How to Unlock and Edit Locked Note

How to Unlock and Edit Locked Note

This article covers steps needed to edit a locked note.

You will need the unlock code; check with your practice administrator to verify you have the right unlock code

If you need to edit a locked note (after sign and date) you need only open up the patient chart, and find the patient.



Next you'll click on the "View Chart" icon to open up the list of notes for the patient.


Navigate to the note that needs to be edited and click to open it


Once the note is open, you will click the "Unlock Note" icon (in the shape of a key) to unlock the note. The system will have an "Unlock Code" modal.



Click "UNLOCK" after entering the correct unlock code and you'll get a success screen. If you get a failure, or error screen - check with your practice administrator to verify you have the right unlock code.


From there you can edit the text, checkboxes and other fields.

To lock the note once more, you need only click the "Lock Current Note" icon (shape of a lock) in the menu bar.