Lock consultation notes

To protect your patients’ medical notes from being updated or deleted once complete, you can lock your consultation from further editing with the click of a button.

Consultation notes can be modified when unlocked, regardless of the consultation's status (draft, unpaid, paid, partially paid).

Once consultation notes have been locked, you can only unlock it if you have been granted the appropriate user permission by your practice.

Locked consultation indicator for user with Unlock Notes permission

Locked consultation indicator for user without Unlock Notes permission

Note: Consultation product lines can be modified on draft consultations, regardless of the consultation note being unlocked or locked.

See the following articles for more information:
Start a consultation and record the patient visit
Update a consultation
FAQs: Consultations and procedure templates

Lock a consultation note

Permissions: Edit Consultations

1. Search for and select the patient.
2. Click the Consults tab.
3. Click the consultation ID to open the consultation.
4. Click Lock Notes. 
   IMPORTANT: Review the consultation notes to make sure they are complete, and modify as needed, before locking the consultation notes.

Unlock a consultation note

Permissions: Edit Consultations, Unlock Notes

1. Search for and select the patient.
2. Click the Consults tab.
3. Click the consultation ID to open the consultation.
4. Click Unlock Notes. 
5. Modify the notes, as needed.
6. If the notes are complete, click Lock Notes.