Approve Records

You can approve records and letters from the mobile app. Review the content on your device and tap Clinically approve when you are happy with it.

Open and review

Open a record or letter in the app to review the content. When it is ready, use Clinically approve to mark it as approved.

Tapping Clinically approve marks the letter as clinically approved. The record then appears in the clinically approved section on the web dashboard.

After approval

The approved letter is available for export or email from the dashboard. You can also export from the app if that option is available.

The approved letter appears in the clinically approved section on the web dashboard.

Next steps

Review records and letters on the mobile app.

Search for records or letters on the mobile app.