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Copy a Clinical Document


Learn to copy a clinical document such as a Treatment Plan, Progress Note, or Diagnostic Assessment. 

Copy a Clinical Document

  1. Click on the Clinical/Charting module. 
  2. Find the clinical document you wish to copy. 
  3. Click Copy.   
  •  A Pop up will appear asking you "Are you sure you want to make a copy of this document?" 

4. Click Okay.              

  • A new window will appear with the carbon copy document.
  • When a copy is made data will NOT flow to the copy, it will remain the same. 
  • Signatures will not transfer to the carbon copy document. 

Note: Example of a copied document below. 

2019-03-08_9-20-43 new window 3 (1).png



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