How do I lock and unlock chart notes in Prospyr?
This article explains how chart note locking works in Prospyr, who can unlock a locked note, and how to review the audit log for a note. It's for providers, and workspace owners who manage charting.
Who can lock and unlock notes
Only the following roles can manually lock or unlock a note:
Workspace owners
The note's author
A provider who has signed the note
The provider assigned to the note
Note: If you don't see a lock or unlock option on a note, you likely don't have one of the roles listed above for that specific note.
How notes lock automatically
When a provider completes a chart note by saving and signing it, the note locks automatically. No extra steps are needed.
You can also lock a note manually before it's signed, using the lock button in the note.
How to unlock a note
Open the chart note you want to unlock.
Look at the note footer for the red "Note is locked" status.
Click Unlock Note.
Confirm the note is now editable — you'll see a "Note lock status updated" confirmation, and the note can be edited directly.
Important: Unlocking a note doesn't create a separate addendum entry — it reopens the original note for direct editing. There's no reason or comment required to unlock, but every change is tracked in the note's audit log (see below), so the change history is always available.
How to view the note audit log
Open the chart note.
Click Audit Log, located near the top left of the note, under the note title.
Review the log, which tracks:
Note creation
Changes to note content
Title changes
Who made each change and when
Note: From the audit log, you can also revert the note to a previous version if needed.
Common Issues
I don't see an Unlock Note option.
This means you're not the note's author, the signing provider, the assigned provider, or a workspace owner. Ask one of these team members to unlock it, or reach out to your workspace owner for help.
I unlocked a note but can't find my old version after editing it.
Open the Audit Log for that note — every previous version is tracked there, and you can revert to an earlier version if needed.