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

You might need to unlock a signed encounter to edit encounter notes; to add an attachment, Qnaire, prescription, or injection; or to delete an encounter if it was entered in the wrong chart.

💡 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.

Steps

1. Navigate to the Encounters list of the patient chart. See Navigating the encounter list.

2. Click a signed encounter to open it.

📌 Note: Signed encounters have a feathered pen icon on the encounter listing.

3. From the signed encounter, click Unlock in the top right of the encounter.

4. Click Okay in the confirmation window that appears.

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

  • Uncompleted red and blue bubbles from templates reappear in the History, Examination, and Assessment and plan sections

  • The +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 (i.e., Attachments, Qnaires, Prescriptions, Injections, etc.) reappear, with the tools that make them possible to update.

You can now update the encounter. Once you are done, you must Sign the encounter again.

Updated May 18, 2022

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