Locked Documentation Data Editor

Description:
When data has been locked, it cannot be unlocked to be edited in any way. However, if a mistake has been made in the Time In/Out, the rendering facility, or the rendering and cosigning providers, these can be changed using the Locked Documentation Data Editor Tool. This tool edits that document's properties, which are otherwise inaccessible. However, it cannot edit any of the actual data or content in the note itself. This tool is available only to Administrator users. Note: This utility will only modify locked Data Documents, not Flex Notes, or Image Notes. To edit the document properties of Unlocked Data, Flex Notes, or Image Notes, please use the Documentation Properties button on the Patient Navigator.

This image shows the un-editable properties of a locked document.

Applies To:

TheraOffice Onsite and Web, Administrator Users

Steps:
1) To access the Locked Documentation Data Editor, navigate to the Administrator section of the Backstage Menu. Select the tool from the Tools section of the menu (you may have to scroll down).

This image shows the administrator tab in the backstage menu, scrolled down to the locked documentation data editor

2) Then, select the patient with the data which needs to be edited. Once selected, it will bring up a list of all the unlocked cases for that patient. Use the drop-down arrows to open the appropriate case and select the specific visit you would like to make changes to.

This image shows the locked documentation data editor opened and searching for a patient.

3) When the visit date is selected, the Modify menu will open in the lower half of the screen. Here, you can change the visit's properties.

This image shows the visit selected and the section opened up for editing.