Note Locking

How do I lock my notes?

Updated over a week ago

Add another layer of protection and security to important information. Our new product allows you to lock notes and limit editing access to relevant practitioners only.

Here are the steps to lock your notes:

  1. Create a note in a client's record

  2. Write up your notes

  3. Click the overflow toggle in the note module

  4. Select lock to lock your notes

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