Lock Types

Patient Locks

Patient Locks allow you to view which user has a patient locked and disable that lock if necessary. When a patient's record is being accessed by another user, other users within the office can perform any of the following actions:

  • Post patient payments, insurance payments, and account credits. 

  • Create new claims or edit existing claims 

  • Create new or modify existing appointments 

Limitation: Patient records cannot be modified from the appointment editor window within the Scheduler section.


Claim Locks

Claim Locks allow you to view which user has a claim locked and disable that lock if necessary. When a claim is in use by another user, other users within the office can perform any of the following actions:

  • Edit the patient's record within the Patient section

  • Post patient payments, insurance payments, and account credits towards any claim except for the one that's in use

  • Create new claims or edit existing claims except for the one that's in use

  • View the current claim in use 

  • Create new or modify existing appointments 

Limitations

  • Payments cannot be posted towards the claim that's in use.
  • Modifications cannot be made to the claim within Manage Accounts (i.e. editing payment details, or charge status). The claim will be shown with a lock icon when it cannot be modified.


ERA Locks

When a user has an ERA file open, the ERA is considered to be "locked" and cannot be opened/edited by other users. ERA Locks allow you to view which user has an ERA locked and you can disable that lock if necessary. When an ERA is in use by another user, other users within the office can perform any of the following actions:

  • Edit the patient's record within the Patient section

  • Post patient payments, insurance payments (including ERA's), and account credits towards any claim except for the one that's associated with the ERA

  • Create new claims or edit existing claims except for the one that's associated to the ERA

  • Edit or view any existing claim except for the one that's associated to the ERA

  • Create new or modify existing appointments

Limitations

  • Modifications cannot be made to the claim associated to the ERA in use within Manage Accounts (i.e. editing payment details, or charge status) or the Claim section.
  • Payments cannot be posted towards a claim that's associated to the ERA in use.


Provider Locks

When a user has a provider open, that provider is considered to be "locked" and cannot be opened/edited by other users. Provider Locks allow you to view which user has a provider locked and disable that lock if necessary.


Practice Locks

When a user has a practice open, that practice is considered to be "locked" and cannot be opened/edited by other users. Practice Locks allow you to view which user has a practice locked and disable that lock if necessary.


Report Locks

When a user has a report open, that report is considered to be "locked" and cannot be opened/edited by other users. Report Locks allow you to view which user has a report locked and disable that lock if necessary.