Permissions Required

• File Audit

Managing Locked Group Notes

Regular Group Notes

1. Open Group Notes.
2. Click the History tab.
3. Select the Group Note category from the first dropdown.
4. Select a User to further filter the results.
5. Select the Group Note from the Results.

NOTE: Unlocking a Group Note requires the File Audit Permission. For more information on this permission, Click HERE.

Once unlocked:

• Change the text.
• Add or Delete a participant unless the Group Note was created from an appointment (See below).
• Save and Lock to allow users to sign again.

Calendar Appointment Group Notes

To change the text in a Group Note created from a calendar appointment, follow the steps for Regular Group Notes above.

To add or delete a participant:

1. Open the Group Note from the History Tab (See Regular Group Notes above).
2. Please copy the whole note to a safe location, such as the BestNotes Notepad, before Un-Checking-In any appointment.
3. Return to the appointment.
4. Un-Check-out the appointment (NOTE: This will remove the appointment ledgers).
5. Un-Check-In the appointment (NOTE: this will remove all content from every participant - See above).
6. Add/Remove the participant.
7. Check-In and Begin Appointment to re-open the Group Note.
8. Paste the content back into the correct participant's section.
9. Save or Save and Lock the Group Note.
10. Check-Out the appointment to apply the appointment Ledgers.

Next Steps

• File Audit Permission