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EchoVantage

Lock Services with Signed Progress Notes

  • August 13, 2025
  • 0 replies
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Ensora Education Team
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Signing a Progress Note locks a Service Record leaving only the Status as updatable unless the user has been granted Permission to edit a signed service.
  • System Admin users can grant permission to specific User Groups to edit these locked Services.
  • A new Permission configuration for Services: Edit Signed Services is available.
  • This permission will be enabled for all User Groups by default.
  • When a Service is locked, Add-on services cannot be created or edited except for the Status.
  • When the Progress Note is Unlocked, the Service becomes editable again.
Signed Progress Notes Locked Service.png

The fields outlined in red are greyed out (font or background) and are not editable. The Progress note is still viewable and the Status may be changed based on permissions.

unlocked_service.png

This is the same Service but now the user has permission to Edit Signed Services. Using the Form Unlock feature and deleting the signatures on the Progress Note will have the same result.

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