Appointments will be locked by the system if more then one user is trying to access the appointment at one time. The system does this to prevent data from being lost or saved improperly.
This typically happens when a doc is finishing up their notes but the patient goes to the front to check out, make a payment, etc. and the front desk staff does not realize the doctor is still working on the appointment.
If a clinic receives a message that an appointment is locked, it is very important that they do not follow these steps unless they are certain they are the only user accessing that appointment.
How To Unlock A Patient Appointment, Patient File Or Patient Visit
Select Kill locks and Refresh.
Information typically displays in this log and there may be more then one lock taking place in the system. However, you will perform these steps even if there is nothing listed here.
Once the Lock has been cleared, you will have access to the appointment.
-Support Information -
If you have any questions or need assistance with this process, please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen. Hours of operation are M-F 8am-6pm CST.
***This has the fastest response time***
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