Carbon Copying the V10 Note

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Please note that carbon copy functionality is available in the V10 note. It is highly recommended that click by click testing be done prior to implementing the functionality to ensure functional consistency. Recommend settings to look at for set up are as follows:

  • Ensure the appropriate referring providers are set up in Provider Admin
  • Ensure that the document type is set up for carbon copy
  • Note that the cc icon will not be active until the note is signed final
  • Ensure that internal providers are set up to receive 'Review Tasks'
  • Review the "Recipients" webpage dialog and the "original note tab" associated with the cc icon for cc options