Important - This article is only relevant to sites using the new notes experience currently rolling out across sites.
How do I view unlocked clinical notes in the task list?
Select 'Task list' from the left-hand sidebar.
Set the 'Task type' filter (top right) to 'Unlocked notes'.
You can update the 'Assigned to' dropdown as well if needed.
Please note: Unlocked notes remain editable and may not reflect the finalised state of a patient's treatment. Locking notes promptly keeps your records accurate and compliant.
How do I lock a note from the task list?
Click the patient name against the relevant task entry.
Dentally will open the clinical note directly.
Lock the note from within the patient record.
Once locked, the task is automatically compelted from the list.
Top tip: Check your unlocked notes at least once a day to avoid a backlog building up.