Complete this task to create a case from another case. All previously recorded data on the case being cloned is copied into the new case. You can then change the pertinent information on the new case.
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| Both unsubmitted and submitted cases can be cloned. |
Step-By-Step Guide
Step | Instructions | Additional Information | ||
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| 1 | From the Charge Batch: [ID] / Charge Batch Information tab, select the case to be cloned. | |||
| 2 | Click Clone (or press [Alt] + N). The Clone Case confirmation window opens.
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| 3 | Click Yes (or press [Enter] to continue. The Case: New / Patient, Guarantor & Insurance tab displays a new case created with the same data as the model case. |
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| 4 | Modify the case as necessary. | |||
| 5 | Click Save. |
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