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Copy Patient

Last update
March 15, 2024

The Copy feature copies Patient demographic and injury information to a selected Billing Provider.

Step 1. From the Patient Page, click ‘Copy’

For patients with multiple injuries, the Copy feature copies all injuries to the selected Billing Provider.

Bills for the Patient are not copied to the selected Billing Provider.

Step 2. Select a Billing Provider

Patient demographics and all injury information are copied to the selected Billing Provider.

Step 3. Review Patient and Injury Information

After selecting a Billing Provider, you will be redirected to the new Patient Page for the selected Billing Provider.

That was easy!

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