Admin Lock Procedure

Important Notes:

• The Admin Lock process is designed to auto save/sign/lock incomplete events where the original staff completing the event is no longer available 
• This process is only accessible to select staff.  
• Admin Lock/Lock Previous Events Training video
• Please note if record is audited:

  in order to keep the integrity of the records so that events are signed, managers are using this function

How to Auto Save/Lock/Sign Incomplete/Unsigned Events

Reports >Clients >Services & Treatment >Client Treatment Plans

Note: If the event does not have the Admin Lock option; contact the helpdesk for further assistance.

• Run the report for Incomplete/Unsigned events 

• Click on the Date of Service to open the event

• Click on "Routing" then "Begin Admin Lock"

• Click on "Lock and Complete" at top of Routing Actions page
• Add Comment
• Click on "Lock and Complete" at the bottom of Routing Actions page.

• Click on "OK" to the Saved Successfully message 

• Verify event was saved, e-signed and locked