Sign and lock a note
When the note is ready, choose Sign and lock. Check your name and credentials, then choose Sign and lock again.
A signed note can't be edited.
Add an addendum
To add to a signed note without changing it, choose Add addendum, write it, then choose Sign and add. Each addendum is listed under Addenda with its own signature.
You can also dictate one. See Add something after the client leaves.
Unlock a note to correct an error
- Choose Unlock.
- Under Reason for unlocking, say why.
- Choose Accept & unlock.
Make your correction, then sign the note again. The signed version is kept, and it's listed under Signed versions with the date and your reason.
