---
title: Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD
description: "# Index of the Document:-    - > First Setting in the Admin Module -       - For Provider Users -       - For Medical Assistant/Nurse Users - > Scenario – 1 Login with MA OR NURSE - > Scenario…"
url: "https://docs.pertexa.net/docs/work-flow-from-ma-nurse-to-provider/"
updated: "2021-06-08"
category: Clinical
---

# Work Flow – FROM MA / NURSE TO PROVIDER IN DOCPAD

# Index of the Document:- 

 

- > First Setting in the Admin Module
  -       - For Provider Users
  -       - For Medical Assistant/Nurse Users
- > Scenario – 1 Login with MA OR NURSE
- > Scenario – 2 Login with Provider

 

# **First Setting in the Admin Module:-**

 

# **For Provider Users:-**

1. Login into Admin Module.
2. Select the “User Information link”[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-1-e1622719811579.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-1-e1622719811579.png)
3. Select “Physician link”.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-3-1024x270.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-3.png)
4. Find the “Physician” through the list. And select the user.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-2-1024x481.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-2.png)
5. Select the “Option tab” at left – hand corner side. Find the “Co-signing Requirements” section in the page. And select “Qualified to Co-sign” with a radio button. Finally select the “DONE button” on the page.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-4-1024x486.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-4.png)

## **For Medical Assistant / Nurse Users:-**

1. Login into Admin Module.
2. Select the “User Information link”[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-1-e1622719811579.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-1-e1622719811579.png)
3. Select “Medical Assistant OR Nurse link”.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-6-1024x484.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-6.png)
4. Find the “Medical Assistant OR Nurse” through the list. And select the user.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-5-1024x479.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-5.png)
5. Select the “Option tab” at left – hand corner side. Find the “Co-signing Requirements” section in the page. And select “Requires Supervising Physician signature” with radio button. Finally select the “DONE button” on the page.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-8-1024x484.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-8.png)

# **Scenario – 1 Login with MA OR NURSE.**

1. Login into Docpad with MA or Nurse.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-7-1024x486.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-7.png)
2. Select the Patient and open the progress note.[![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-11-1024x487.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-11.png)
3. MA or Nurse is able to add CC, HPI, ORDERS, ALLERGIES, and VITALS.
    -  Add Allergies and Vitals.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-9-1024x484.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-9.png)-  Add CC and HPI.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-10-1024x485.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-10.png)
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-12-1024x481.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-12.png)
4. Click on the NOTE tab.
      -  Note: - MA or Nurse must “**sign the NOTE”** and select “**Supervising Provider**” through the **“****Supervisor****”** button
    during the signing NOTE.
    -  Here “**Supervising Provider**” is selected by default as the patient’s “**Primary Physician/Provider**”.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-13-1024x491.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-13.png)

# **Scenario – 2 Login with Provider.**

1. Login Provider in the Docpad.
    Note: - Login with the same Provider which had MA or Nurse selected Supervisor during his/her signed NOTE.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-14-1024x484.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-14.png)
2. Click on the **“****Patients ready to be seen****”**on the Home page.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-15-1024x489.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-15.png)
3. Here Provider are able to check or modify with patient Name the NOTE. Which was signed by MA or Nurse.
    [![](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-16-1024x478.png)](https://docs.pertexa.net/wp-content/uploads/2021/06/WF_MA_Provider-16.png)