How to Duplicate Documents Using the Clipboard

John Austin Updated by John Austin

This article will describe how to duplicate documents using the clipboard.

When filing a document to a patient record, occasionally there will be a need to file the same record to more than one patient, this can be done one of two methods, the other method is covered in the How to Duplicate Documents Once Filed article.

When duplicating a document when filing, you cannot create a review at the time of filing. If you need to do both, File the document as normal and create a review. This is covered by the other method - see the How to Duplicate Documents Once Filed article.

To duplicate a document using the clipboard:

  1. Select the document from the Capture and Filing screen.
  2. Select File Document.
  3. Check the Filing Details.
  4. Select the Create Review field and choose Add to Document Clipboard from the options.
  5. Select Save to file to the first patient.
  6. Once you have filed the first document, use Search to find the second patient.
  7. Open their Patient Documents screen.
  8. Select Document clipboard from the Document Actions panel. The Document Clipboard pop up will appear.
  9. Select the document copied to the Clipboard.
  10. Select the Duplicate button. The document will be filed to the second patient record with the same Filing Details used in the first document.

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Deleting Filed Documents

How to Duplicate Documents Once Filed

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