Treatment plan clinical notes are locked for editing 24 hours after a treatment is marked as complete. This protects the clinical notes from being amended by other staff members after the day of completion.
Once you complete a treatment plan, it disappears from the chart screen. Locate closed treatment plans in the chart History tab.
To add or edit clinical notes on a closed treatment item
You an edit and amend clinical notes up to 24 hours after you have completed the treatment. If you closed the treatment within 24 hours, this is the way you add or edit and update notes.
Go to the Chart > History tab
Locate treatment plan in the history list
Click on TP
If the treatment item shows the bin icon, you can edit the notes immediately
Click on the right-facing arrow to open the treatment
If the treatment item is greyed out and tells you it is locked for editing
Re-open the treatment plan
Untick the treatment to edit
Add your notes
If your treatment plan is now complete, tick the treatment as finished and complete.
Adding a General Note
An alternative way of adding notes to a completed treatment, if they do not affect the invoice, is to chart a General Note.
Go to Chart > History tab
Locate the treatment in the list of treatments
Click on TP next to the treatment
Re-open the treatment plan
Chart a general note - NOTE that your general note may not have the same name as shown in the picture below
Set the date completed to that of the original treatment
Tick the treatment to mark it as finished and then press complete to close the treatment plan
What to do if the Treatment item is locked for editing
Treatments will be locked for editing if there is an invoice associated with it.
Locate treatment plan in the chart History tab
Click on TP
Re-open the treatment plan,
The treatment will show as greyed out. When you click on the treatment it will tell you is it locked and cannot be edited
Go to the patient's account tab
Locate the invoice associated with the treatment
You now want to delete the invoice
If the invoice is locked, it will be because there is a payment associated with it
Locate the payment associated with the invoice - the invoice numbers will match
Delete the payment explanation - click on the bin icon ONCE
Your invoice will now be unlocked
Delete an invoice associated with the treatment
Your original treatment is now unlocked and you can untick the treatment so that you can edit it
When you have made all your amendments, charge the treatment
The invoice will be created again
The payment will automatically be explained against the new invoice
