Create a Note from Another Note

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Create a Note from Another Note

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To create a note from another note:

 

1.Select Note List.

 

2.Select a note.

 

3.Select the Copy Forward option.

 

4.A Create Note panel will display. The note type will copy forward from the previous note, and this may be edited if needed. Any needed modifications can be added to the note.

 

5.Select Draft to save the note or Sign to complete the note, a green success message will display in the upper right hand corner that the selected action was successful.

 

 

NOTE: Filters will automatically update with current data on the patient's account when copy forward is selected. 

 

NOTE: Copy Forward is not available from a note on the current visit to a note from a past account.