Adding Items to a Partial Lock

TREAT - Lockbox

Adding Items to a Partial Lock

Overview

For a partial lockbox, creating the lockbox is only the first step. You must go to each item that needs protecting and add it to the lockbox.

Adding an Item

Navigate to the item to protect, open its Select Action menu, and find the lockbox there to add the item.

What a Partial Lock Can Protect

• Progress notes
• Assessments
• External documents
• IPCC Care Plan issues
• The entire Client Profile

Training Video