Blog

Grid Notes: How to Approve Multiple Notes

Grid Notes: How to Approve Multiple Notes

This section provides an overview for how to approve multiple grid notes at once in OnTarget Clinical.

From the Notes Desktop, use the filters to select grid notes needing approval based on the necessary criteria (date range, by client, by caregiver, etc.). Once this has been done, click on the "Approve Grid Notes" button. 

 

A grid notes approval window will populate. This gives a view of multiple dates with corresponding goals/data in one window.  Once the accuracy of the documentation has been verified, click on the approve button to approve multiple grid notes at once.