Experience Improved Annotation Workflow

Modified on: Mon, Jul 22, 2024 3:41 PM

Supported Browsers

Operating System	Chrome	Safari	MS Edge	IE 11
Windows PCS & Tablets Windows 8.1, 10	Supported (Recommended)	Not Supported	Versions 79 and higher	Not Supported, as of Spring '21 release
Mac macOS	Supported (Recommended)	Supported	Not Supported	Not Supported
iPads iPadOS	Not Supported	Limited	Not Supported	Not Supported
Android Phones & Tablets	Not Supported	Not Supported	Not Supported	Not Supported

For a detailed information on the supported browser matrix, please refer to Overview: athenaNet Technical Requirements.

Navigate to the annotation workflow

The improved annotation experience reduces clicks. There is now only one link to get started: annotate.

This link is available on any document in "REVIEW" and "HOLD" status. The document must be one of these file types:

Annotation overview

The annotation screen has been modified to include all the tools on the top in the form of a tool-bar.

The below screenshot represents the annotation workflow for Physician Authorization and Prescription type documents. You can access the chart options without having to leave the annotation screen.

Available tools in the tool bar to annotate

Name	Description	Actions
Sign	These signature tools only appear if you have: Order Sign-off permissions A signature configured in athenaOne.  Note To meet Medicare DME documentation requirements, add your signature and the signature timestamp. The signature and the text beneath it are not grouped together; they're separate boxes.	A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text. Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Sign & Date E-sign info	These signature tools only appear if you have: Order Sign-off permissions A signature configured in athenaOne.  Note To meet Medicare DME documentation requirements, add your signature and the signature timestamp. The signature and the text beneath it are not grouped together; they're separate boxes.	A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text. Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Date	This tool adds your current day's date to the document. You can also edit the date manually or select from a calendar window.	Click the resize options to increase or decrease font size. Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Text	This tool brings up a text box where you can manually type text.	A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text Click the resize options to increase or decrease font size. Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
X-Mark	This tool adds an X mark to the document	Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Box	This tool lets you draw a box on the document.	A double headed arrow appears when you place your cursor over the edges of the box. Drag it to resize the height and width of the text Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Line	This tool lets you draw a line on the document.	A double headed arrow appears when you place your cursor over the edges of the box. Drag it to increase or decrease the length of the line . Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Check	This tool adds a checkmark to the document .	Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Drawing	This tool lets you manually draw on the page. You're not confined to a single type (like lines or boxes).	Click the hand icon to select the draw tool. Click the crossed arrows icon to move the tool. Click the left mouse button to select the annotation, and then drag it to the desired location. Click the remove icon to delete.
Erase	This tool lets you erase something that has been drawn and is only available when the Draw tool is selected.	Click the erase icon that appears next to Draw option, to delete what was drawn on the document.

Saving text for reuse

You can use the Saved Text option in the toolbar to save text that you frequently add to documents and re-use it. By using this option, you can avoid typing out the same text on multiple documents.

To save text

Click add to Saved Text after typing text into the text bar to save it for future use.

Select from Saved text

To access the saved texts, there are two options:

Click the Saved Text > option below the text tool to display any text that you have saved. These options appear in their own list to the right of Saved Text >.
Select the Saved Text option from the tool bar to see currently saved text.

To delete saved text

Select the remove from Saved Text option to delete the entered text from your saved text.
Click the trash icon to delete an entry of saved text.

To access recently used text

The Recent Text option from the tools menu shows the 10 most used or most recent text that you added to documents. This list is beneficial if you annotate documents with the same information (for example, common forms that require exact text from document to document).

Available actions after annotation

After you annotate a document, the following actions that can be taken on a document are available.

Important

The user interface for the following capabilities will appear differently when the screen resolution is set 1280 and above and below 1280:

Saving annotations
Faxing documents
Assigning documents for review.

Saving annotations (Screen resolution set below 1280)

Click the drop down arrow next to Save & Next for selecting the appropriate options.
Click Save & Back to save the document and return to the original document.
Click Save & Next to save the document and move to the next document in the list.

Submit by fax (Screen resolution set below 1280)

Click the drop down arrow next to Fax&Next for selecting the appropriate options.
Click Fax & Back to fax the document and return to the original document.
Click Fax & Next to fax the document and move to the next document in the list.

Assign the document to another practice user for review (Screen resolution set below 1280)

Select the Assign to option.
Type the practice user name to select them as assignee.
Action note - you can enter any additional information or any action to be taken on the document.
Click Assign & Back to assign the document to the practice user for review and return to the original document.
Click Assign & Next to assign the document to the practice user for review and move to the next document in the list.
Note: Check the Pin to Top box to display the Action Note and time stamp at the top of the document, in red font, where they are clearly visible without scrolling down.

Saving annotations (Screen resolution set to 1280 and above)

Click Save & Back to save the document and return to the original document.
Click Save & Next to save the document and move to the next document in the list.

Submit by fax (Screen resolution set to 1280 and above)

Click Fax & Back to fax the document and return to the original document.
Click Fax & Next to fax the document and move to the next document in the list.

Assign the document to another practice user for review (Screen resolution set to 1280 and above)

Select the Assign to option.
Type the practice users name to select them as assignee.
Action note - you can enter any additional information or any action to be taken on the document.
Click Assign & Back to assign the document to the practice user for review and return to the original document.
Click Assign & Next to assign the document to the practice user for review and move to the next document in the list.
Note: Check the Pin to Top box to display the Action Note and time stamp at the top of the document, in red font, where they are clearly visible without scrolling down.

To view annotation history

The Annotation History option is only available when you have at least one annotation in the document.

The Annotate History window appears when you click Annotation History.
Click the date under Created on column to view the previous annotated version of the document.
Click the View Latest version option from the pop-up, for viewing or editing the latest version of the document.