You can easily copy a note from a previous visit to make the charting process more efficient.
1. Click on a patient’s appointment in the calendar. Click the green View Clinical Note button.
2. Click Copy previous note on the upper right corner of the screen. There will be a drop-down list of previous notes to select from.
3. Select the desired sections to copy or click Select entire note.
The Copy Previous Note pop-up displays the exact names of forms as they appear in the H&P, SOAP, and Additional tabs within the clinical notes screen. By default, the forms in the Additional section are listed in alphabetical order.
4. Click Confirm.
