Skip to content
← General

I suggest you ...

'Pull information from previous charts' has been merged into this idea

General

Categories

(thinking…)

Ability to copy info from previous chart into a new chart

Many intake forms are very similar with a lot of the same information and small variants between. It would be super helpful and time saving to be able to duplicate a form entirely, or at least be able to copy/paste the components between two forms.

43 votes
Farnaz Rezaee shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Submitting...
An error occurred while saving the comment
  • Erica Kuhnlein commented  ·   ·  Report

    When seeing patients back every 3-4 months for tox, we often use the same or similar dosing. Other EMRs allow you to duplicate prior chart and edit whats necessary for that day. Its incredibly time saving to not have to toggle back and forth to write a ton of tiny numbers on the face chart.

  • Rhonda Martin commented  ·   ·  Report

    For example, a client's previous weight that was captured in the system; it would be helpful to have this auto-capture in the next visit.

  • Maurice Fielitz commented  ·   ·  Report

    Be able to copy charts from a previous appointment. Be able to change date and make changes to chart if needed. This would be so much easier for example Botox appointments, copy what was done previously and changed the treatment date and change other details if needed.

  • Stefanie Magee commented  ·   ·  Report

    This would make life so much easier. So many of our appointments are repeat visits, plus this would be a way to document meds/supplements/PMH/PSH each visit since we are unable to connect some of those fields.

    PLEASE PLEASE PLEASE add this!!!

  • Beret Loncar commented  ·   ·  Report

    This is a rather standard health care thing....This should be built just because its standard practice. Its like leaving legs off a table.

  • Beth VonDielingen commented  ·   ·  Report

    A way to pull starting weight and BMI to weekly forms. Different options than birthdate and name to pull more into forms.

  • Rebecca Bialas commented  ·   ·  Report

    I would like to be able to duplicate a chart from one I've already signed. For example, I am seeing a patient for Botox, who I already saw 3 months ago and signed a chart on. I would like a button to "Duplicate" the chart from that 3-mo-ago visit, so I can edit it to reflect any changes we make at the current visit, but any other information that is still pertinent is carried forward!

  • Joanna Hooten commented  ·   ·  Report

    This would be so helpful for all medspas who have repeat clients getting similar procedures

  • Alexis Mitchell commented  ·   ·  Report

    For recurring appointments with the same client, it would be great to be able to duplicate a past chart and it be editable as if it were an unsaved chart so we can add changes if anything is updated. This would save us so much time and create more consistency in our charting and practice.

  • Alexa Erickson commented  ·   ·  Report

    The business would like forms to have automated fields for when information has already been received, that the fields auto fill with that information rather then re entering it.