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The Co-Sign Queue screen lists progress notes in signed or pending_cosign status that are awaiting supervisory co-signature, accessible at route /cl/notes/cosign-queue.

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Overview

The page queries cl_progress_notes for the current organization where status is signed or pending_cosign and deleted_at is null, ordered by service_date ascending. Notes are displayed in a card with a count of pending co-signatures. For each note the display shows note type (from a label map: progress, addendum, outpatient, residential, iop_php), service date, duration in minutes, days since signing, an AI draft badge, a quality score badge, and a deadline badge computed from cosignature_deadline_days (read from cl_module_settings, defaulting to 14 days). Clicking the note row navigates to /cl/charts/<chart_id>/notes/<note_id>. A co-sign button opens ProgressNoteSignDialog for the selected note. Notes with ai_draft_indicator = true have the co-sign button disabled and are excluded from bulk selection. If overlapping service times are detected across the organization’s notes, a warning card shows up to 5 overlap details (service date, begin/end times, overlap minutes). Bulk co-sign is available via BulkCosignDialog when one or more eligible notes are selected.

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Who it’s for

Requires permission cl.progress_note.cosign (enforced by both RequirePermission in the route and inside the component).

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Before you start

  • You must hold the cl.progress_note.cosign permission.
  • Notes must be in signed or pending_cosign status to appear in the queue.

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Steps

1

Open the Co-Sign Queue

Navigate to /cl/notes/cosign-queue. The page loads with skeleton placeholders while data is fetched. Any overlapping service time alerts appear at the top.
2

Review pending notes

Each note row shows note type, service date, duration, days since signing, AI draft badge, quality score badge, and a deadline countdown badge (green outline, yellow warning at ≤3 days remaining, red destructive when overdue).
3

Co-sign an individual note

Click “Co-sign” on any eligible note row (not blocked by ai_draft_indicator). The ProgressNoteSignDialog opens. Complete the dialog to co-sign.
4

Bulk co-sign multiple notes

Check the checkbox next to one or more eligible notes (notes with ai_draft_indicator = true cannot be selected). Use “Select all eligible” to select all non-AI-draft notes. Click “Co-sign Selected (N)” to open BulkCosignDialog.
5

Navigate to a note's detail

Click the note row (not the co-sign button) to open the note detail at /cl/charts/<chart_id>/notes/<note_id>.

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Key concepts

When no notes are pending, the card shows “All caught up — No notes are awaiting co-signature.”
Notes with ai_draft_indicator = true have the co-sign button disabled and are excluded from bulk selection. The AiDraftBadge component renders a visible indicator on each such note.
  • Outline badge: more than 3 days remaining
  • Secondary badge with alert icon: 1–3 days remaining
  • Destructive badge with alert icon: overdue (past deadline)
useOverlappingServiceTimes runs client-side overlap detection across all non-deleted progress notes for the organization. Up to 5 overlap pairs are shown; a count is displayed if more exist. Overlap detection does not block co-sign.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/ProgressNoteCosignQueuePage.tsx
  • src/cores/cl/hooks/useProgressNoteCosignQueue.ts
  • src/cores/cl/hooks/useClModuleSettings.ts
  • src/cores/cl/hooks/useOverlappingServiceTimes.ts