Cloning Cases
Complete this task to create a case from another case. All previously recorded data on the case being cloned is copied into the new case. You can then change the pertinent information on the new case.
Both unsubmitted and submitted cases can be cloned.
Step-By-Step Guide
Step | Instructions | Additional Information |
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1 | From the Charge Batch: [ID] / Charge Batch Information tab, select the case to be cloned. |
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2 | Click Clone (or press [Alt] + N). The Clone Case confirmation window opens.  |
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3 | Click Yes (or press [Enter] to continue. The Case: New / Patient, Guarantor & Insurance tab displays a new case created with the same data as the model case. | To cancel without cloning, click No. |
4 | Modify the case as necessary. |
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5 | Click Save. |
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Charge Batches / Case Holds Tab
Charge Batches / EDC Files Tab
Charge Batches / Eligibility Tab
Charge Batch / Charge Batch Information Tab
Charge Batch / Charge Batch Error Check Tab
Charge Batch / Concurrency Log Tab
Charge Batch / Image Batches Tab
Case / Patient, Guarantor & Insurance Tab
Case / General Case Information Tab
Case / Procedures & Provider Time Tab
Case / Additional Case Information Tab
Running Error Check Validation
Correcting Errors and Warnings
Not applicable for this topic