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Using the Note Locking Feature to Manually or Automatically Lock a Batch of Notes

Updated

Description

This quick guide outlines the steps required to manually and automatically lock a batch of existing notes.

 

Contents

The following topics are covered in this quick guide:

Steps

 

Section 1 - Accessing the Note Management Section

  1. In the Sidekick, click the More menu, then click Administration.
     

     

    Administration Menu

     

  2. In the Administration menu, under Practice information, click Note Management.
     

     

    Note Management Option

     

  3. The Note Management module opens and the Note Locking section displays.
     

     

    Note Locking Overview

     

Section 2 - Setting the One-Time Note Lock Feature

  1. To manually lock a batch of existing notes, click the One-time lock button.
     

     

    One-time lock button

     

  2. Click the Note Tags drop-down menu and select the checkboxes for the tags you wish to lock.
     

     

    Tag Selection

     

  3. Enter or select a date in the Lock notes created on or before field.
     

     

    Calendar Date Selection

     

  4. Click Schedule.

    Note: One-time locks are processed overnight and will appear in the Schedule History once completed.

     

    Scheduled Message

     

Section 3 - Canceling the One-Time Note Lock Feature

  1. If the lock hasn't run overnight yet, you can click Cancel one-time lock in the One-time lock section.
     

     

    Cancel Lock button

     

  2. Confirm by clicking Cancel Lock in the dialog box.

Section 4 - Activating the Scheduled Note Lock Feature

  1. To set a recurring rule for locking notes based on age, click Edit in the Scheduled lock section.
     

     

    Edit Scheduled Lock

     

  2. Select your Note Tags and choose the Age of Notes (e.g., 1 day, 7 days).

  3. Set the Schedule Status to Active and click Save.
     

     

    Set Active Status

     

Section 5 - Deactivating the Scheduled Note Lock Feature

  1. Click Edit in the Scheduled lock section, change the Schedule Status to Inactive, and click Save.

Section 6 - Viewing a Locked Note

  1. Locked notes display a lock icon in the Sidekick. Click the note to view details.
     

     

    Lock Icon View

     

  2. The details will show red text indicating when the note was locked and by whom (either a user or "Curve Hero").
     

     

    Locked Note Details

     

Copyright 2026 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice's operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer ("Licensee"). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee's established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.

Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.

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