TREAT - Lockbox
Creating a Full or Partial Lockbox
Overview
Only users with permission to place or remove a lock see the Lockbox option in the Left Panel. If you do not see it, you do not have that permission.
Creating the Lockbox
- Select Lockbox in the Left Panel, then Add Lockbox.
- Review the title. Best practice is to leave the date and time in the title and append text only if needed.
- Select the lockbox type.
- Set access control.
- Enter the worker or workers the access control applies to. The meaning of the worker list changes depending on which option you select.
- Select Save and confirm.
Lockbox Types
| Type | What it does |
|---|---|
| Full Lock | Restricts the client's entire record. A restricted user still sees the client in search but cannot view any data in the chart. Only one full lockbox is allowed per client. |
| Partial Lock | Restricts only the information you add to it (all chart data except demographics). Multiple partial lockboxes are allowed. You must add items before they are protected. |
Access Control: Permit vs Restrict
| Setting | Meaning |
|---|---|
| Permit | Only the workers listed can view the chart or locked records. |
| Restrict | Only the workers listed are locked out of the chart or locked record. |
Training Video
Creating a Full or Partial Lockbox - User Instructions | Author: Michael Marchese | 2026-07-17
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