Locking progress notes

You can lock a progress note to prevent it from being edited and deleted. Progress notes can be locked manually or automatically, according to the options set up in the Preferences dialog box. Not being allowed to edit or delete a progress note by locking it creates a legal document.

To manually lock a note

1.   On the Notes tab, click the Progress Notes side tab.

2.   Select the progress note that you want to lock.

3.   Click the Lock button .

A confirmation message appears.

4.   Click Yes.

To indicate that the progress note is locked, the padlock icon changes from open to closed , and the background of the padlock icon next to the progress note changes.

 

Need more help?

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