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.