Mobile EHR App: How do I duplicate a clinical note?


Duplicating Notes on the EHR/EMR App

If you have appointments that are similar to prior visits, you may save time by duplicating your notes and then modifying those notes to reflect any changes that are unique to your new appointment.

To begin, navigate to a patient's appointment and select 'Start Visit'.


Once the visit has been initiated, select 'Copy Other Note' at the upper right hand corner.



When you select 'Copy Other Note', you'll be shown a list of past appointments for the patient. From this list, select the appointment you would like to copy.


After you've selected an appointment, tap on the 'Select Entire Note' button. All the components on this form will be selected and will be copied to a new note when you tap on the 'Copy This Note' button on the upper right hand corner.


After you copy the note, you'll notice that the fields within your selected templates have been filled out with the information previously entered. You may now make any appropriate changes to this template once it has been populated.

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