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Locking Notes & Changing Providers

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Hi all,

Two questions:

1. Is there a way to mass review or lock notes for a single day? I know how to run an unlocked visits report but that’s not what I mean. I have a PA whose notes I have to close daily and it would be great to be able to either close them in batch or to be able to automatically cycle through all the open notes for a given day without needing all the clicks to open each note individually.

2. Is there a way to mass change the supervising “Provider” for a given “Resource” on a given date? I know how to do it for a single encounter but sometimes my PA is incorrectly assigned to another doc in my practice and I have to change his whole day.

Thanks!


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