Copying notes forward
HI, I am new to SP and can't find if this question has been asked; I thought I saw somewhere where notes can be copied forward from within a client chart from a previous appt to a current appt. I set up an ADIME Assessment form to use to document each visit. Is there a way to copy the note to a new service date?
To the right side of your template note should be a blue button that says Load Previous Note. This will auto populate the field with the last note you completed in this chart. Idk about a specific date. I have copied previous notes and pasted into blank doc form to do from a specific date that was not the last note. Hope this helps.
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