Requesting Co-signature

Any user can be set up as someone who must or may have their encounter notes co-signed by another provider, for example a supervising physician. Co-signature requirements are set up on a per-user basis under Admin > Manage > Users.


Co-signature options are generally based on what is selected for that user for "Does this user require a co-signature when signing encounter notes."

  • Never = co-signature options do not appear when that person signs an encounter note.
  • Can Request = co-signature options appear but co-signature is optional. 
  • Always = co-signature options appear and they must select a co-signer.


* Optional configuration note: co-signature can be optional in general for a user, but required for any of that user's notes that contain specific CPT codes and/ or specific prescriptions or alternate plan items in the Plan. This would be set up by special request to Cerbo.


A default cosigner for a user can also be set in their user profile under Admin > Manage > Users.


When co-signature is requested, the note appears signed with a "Pending Co-Signature" label. The co-signature request appears in the designated cosigner's task list OR in the task list of every authorized cosigner if "Request Co-Signature From: Any Authorized Provider" is selected.


Cosigning a Note


Authorized cosigners in Cerbo are users who:

  • Have a Role of Provider or have an NPI on file and
  • Are not set to be able (or required) to request co-signatures. 

That means that currently, providers can either be able to request co-signature OR they can be co-signers, but not both.


When someone cosigns a note, they can:

  1. Sign and leave the original signer as the provider of record for the encounter, with themselves as cosigner.
  2. Sign and take ownership, leaving the original signer as a cosigner.
  3. Sign and take ownership, removing the original signer from the encounter note signing record.

When the note is co-signed using options 1 or 2 above, it will show in the top right-hand corner both the signed date and user and the co-signed date and user. If option 3 is used, it would just show the cosigner as the note signer.


Co-signing cannot be undone. But if the note is unsigned, both the signature and co-signature will be cleared.



See also: Co-Signatures in MDHQ