Copy a Previous Encounter
This allows you to create a new charge using part or all of an existing charge.
View Service History and Copy Options
- On the Modify Charge screen, click Last Service to access the Service History and the Copy Options. This screen shows all Encounters for this Patient.
- On the Encounter you want to copy, choose one of the following from the Copy dropdown list:
- Dx Only: Copies the Diagnoses to the Diagnosis Panel on the new Encounter.
- Claim-Level Only: Copies the information to the Claim Panel and the Claim-Level Diagnoses to the Diagnosis Panel on the new Encounter.
- Full Charge: Copies to the Claim Panel, Diagnosis Panel, and the Procedures Panel. Enter DOS from pop-up.
***Note: If you copy the Full Charge, the Fees could be different:
- If the Insurance has changed, the Fees will be pulled from the Charge Fee Schedule that is linked to the Insurance on the new Encounter.
- If the Insurance is the same and the Charge Fee Schedule has not been updated, the Fees will be copied from the selected previous Encounter.
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