How do I generate a report showing all of my locked notes?

You can run a report that lets you view all of your notes' lock status.

1. Hover over the Reports tab and click Advanced Report.

Reports_Advanced_Report.png

2. Be sure the Appointments tab is selected and apply any filters. Click Export to File and select Custom Export.

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3. Click the Clinical Note tab and select Lock Status then Export. You can also name the file if you would like in the Report Name field.

Custom_Export_Clinical_Note_Options.png

4. This will send a file to your message center (Message_Center_Icon.png) accessed from the top right of your screen, containing the report.

Clinical_Note_Status_Report_.png