Cloning is an easy way to clone charges from a previous patient visit for a new date of service.
You can clone charges two ways:
- Individual or Multi patient cloning
- Cloning from historical charges
Individual and Multi patient charge cloning
- Swipe one or multiple patients to the right
- Select +Clone, if cloning multiple patients tap the first clone button.
- Confirm the date of service (default is the current date)
- Tap Done
Cloning from historical charges
- Access historical charge by swiping the patient to the left and tap the green Charges button.
- The Charge Summary screen will open to the New Charges list. Tap Historical tab to see charges already submitted to the back-office.
- To Clone a historical charge, swipe it to the left and tap the Clone button.
- Confirm the date of service and tap save top right corner.
NOTE
- Historical charges cannot be edited, until after if has been cloned successfully
- The download limit for past charges is set to 10 by default. This setting can be changed in your Account preferences from the web application.
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