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Duplicating an Encounter

Written by Amelia Boyer

Updated at February 10th, 2025

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Table of Contents

How to Duplicate an Encounter Video Tutorial: Step-By-Step Tutorial (Web): Video Tutorial (App): Step-By-Step Tutorial (App):

How to Duplicate an Encounter

Video Tutorial:

Your browser does not support HTML5 video.

Step-By-Step Tutorial (Web):

  1. Navigate to the individual's Encounter tab
     
  1. Next to the encounter you wish to duplicate, select the three dots and select “Duplicate.”
     
  1. Next you will be prompted to duplicate if desired as well as select if you wish to include previous notes or associated documents and resources. Once complete select OK
     

Video Tutorial (App):

Your browser does not support HTML5 video.

Step-By-Step Tutorial (App):

  1. Navigate to the Patient's details
     
  1. Select Encounters
     
  1. Swipe the treatment you wish to duplicate to the left and select Duplicate
     
  1. Edit the treatment as necessary and select Save
     

 

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