Learn to copy a clinical document such as a Treatment Plan, Progress Note, or Diagnostic Assessment.
Copy a Clinical Document
- Click on the Clinical/Charting module.
- Find the clinical document you wish to copy.
- 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.