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How to sign and lock a Progress Note

Updated yesterday
  1. Go to the Progress Note by navigating to Note tab on the client's profile
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  2. In the bottom-right corner of the Progress Note, click Sign and lock note
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    Tip: You could also sign and lock the Note by clicking Finalize session with 1-click in the upper-right corner of the Session Overview page

Expected outcome: A small, green confirmation will briefly appear near the bottom of the page. The note will show a lock symbol in the upper-right corner and the Sign and lock note button will change to an Unlock button, which you can use if needed after it has been locked.

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