How to view and copy previous treatment notes

Quickly access and duplicate past treatment notes to maintain consistency across sessions.

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Instructions

  1. On the Calendar, select the appointment
  2. Go to Treatment Note, then View Past Notes in the top right corner
    view_past_notes.png
  3. Select the previous note, on the left side
  4. Click Duplicate Note in the upper right corner
    duplicate_note.png

Note: When duplicating a note, your current note will be replaced by the past note. Any current content will be permanently deleted.


Video Guide


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