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.