Duplicating notes is a convenient feature. Patient's subsequent treatments are often similar in practice. When you duplicate a note, all information from the original note is added to the new note and can be adjusted if needed. Here are the two ways to duplicate a clinical note for subsequent appointments.
Method One: From the Patient Profile
- Click on the Patient's name.
- Click on the Clinical Notes tab.
- Under the Finalized Clinical Note section, click the Duplicate button.
Method Two: From the Appointment
- Click on the Appointment.
- Click on the Add Note button.
- Under the Duplicate Notes section, select the Clinical Note you want to duplicate.
Comments
2 comments
It doesn't duplicate anywhere. I have a note opened because the patient was here and I want the old note to populate the new. I hit duplicate and nothing!
Please sign in to leave a comment.