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Duplicating an Encounter

This article reviews how to duplicate an encounter app and web.

Niki Budd
Updated by Niki Budd

How to Duplicate an Encounter - 2.0

Video Tutorial:

00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to duplicate and encounter on the web from the patient profile 00:07: To begin navigate to the patient profile 00:10: Now select encounters 00:13: Next to the encounter you wish to duplicate select the three dots 00:17: Now select duplicate 00:20: Now a modal box will populate where you can duplicate this encounter you can edit the date and time of Service choose to include existing notes or include Associated documents and resources 00:32: Click ok to complete your duplication 00:35: Now you can see the duplicated encounter if you need to edit this information select the three dots again and select edit 00:42: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help at healthyroster.com

Step-By-Step Tutorial (Web)
  1. Navigate to the individual's Encounter tab
  2. Next to the encounter you wish to duplicate, select the three dots and select "Duplicate."
  3. Next you will be prompted to duplicate if desired as well as select if you wish to include previous notes or associated documents and resources. Once complete select OK
Video Tutorial (App):

00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to duplicate and encounter on the app you may see subtle changes from app to app but keep in mind the functionality is all the same 00:12: To begin navigate to a patient profile 00:15: Now select encounters 00:18: Now you will see a list of the encounters for this patient to duplicate swipe left of the encounter you wish to do duplicate then select duplicate 00:28: You can then edit the information for this encounter once complete select save 00:34: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help at healthyroster.com

Step-By-Step Tutorial (App)
  1. Navigate to the Patient's details
  2. Select Encounters
  3. Swipe the treatment you wish to duplicate to the left and select Duplicate
  4. Edit the treatment as necessary and select Save

How to Duplicate a Treatment - Legacy

Step-By-Step Tutorial (Web)
  1. Navigate to the individuals Treatments tab
  2. Next to the treatment you wish to duplicate select the three dots and select "Duplicate"
  3. Next you will be prompted to "Edit Details" if desired as well as select if you wish to include previous notes. Once complete select "Duplicate"
Step-By-Step Tutorial (App - iOS)
  1. Navigate to the athlete treatment listing
  2. Swipe left next to the treatment you wish to duplicate
  1. Next you will be prompted to "Edit Details" if desired as well as select if you wish to include previous notes. Once complete select "Save"

Step-By-Step Tutorial (APP - Android)
  1. Navigate to the athlete treatment listing. Next click and hold the treatment you wish to duplicate.
  2. Next you will be prompted to "Edit Details" if desired, or simply duplicate the treatment.

How did we do?

How to Review and Approve Pending Encounters (iOS and Android)

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