How can I clone a note?

Cloning notes from previous visits could save you a great deal of time.  Read on for a step-by-step guide, or watch a video here: 


Compose Note section

1. From the "Compose Note" section of a chart, click on the "Clone Previous" drop-down and choose the note you want to clone. 


All Entries section

1. From the chart's "All Entries" section, click on the drop-down next to the note you want to clone, and select "Clone." 


Calendar section

1. Open the calendar event and click "clone last note." If you have any questions, please contact us.

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