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Last modified by Bailee DeBord on 2024/08/20 00:38
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1 === This guide details how to copy information from any previous encounter to another ===
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3 ==== 1. Navigate to **Charting**. ====
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5 ==== 2. Search for and select the patient’s card. ====
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7 [[image:1724113272310-108.png]]
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9 [[image:1724113379800-628.png]]
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11 ==== 3. Click in the **Chart Notes** section. ====
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13 [[image:1724113450159-287.png]]
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16 ==== 4. Click the section tab you wish to compare (e.g., subjective, objective). ====
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18 [[image:1724113606240-270.png]]
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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. ====
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22 [[image:1724113685645-283.png]]
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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.// ====
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27 ==== 6. To copy from the previous encounter, click **COPY**. ====
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29 [[image:1724113867185-665.png]]
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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**.// ====
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34 ==== 7. Click **SAVE **to save your work and continue working, or click **SAVE AND CLOSE** if your notes are complete. ====