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Marking forms SV Ready or Not SV Ready

To mark a form SV Ready or not Ready:

  1. In the Navigation pane, click Patients.
  2. In the Case Books List, click the traffic light icon for the patient and visit you want to use.
  3. Click the tab for the form.
  4. In the Select Action list, choose an action.
    • To indicate that the form is ready for source verification, click Mark SV Ready.
    • To indicate that the form is not ready for source verification, click Mark Not SV Ready.
  5. Click Apply.

    The form does not change appearance. However, the Select Action list changes to include the opposite SV readiness command; for example, if you marked the form SV Ready, the list includes the Mark Not SV Ready command. When the monitor views the Source Verification Listing page, the SV status of the form is SV Ready or Not SV Ready, according to the action you selected.

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