Locking Reports

If you want to prevent changes from being made to your reports after you configure them, you can lock your reports. Once reporting is locked, no reports are editable – they can only be printed. To make further changes, disable the lock and then re-enable it when you have finished.

This feature is only available to Practice Admins & Super Admins, so standard users cannot access it.

To lock your reports, go to your Practice Settings Wheel -> Practice and Statements -> Statements and Reporting -> Lock Reports.

Video Overview