You can make it required that all incoming documents and faxes are assigned to a provider. This ensures you do not forget this important step and that all incoming documents get reviewed. When you edit a document and do not choose a document owner, you will encounter a warning when saving the document. This setting also pre-selects the Notify New Owner option for all documents; however, you can clear it if needed.
For more information, see Assigning documents and faxes to a provider.
From the main menu, click Settings > Patient File.
Under Required file ownership by default, select Yes.
Click Save Additional Settings.
Updated June 22, 2022