How do I unlock a clinical note?

A clinical note can be unlocked by following the below steps.

1. Navigate to Clinical > Clinical Notes.

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Note: You can also open a clinical note through the appointment window or the appointments section of a patient's chart.

2. Adjust applicable filters as needed and select the note you would like to unlock. A locked note's status will appear as View Note.

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3. Click the Unlock button. If the note is not locked yet, it will read Sign & Lock.

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4. A window will open with a message. To continue, click Unlock.