How can I clone a note?

To clone a note, simply follow the steps below:

1. Go to "Charts".

2. To clone a note, go in to the patient's/client's chart you wish to work in.

3. Click on "Entries".

4. Click on "Compose Note" under "Entries".

5. Pick the type of note you want to clone - intake, follow-up note, or free text.  In this case, let's pick free text.  But this would work the same for all note types.

6. Click the clone button to clone the most recent note.

OR, click the down arrow to the right of retrieve draft to see a list of all possible notes to clone, then pick on the desired date.

That's it!! If you have any questions, please contact us.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.