Duplicating An Assessment

Practitioners can duplicate assessment notes during a reassessment to maintain accuracy and continuity of information, aiding in tracking progress and identifying changes in the patient's condition. It's helpful to duplicate past assessments so you can modify just the changes.

How to Duplicate an Assessment

Follow the steps below to duplicate an Assessment.

  1. Login as a Practitioner.
  2. Go to the Patient's Profile.
  3. Click Clinical Notes in the left sidebar.
  4. Click on a Draft Clinical Note.
  5. Within the SOAP section of the note, click View Past Assessments.
  6. Click Duplicate.

Important Note: The Clinical Note template must have the SOAP widget enabled, and the Assessment checkbox selected to access assessments on the clinical note.

Merge Duplicate Patient Profiles

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Uploading Files to Patient Profiles

Upload Files into a Patient Profile

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Practitioners can duplicate assessment notes during a reassessment to maintain accuracy and continuity of information, aiding in tracking progress and identifying changes in the patient's condition. It's helpful to duplicate past assessments so you can modify just the changes.

How to Duplicate an Assessment

Follow the steps below to duplicate an Assessment.

  1. Login as a Practitioner.
  2. Go to the Patient's Profile.
  3. Click Clinical Notes in the left sidebar.
  4. Click on a Draft Clinical Note.
  5. Within the SOAP section of the note, click View Past Assessments.
  6. Click Duplicate.

Important Note: The Clinical Note template must have the SOAP widget enabled, and the Assessment checkbox selected to access assessments on the clinical note.

Practitioners can duplicate assessment notes during a reassessment to maintain accuracy and continuity of information, aiding in tracking progress and identifying changes in the patient's condition. It's helpful to duplicate past assessments so you can modify just the changes.

How to Duplicate an Assessment

Follow the steps below to duplicate an Assessment.

  1. Login as a Practitioner.
  2. Go to the Patient's Profile.
  3. Click Clinical Notes in the left sidebar.
  4. Click on a Draft Clinical Note.
  5. Within the SOAP section of the note, click View Past Assessments.
  6. Click Duplicate.

Important Note: The Clinical Note template must have the SOAP widget enabled, and the Assessment checkbox selected to access assessments on the clinical note.

Merge Duplicate Patient Profiles

Portal User Accounts for Online Booking

Uploading Files to Patient Profiles

Upload Files into a Patient Profile

Preview Uploaded Files

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice