Signing off a treatment record
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Signing off marks a treatment record as complete. It does two things at once: it locks the map so it can no longer be edited, and it deducts matched products with positive quantities from stock. You need clinical access to sign off.
How to sign off
- Open the record's treatment map and make sure everything is entered correctly: points, products, quantities and batch numbers.
- Press Save map first. The Complete & sign off button is disabled while you have unsaved changes.
- Press Complete & sign off, then confirm with Sign off and lock the map.
What happens to stock
Map products are matched to your Stock list using their saved product link, or their name if there is no saved link. Only matched products with positive quantities are deducted. Manual product lines entered when you added the record are not deducted a second time. The confirmation message tells you exactly what happened, for example how many product lines were deducted. If a product cannot be matched, the record still signs off but that line is listed as not deducted, so you can adjust stock by hand if needed.
If stock cannot be read or the saved map has changed, sign-off stops and shows a message. If the result cannot be confirmed, keep the page open and review the saved record before trying again.
After sign-off
The map becomes read-only and shows the date it was locked. You can still view and print it, and the record remains on the patient's history. What was documented on the day stays exactly as it was written, which is the point of signing off.
Adding to a signed-off record
Locked does not mean finished. If something needs adding later, a phone call the next morning or a detail you did not have at the time, use Add amendment on the record. For a shared visit map, use Add visit amendment on the map. The amendment appears underneath the original as its own dated, attributed entry, and the original stays exactly as it was written.
That is deliberate and it is how clinical records are meant to work: the record answers "what was known, and when", so it has to read in order and show its own amendments rather than quietly change. A record you can rewrite is worth much less if you are ever asked to produce it.
See Correcting and amending a clinical note for when you can edit in place instead.