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Session record3 min read

Sign and lock

Sign a finished chart to lock it. Unsigning is a logged step, and the save history stays intact.

Tactile editorial artwork for Sign Lock

Friday afternoon, you notice Tuesday's note still says left shoulder when you needed the right. If that chart was only ever a draft, you fix it. If you had signed it, you should have to decide to fix it, and the chart should remember that you did. That is what signing is for.

Signing a chart

In the editor, mark the chart complete, then click Sign session. The badge changes to Signed, and Goji records who signed and when. The button only appears once the chart is complete, so a half-finished draft doesn't get locked by accident. Anyone on your team with access to the practice can sign or unsign; there is no separate permission for it, and the signature is attributed to whoever clicked.

From then on the chart is read-only. Every field in the form is disabled, autosave is off, Save changes is disabled, and Undo and Redo are disabled. Reopening as a draft, changing the status and Restore this version are blocked too. Open the editor on a signed chart and a notice at the top says the session is signed and locked.

The Signed badge, a locked notice and one way back.

Locked on the server, not just on screen

The lock isn't only greyed-out fields. Saving the chart, changing its status and restoring an earlier version each check the signature first on the server, and refuse with the message This session is signed and locked. Unsign it first to make changes. A second tab left open on the chart gets the same refusal rather than quietly overwriting a signed note.

Unsigning to correct a record

To make a correction, click Unsign to edit on the visit's details page, or Unsign in the editor. The chart becomes an ordinary editable chart again, and stays that way until someone signs it a second time. Unsigning is its own entry in the session history, shown as Reopened after signing, with the name of whoever did it and the time. The sign itself is a Signed entry.

Both steps leave their own entry.

Signing doesn't throw anything away. Every save from before the signature is still in History, and while the chart is unsigned you can restore any of them (see restoring a version). While it is signed, Restore this version is disabled, with a hint to unsign first.

A signed chart's PDF says so: the header status reads Signed and the footer carries a line with the signer's name and the date and time (chart PDF).

What this isn't

Signing here is a lock with a record of who and when. It isn't a typed or drawn signature, it doesn't ask for a password again, and Goji makes no claim that it meets any particular regulation or e-signature rule. If your state, payer or employer has requirements for how a note is attested, check them; the lock and the history are the tools Goji gives you.

Try it in your own practice.