Lock Patient Encounter

An Encounter must be signed off before it can be Locked. If a user tries to Lock an Encounter before it is signed off, a warning displays.

Once an Encounter is locked, it cannot be deleted and the Signatures on the Encounter cannot be changed.

• Signoff process
• Step-by-step
• Related topics

Signoff process

The Signing-off process can affect when an Encounter is Locked, depending on the which of the following selections is made in the Office Admin Preferences module:

• Do not lock Encounter when signing off (This is the default preference.)
• Show a warning and lock Encounter when signing off
• Do not show a warning and lock Encounter when signing off

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Step-by-step

1. From the Create New Encounter, View Encounter or Edit Encounter window, click the Lock Encounter icon in the Secondary toolbar.
   
   If the Encounter has not been signed off, an error message displays.
   
   
2. If the Encounter has been signed off:
   
   
   • The View Encounter window displays.
   • The Lock icon in the Secondary toolbar updates to display the Encounter as locked.
   • In the Patient Encounters tab of the Encounters window for the patient, the Is Locked? column for the locked Encounter displays Yes.

Note: Once an Encounter is locked, it cannot be deleted. It can only be modified by adding an Addendeum Note.

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Related topics

• Sign Off Encounter
• Add Addendum Note
• Create New Encounter
• View Patient Encounter
• View All Patient Encounters
• Edit Patient Encounter
• Delete Patient Encounter

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