Security Lock Dates

In the Global Security Settings window, near the bottom, is the Global Lock Date section.

Click Change.

Global lock dates prevent editing of old items, and are additionally the only way to prevent backdating of new items. See the full list of Permissions to identify which permissions are affected by global lock dates.

Date: Locks the date entered, as well as prior dates. A typical date might look like 12/31/2018. This is frequently used to close out each year.

Days: Changes will only be allowed within a set amount of days from the original entry date.

Lock includes administrators: Apply the limitation to users in the Admin user group.

  • If setting global lock dates, we recommend showing write-offs in reports using insurance payment date. See Show Insurance Writeoffs.
  • Procedure Codes and Sheets, have the option to bypass this global lock. Check Bypass Global Lock Date for each sheet or procedure code.

User Group Lock Dates

There are also date and day limitations for individual User Groups. These limitations show in the main Security window, at the right as (if date/days newer than...).

The limitations for User Groups are based on the date the item was entered, not necessarily the date that shows in the patient account. This means that backdating is allowed because the entry date is tracked. Use global locks above to prevent backdating of new items.

Note: If both user group and global lock dates are set, the more restrictive lock date will apply.