You can unlock a Signed Note before you submit it to bill in the event that you accidentally locked it before you were done, or noticed an error for example. If you have a Supervisor that approves your Notes, you will need to contact them to unlock it.
IMPORTANT: If the Note has already been approved or sent to Billing you will note be able to unlock it.
- Hover over the Management tab in the navigation bar and select Approve Notes.
- Locate the appropriate Note under the My Notes section.
- Click Unlock.
- If you are a Supervisor unlocking a Note for another Provider, a Message will be sent to the Provider stating their Note has been unlocked. Add any additional comments if desired.
- Click Save.
- You can edit/update the Note now from the Client's Notes tab.
