Procedure Lock

In the Main Menu, click Tools, Misc Tools, Procedure Locking.

This option is not used by most offices. Completed Procedure Notes and any edits made are automatically recorded in the database and cannot be deleted. An archived history of notes on a completed procedure can be viewed in the Chart Module under Show tab, Audit.

To lock procedures for a specific date range at one time, use the Procedure Lock Tool. This tool is only visible in the menu when procedure locking is allowed. If you just turned on the procedure locking option in Chart Module Preferences, then you will need to restart Open Dental to see the menu option for the Procedure Lock Tool.

Enter the date range and click OK.

Locking Individual Procedures

Procedure locking is for the few offices that want to lock each completed procedure and only allow notes to be appended. If you use this option, there is no way to unlock a procedure, regardless of security permissions. In the case of mistakes, you can mark locked procedures as invalid. This preference can be turned off later, but locked procedures remain permanently locked.

To change the lock setting, see Chart Module Preferences, Procedure Locking Allowed.

If locking is allowed, completed procedures will have a Lock button on the right side of the Procedure.

When you click Lock, the procedure is immediately and permanently locked. You may only view the procedure, append procedure notes, or invalidate the procedure.

Appending Notes

Appending a note adds an additional note to the original procedure note. Click Append.

Enter the new note in the Appended Note text area, or add an Auto Note. Appended notes are dated, and appear in the Progress Notes below the procedure. Appended notes can be signed electronically, see Electronic Signatures.

Invalidating

Locked procedures cannot be edited, only appended. If you make a mistake, the only allowed method is to invalidate it on the Procedure. It will still appear in the Progress Notes, but it will be grayed out and -Invalid- will appear in the description. You will then have to recreate the procedure.