Help / Modules / Visit wizard / EHR

Sign off on a visit with Provider Attestation (step 17)

Complete step 17 of the Visit Wizard by reading the attestation statement, applying your electronic signature, and locking the encounter note; use the Addendum process for any corrections after signing.

Before you start

• All 17 steps of the Visit Wizard are complete, including the LCD Navigator™ checklist (step 16).
• You are the rendering provider — a clinician with a provider profession title (NP, PA, MD, DO) or a medical_director. Support staff cannot complete Provider Attestation.
• You have confirmed that all clinical documentation reflects the actual care provided during this encounter.

Under CMS documentation requirements, the rendering provider — not a scribe or co-signing clinician alone — must attest to the accuracy and completeness of the encounter note. Verify your organization's co-signature policy before delegating attestation.

Steps

Review and sign

1. Reach step 17. Complete all 16 preceding steps. Click Provider Attestation in the step navigator or click Next from step 16.

The top of the Provider Attestation screen. The attestation statement and legal disclosure appear before the signature field.

2. Read the attestation statement. The statement reads in full:

"I, the rendering provider, attest that the information contained in this encounter note is accurate and complete to the best of my knowledge and that the services documented were medically necessary and performed as described."

3. Read the legal disclosure. The disclosure references:

• ESIGN Act (Electronic Signatures in Global and National Commerce Act)
• UETA (Uniform Electronic Transactions Act)
• CMS documentation and signature requirements
• HIPAA privacy and security standards

Scroll to the bottom of the disclosure to activate the signature field.

The e-signature area. Sign with a stylus, finger, or mouse. The Sign & Lock button activates only after a signature is drawn.

4. Apply your electronic signature. Draw your signature in the signature pad. To clear and redraw, click Clear.

5. Click Sign & Lock. Medipyxis locks the encounter note, records the date/time stamp and your user identity, and updates the appointment status on the Fleet Calendar to Visit Completed. A Go to Billing prompt appears so you can move the completed encounter into the billing workflow.

If the visit's service date does not match the scheduled appointment date, a soft-block prompt appears at Sign & Lock asking you to confirm a reason before the note locks.

Confirmation that the attestation is recorded and the note is locked. The encounter is now read-only.

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Result

The encounter note is locked and marked Visit Completed. The signed note is available in the patient's chart and, depending on your billing workflow, is queued for claim generation in the Billing & Documentation module. The rendering provider's name, credential, signature, and timestamp appear on the note header.

If your facility uses a co-signature workflow (for example, an NP supervised by an MD), the note may enter a Pending Co-Signature state. The supervising provider receives an in-app notification and must also complete their attestation step.

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Adding an addendum after signing

Once a note is signed, the encounter is read-only. To correct or add information, use the Addendum process.

1. Open the locked encounter from the patient chart or Fleet Calendar.
2. Click Addendum in the top action bar.
3. Select an addendum reason from the dropdown. Common reasons include: - Correction to clinical documentation - Additional findings documented after the visit - Billing code correction (coordinate with your biller)
4. Enter the addendum text. Describe what changed and why. Do not delete or re-state the original note — the addendum appears as a dated attachment below the original signed note.
5. Click Save Addendum. The addendum is appended to the encounter record with your name, credential, and a new timestamp.

Addendum content is permanently appended to the encounter record and is visible in audit logs. Do not use the Addendum field to alter the clinical meaning of a note after the fact without a legitimate clinical or administrative reason.

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Troubleshooting

Symptom	Likely cause	What to do
Sign & Lock button disabled	Signature pad is empty	Draw your signature in the pad before submitting
Provider Attestation step is not accessible	Your account is not a rendering provider	Ask the rendering provider to sign in and complete step 17
Appointment still shows Draft Saved after signing	Browser did not sync the status update	Refresh the Fleet Calendar
Addendum reason dropdown is empty	Organization has not configured addendum reasons	Contact your administrator to configure addendum reason codes
Addendum button not visible	Encounter note is not yet signed (still in draft)	Complete Provider Attestation first

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