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Step 1 - Generate Packet

For information on how to access this area, See Committee Review Overview . 

Step 1: Generate Packet 

  • If the checklist is incomplete, a warning message will appear. It is encouraged to complete the checklist before finalizing privileges. 
  • If the checklist does not have a DOP document, a warning will appear. Continuing will require manual upload of approval signatures. 

A screenshot of a message Description automatically generated

  • Click the Generate Packet buttonScreenshot 2025-02-05 at 10.26.15 AM. 

Must Know! The Generate Packet step must be completed before the Appointment Summary is available.

  • The packet will appear in the document viewer on the left.

After generating the packet, the following options will appear at the top of the screen: 

  • Start Over: Restart the entire process. 
  • Deny Privileging: Deny the privileging period. 

 

Step 2:  See Generate Appointment Summary

Step 3: See Send for Review

Step 4: See Obtain Approval Signatures

Step 5:  See Finalize Privileging