What would you like to do?
oEdit an unlocked non-client note
oEdit a locked non-client note
1. From the calendar screen
oClick Open > Non-Client Notes. Enter last and first name. Click the New Non-Client Note button or
oClick Open > Client, enter the non-client information and choose Non-Client Note from the pull down menu on the New button.
2. Complete the note as you normally would, including signing and forwarding for signature if required.
Edit an Unlocked Non-Client Note
Unlocked notes are either unsigned, or signed on Lines 1 or 2.
1. From the calendar screen, click Open > Non-Client Notes.
oClick Open > Non-Client Notes. Enter the non-client information and click Find, or
oClick Client, enter the non-client information and choose Non-Client Note from the pull down menu.
2. Double click to open the non-client note.
3. Edit the note as you normally would.
Locked notes (signed on Line 3) cannot be changed, including information on the narrative and diagnosis tabs, data forms, attachments, and medication tab (if being used). However, addenda can be added to the narrative text.
1. From the calendar screen, click Open > Non-Client Notes.
oClick Open > Non-Client Notes. Enter the non-client information and click Find.
oClick Client, check "Also Find Non-Client Notes". Enter the non-client information and click Find.
2. Double click to open the non-client note.
3. Edit the note as you normally would.
Locked notes (signed on Line 3) cannot be deleted.
1. From the calendar screen, click Open > Non-Client Notes.
oClick Open > Non-Client Notes. Enter the non-client information and click Find.
oClick Client, check "Also Find Non-Client Notes". Enter the non-client information and click Find.
2. Double click to open the non-client note.
3. Delete the note as you normally would.
(Note: If a note has been signed and locked in error, consult with your center administrator for assistance.)
