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Last modified by Bailee DeBord on 2024/08/20 00:38
From version 1.9
edited by Bailee DeBord
on 2024/08/20 00:38
Change comment: (Autosaved)
To version 1.6
edited by Bailee DeBord
on 2024/08/20 00:28
Change comment: (Autosaved)

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1 1  === This guide details how to copy information from any previous encounter to another ===
2 2  
3 -==== 1. Navigate to **Charting**. ====
3 +1. Navigate to **Charting**.
4 +1. Search for and select the patient’s card.
4 4  
5 -==== 2. Search for and select the patient’s card. ====
6 -
7 7  [[image:1724113272310-108.png]]
8 8  
9 9  [[image:1724113379800-628.png]]
10 10  
11 -==== 3. Click in the **Chart Notes** section. ====
10 +1. Click in the **Chart Notes** section.
12 12  
13 13  [[image:1724113450159-287.png]]
14 14  
15 15  
16 -==== 4. Click the section tab you wish to compare (e.g., subjective, objective). ====
17 17  
16 +1. Click the section tab you wish to compare (e.g., subjective, objective).
17 +
18 18  [[image:1724113606240-270.png]]
19 19  
20 -==== 5. Select the prior encounter from the **Compare Prior Encounter** dropdown. You can also copy information from a different encounter. Click the **Compare Prior Encounter** dropdown and choose a different date if you need to copy info from an encounter aside from the most recent one. ====
20 +1. Select the prior encounter from the **Compare Prior Encounter** dropdown.
21 21  
22 -[[image:1724113685645-283.png]]
23 23  
23 +**Note**: This action can only be performed with encounters with dates of service prior to the current encounter on the calendar, no matter when the encounter was created. So, for example, if you are working on an encounter with a date of April 2, 2023, you can compare and copy from any encounter with a date of service before that date. If you have an encounter for the same patient on April 5, 2023, that encounter will not be available in the dropdown.
24 24  
25 -==== **Note**: This action can only be performed with encounters with dates of service prior to the current encounter on the calendar, no matter when the encounter was created. So, for example, if you are working on an encounter with a date of April 2, 2023, you can compare and copy from any encounter with a date of service before that date. If you have an encounter for the same patient on April 5, 2023, that encounter will not be available in the dropdown. ====
25 +1. To copy from the previous encounter, click **COPY**.
26 26  
27 -==== 6. To copy from the previous encounter, click **COPY**. ====
27 +[[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FdvT&feoid=00N3Z00000CK8NB&refid=0EM3Z000004EGIO||alt="Click Copy" height="98" width="500"]]
28 28  
29 -[[image:1724113867185-665.png]]
29 +**Note**: The button will identify which section of the chart you are in, so if you are in the Subjective area, the button will say **COPY SUBJECTIVE**.
30 30  
31 +You may also use commands on the keyboard to copy and paste parts of the text instead of the entire section.
31 31  
32 -==== //**Note**: The button will identify which section of the chart you are in, so if you are in the Subjective area, the button will say **COPY SUBJECTIVE**.// ====
33 +Click different tabs at the top to move between the sections of the chart note.
33 33  
35 +You can also copy information from a different encounter. Click the **Compare Prior Encounter** dropdown and choose a different date.
34 34  
35 -==== 7. Click **SAVE **to save your work and continue working, or click **SAVE AND CLOSE** if your notes are complete. ====
37 +1. Click **SAVE **to save your work and continue working, or click **SAVE AND CLOSE** if your notes are complete.
38 +
39 +
40 +
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