How to Clone Client to Another Practice
When your username is associated with more than one practice, you can use the 'Clone To Another Practice' button to copy a client chart over to that practice.
Cloning will create the chart in the practice including all demographic information. However, all other tabs will be empty (events, documents, surveys, etc.). |
Step 1: Navigate to the clients chart - Overview page.
Step 2: Scroll to the button and select ‘Clone to Another Practice’.
Step 3: Select the Practice name from the Application dropdown. Then choose the primary professional.
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