Duplicating a Previous Clinical note

Since a patient's /client's subsequent treatments are usually the same or very similar, duplicating notes is a very convenient feature.  When you duplicate a note, all information is pushed forward into the new note and can be adjusted as well.
  1. Click on the Patient's/Client's name
  2. Click on the Clinical Notes tab
  3. Under the Finalized Clinical note section, click the Duplicate button (of the note you want to replicate)

 

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    David Villers
    Edited by David Villers
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