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Unlocking a signed encounter
Unlocking a signed encounter
Updated over a week ago

Signing an encounter places it in a locked state, and you cannot modify it. If you need to modify or delete an encounter that has already been signed, a user with the appropriate permissions must unlock it (see Modifying user permissions for more information).

💡 Tip: If you just need to add a note or explanation to an encounter, you can create an addendum without unlocking it. See Adding an addendum to an encounter.


1. Navigate to the Encounters list of the patient chart. See Viewing all encounters for a patient.

2. Click on the signed encounter you want to unlock, and it opens.

📌 Note: Signed encounters have a feather icon in the Concern column.

3. Click Unlock in the top right of the encounter.

4. Click Okay in the confirmation window that appears.

5. At the top right, a note appears showing that the encounter was unlocked. Click Unlocked x time, and a Log Histories window appears.

6. The encounter appears as it did before being signed, with the following changes from its signed state:

  • Uncompleted instant and data variables reappear in the History, Examination, and Assessment and plan sections. For more information, see Using instant variables and Using data variables.

  • The +Add Addendum button disappears, but you can still read any previous addendums.

  • Sections that did not appear in the signed encounter because they did not have any information in them (e.g., Attachments, Qnaires, Prescriptions, Injections.) reappear, with the tools to update them.

7. You can now update the encounter or delete it. Once you are done, you must Sign the encounter again.

Updated May 18, 2022

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