How do I lock a clinical note?

With DrChrono you can electronically sign a note when the note is locked.  In DrChrono clinical notes are rendered in PDF format.  There are several ways to navigate to the clinical note in order to sign and lock the document. 

The most common ways to get to the clinical note are: 

1. Appointment Window > View Clinical Note



2. Patient Chart > Appointments > Edit Note



3. Clinical > Clinical Notes > Start Note or Edit Note



Once you have arrived at the clinical note and are ready to sign click Preview Note



In the note preview screen, the signature will be listed as Pending at the bottom of the note until it is signed and locked.  When you are ready to sign and lock the note click Sign & Lock.  



After the note is signed and locked, e-signature of the rendering provider will a appear with a time and date stamp reflecting when the note was signed and locked. 


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