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Copy Patient

The Copy Patient 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 Patient feature copies all injuries to the selected Billing Provider.

Step 2. From the ‘Select Billing Provider’ drop-down list, select a ‘Billing Provider’, then click ‘Copy Patient’

Patient demographic and all injury information is copied to the selected Billing Provider.

Step 3. Review Patient and Injury Information

Clicking ‘Copy Patient’ automatically navigates to the new patient page for the selected Billing Provider.

Step 4. Optional: to delete an injury, select an injury from the Patient Page

For patients with multiple injuries, the ‘Copy Patient’ feature copies all injuries to the selected Billing Provider. Delete any injuries not applicable to the Billing Provider. 

Step 5. Optional: to delete an injury, click ‘Delete’

Injuries without associated Bill Submissions can be deleted.

That was easy!

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