How to Lock a Note When Marking it as Complete?

How to Lock a Note When Marking it as Complete?

How to lock complete notes: Where to go?

1. Users can find this feature under Settings -> Documentation
2. Check mark the "Lock Completed Notes" Feature

Locked Therapist Notes: Example

Once a note is marked as complete the therapist is no longer able to make any change to the note

Permissions

**Keep in mind that any users that are marked as a "Super User"  or have the following permission checked will have the ability to override the "Locked Note" feature

Viewing Completed Note Warning:

Another safeguard to ensure that a completed note is not being edited is to prompt the system to warn the user when they are viewing a already completed note. 

To enable this settings:
1. Navigate to Settings --> Documentation. 
2. Check the box off for "Warn when visiting a completed note."
3. Press Save.

After the setting is enabled, you will see both a form warning and a warning within the notes banner, notifying the user that they are visiting a completed note.  



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