Core concepts

Sign and Lock

Standard organization members can sign and lock any note, document, or care plan. Once the note, document, or care plan is signed, it can not longer to be edited. Any additional changes must be added via addendums.


Sign and lock a note, document, or care plan (EMR)

To sign and lock an object:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Patients > Click on "View chart" for the appropriate patient
  • Find the note, document, or care plan you want to sign and lock and click on it
  • Scroll to the bottom of the object to the "Sign and Lock" button and click on it
  • A confirmation modal will pop up; click "Sign and Lock {{Note, Document or Care Plan}}"
  • Once a note, document, or care plan is signed and locked:
    • It will not longer be editable
    • A green bar will show up at the bottom of the note, care plan, or document stating who it's been signed by and when

Add an addendum (EMR)

To add an addendum to a locked note, care plan, or document:

  • Go to the EMR (e.g. emr.avonhealth.com)
  • Click on the hamburger menu on the top left corner > Patients > Click on "View chart" for the appropriate patient
  • Find the locked note, document, or care plan you want to add an addendum to and click on it
  • Scroll down below the note, document, or care plan to the section labeled "Addendums"
  • Type your addendum in the box that says "Type your new addendum here"
  • Click on "+ Add Addendum" to save the addendum
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