How to Copy Previous Notes from Appointment History

Here's how to access previous notes from a patient's history and copy notes to the current day you're working on:

1. Open a new SOAP Note (can be a Text Note or a SOAP Form)
2. Click History in the upper right-hand corner
3. Find the date of service you'd like to copy notes from and select "Copy Notes," "Copy Codes," or "Copy Both."
4. Update any information you need on the note before you Sign & Complete.