🎥 Tutorial guide
Locking a Visit
Lock a visit when the care episode has been finalized and the record should no longer be edited during normal use.
🔒 When to lock
Visits are usually locked after discharge, billing, and documentation are complete. Use the Close button when the record is ready to become read-only.
🛡️ What locking does
- Prevents further edits to the visit
- Reduces accidental changes after finalization
- Keeps the visit fully viewable for review
- Allows only administrators or elevated users to unlock when necessary
✅ Before locking: Check notes, forms, billing, discharge details, and documents first. Locking should be the final step, not a shortcut.
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Next step
Use the navigation below to continue through this tutorial series in the same order as the full demo.