Clients and forms

How to edit or understand a chart note status

Edit notes that remain open and understand when a finalized record is intentionally locked.

Step by step

1
Open the client's Chart tab and select the note card.
2
Choose Edit when the note status allows changes.
3
Update the note and save it.
4
If the note is locked or finalized, add an appropriate follow-up note instead of changing the original record.

What should happen

Editable notes can be corrected, while finalized history remains clear and traceable.