Data Restrictions for Non-Active Episodes

A new toggle gives practice administrators greater control over what can be modified within non-active (closed or inactive) episodes.

How It Works

When the toggle is enabled, only Superusers can create or edit data within non-active episodes. For all other users, the following restrictions apply:

• Appointments — cannot be created, cancelled, or updated

• Health Information — cannot be edited

• Case Notes — cannot be created, edited, or deleted

• Invoices — cannot be created or updated

• Letters — cannot be created or updated; drafts cannot be published

• Reports — cannot be created or updated; drafts cannot be published

Audit Trail

If a Superuser creates or edits data within a non-active episode, the corresponding activity log item will include a note detailing the changes made — ensuring full transparency and accountability.

Read our full 'How to' guide here: https://support.tacklit.com/en/articles/13740537-how-to-lock-episodes-of-care