About clinical record lockdown
Use clinical record lockdown to automatically prevent changes to clinical records after a given date.
Clinical record lockdown:
- Helps makes sure that your organization has accurate clinical records
- Helps makes sure that changes to clinical records are easy to monitor
- Helps makes sure that staff cannot incorrectly change clinical records
Clinical record lockdown and locked clinical records
Persons with the applicable user account permissions can also lock
clinical records. And ezyVet can also automatically lock
clinical records. Thus, ezyVet has two features that
prevent clinical record changes:
- Clinical record lockdown
- Locked clinical records (with a manual or automatic method)
It is important to know that the two features are not the same. Because you can use the features at the same time, it is important to know how and when each feature prevents changes to clinical records.
This table gives conditions and results for clinical record lockdown and locked clinical records:
| Condition | Result |
|---|---|
| The record is in the clinical lockdown period and the record is not locked. | A person cannot change the record data. And a person cannot lock the record. |
| The record is in the clinical lockdown period and the record is locked. | A person cannot change the record data. And a person with the user account permission cannot unlock the record. |
| The record is not in the clinical lockdown period and the record is locked. | Only a person with the user account permission can unlock the record. After the person unlocks the record, all staff of the site can change the record data. |
Note: For more information about locked clinical records, refer to:
Note: The permission is only applicable to locked clinical records. The permission is not
applicable to clinical record lockdown. If a clinical record is in the clinical
record lockdown period, a person with the permission cannot unlock it. To change the clinical record, a
practice manager must first change the clinical record lockdown period.
ezyVet identifies a locked clinical record with a lock icon:
ezyVet shows LOCKED and
UNLOCKED buttons in clinical records for persons who have
the applicable permissions for locked clinical records. But a clinical record that
is in the clinical record lockdown period:
- Does not show the lock icon
- Does not show the LOCKED button or UNLOCKED button