Skilled Nursing Facilities

Locking the MDS 2.0 Assessment

After the MDS assessment is completed and signed, you can lock the MDS assessment record. You must complete and sign the MDS assessment, and have the correct security permissions to lock MDS assessment record.

You can access Admission, Quarterly, Annual, and Significant Change assessments, after Section V is signed successfully. The MDS Section listing screen opens where a lock button appears. For all other record types, after the final section is signed successfully, the MDS Section listing for that record opens where a lock button appears.

  1. Navigate to a resident's MDS Record with all sections completed and signed off.

  2. Click Lock.

  3. Click OK to acknowledge the window that appears that the record is successfully locked. MDS record now has a status of Export Ready.

  • You need the appropriate security to unlock an MDS record.

  • Only locked MDS records can be added to a batch to be submitted.

  • You must have security to lock and unlock an MDS record

    • Clinical module > MDS 2.0 Operations > MDS Locking and MDS Unlocking = Yes

  • All elements on the MDS record must be saved, signed, and error/warning free to lock the record.