Locking the Diagnosis Tab (Treatment Plan, Case Conceptualization, Intake Interview)
Overview
Users can now lock each section within the Diagnosis tab to prevent changes after a treatment plan, case conceptualization, and intake interview has been finalized. This feature helps practices maintain documentation accuracy, protect historical records, and ensure that only authorized users can update diagnostic information.
What Locking the Diagnosis Tab Does
When these tab(s) are locked:
Clinicians cannot edit, add, or remove any details.
The tab becomes read‑only for all users.
Historical diagnostic data remains preserved for compliance and auditing.
Users can still update these tabs when necessary.
How to Lock or Unlock the Diagnosis Tab
Select the lock icon located within the tab header.
Once locked, the icon will turn red, indicating that the page is actively locked and cannot be edited.
To unlock, simply select the lock icon again and confirm that you want to unlock the document.
The icon will return to its default color, and the tab will become editable.
Related Articles
How to Create a Treatment Plan
Step 1: Navigate to the client’s appointment and select Add Note. Step 2: Open the Diagnosis tab. Then, select Treatment Plan. Here you can select a type of treatment plan, add dates, and select Save. Select New Plan to create a new treatment plan. ...Treatment Plan Overdue Within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...Signing a Treatment Plan from the Client Portal
To review and sign your treatment plan, navigate to the Treatment Plan tab. Here, you can review your plan. Then, select Signature. Use your mouse or a stylus pen (depending on your device capabilities) to sign in the signature box. Once the ...Adding Diagnosis Codes
STEP 1:  Navigate to the “Diagnosis” tab within the desired client’s profile STEP 2: Under the Treatment Methods heading, click on the Select Diagnosis Code drop down Begin typing the code/description in the search bar If the diagnosis is not ...How to Ensure all Claims Generate in the Claim Center (Effective Date on Insurance Plan)
Step 1: Navigate to the clients chart and select the claim center tab. Step 2: Select Actions->Update Insurance Plan. Then, change the plan's effective date back to the date you want claims to start generating.