Add a percentage-based medical director review option to bulk chart signing
Description:
Many med spas are legally required to have their medical director review and sign a set percentage of patient charts (e.g., 10%) completed by non-physician providers such as RNs, NPs, and injectors. They must also be able to prove compliance during audits.
Bulk chart signing lets a signer approve many charts at once, but it can’t select or route a percentage of charts to the medical director, or track whether the requirement is being met. Businesses rely on manual sampling or custom reporting to stay compliant.
Requested functionality:
- A configurable percentage setting in bulk signing (e.g., 10%) that automatically selects that share of charts for medical director review
- Automatic routing of the selected charts to a designated medical director for signature
- Reporting that shows compliance against the required percentage over a set period, for audits
- Optional: choose whether the percentage applies per provider or across the whole business, and whether charts are picked at random or by service type
Impact:
This is a common legal compliance requirement for medical spas. Without native support, businesses spend time on manual tracking and custom reports, and they risk compliance gaps during audits. It would extend the existing bulk signing feature for a core segment of med spa customers.