How Do I Copy A Previous Note?

Step 1: Click on a patient’s appointment in the calendar

Step 2: Next, click the green ‘View Clinical Note’ button:

Step 3: Click ‘Copy previous note’ on the upper right corner of the screen:

Step 4: There will be a drop down list of previous notes to select from:

Step 5: Select the desired specification(s) or click "Copy entire note" and click 'Confirm'


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