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Submitting Chart Reviews: Step-by-Step

Here is a simple and straightforward method of submitting chart reviews, here are the steps below:

Step 1: 

• Log into your Clinic Account on the GMD Portal using your UserID and Password.

• Select Documents from the left-hand menu bar.
• Select Chart Review from the Documents drop-down menu item.
• Navigate to the top right hand corner, select Request Chart Review green button.

Step 2: 

• A Pop-up window will appear.
• Select Physician Name from the drop down list. 
  • Collaborating Physician for Advanced Users: NP/PA/CRNA.
  • Core Compliance Physician for Standard Users: RN/EMT/Paramedic/EST/MA/etc.

• Add a description text.
• Upload or drag & drop chart in PDF format.
• Select Save Documents.

Step 3: 

• A Pop-up window will appear.
• Add signature fields to each section/page of the document that needs to be signed by the Physician.
  • Click and drag the Signature box from the left-hand side menu options.
  • Place the Signature box in each document that needs to be signed by Physician.

• Verify the information, select SAVE AND CLOSE.

Once you've successfully added signature field(s) and submitted the chart for the Physician to review, you will be prompted with: 

• The Congrats screen will appear and close window (top right-hand corner). 
• A Success message.

Once you exit out of screen (top right corner)  successfully added signature field(s) and submitted the chart for the Physician to review, you will be prompted with: 

• Navigate to Signature Status column. 
• The chart review submitted will show the status as Pending.
• This indicates that the chart review was successfully submitted to the Physician to review/approve.
• Any approved charts will be archived in the Chart Review Documents section under the Completed tab.