**Note: This action is only performed by E Health Partners staff or authorized personnel.** 


There are several options for copying clinical evaluations from one provider to another and vice versa.


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 
  • Select the Settings option.


  • The following screen will be displayed:  


  • Click on the General button and select the Staff & Providers option. 


  • The following screen will be displayed:


  • Press the Copy Clinical Evaluations button, located at the top of the screen.  


  • The following screen will be displayed:


  • Select the provider or group from which you will copy the clinical assessments in the From field. Then, select the provider to which you will copy the clinical assessments.


  • In the right column, select all the options of evaluation types, which you want to copy to the selected provider. Or, you can select all options.


  • If you wish to replace the current configuration of the selected provider, select the Replace current configuration checkbox.


  • Once you have completed the selection of all options, press the Save button located at the top of the screen.


  • If you want to copy any Template from the progress note, select it and then press the Save button.  


  • The following confirmation message will be displayed (Note: The user must be extremely sure of the action to be performed, since once the Yes button is pressed to confirm the copying of clinical evaluations from one group or provider to another, it cannot be reversed).


  • Press the Yes button to continue with the process of copying the clinical evaluations.
  • Press the No button to cancel the action. 


Option #2

  • Click on the QuickLinks text, located at the top of the screen. 
  • Select the Staff and Providers option.


  • The following screen will be displayed:


  • Press the Copy Clinical Evaluations button, located at the top of the screen.  


  • The following screen will be displayed:


  • Select the provider or group from which you will copy the clinical assessments in the From field. Then, select the provider to which you will copy the clinical assessments.


  • In the right column, select all the options of evaluation types, which you want to copy to the selected provider. Or, you can select all options.


  • If you wish to replace the current configuration of the selected provider, select the Replace current configuration checkbox.


  • Once you have completed the selection of all options, press the Save button located at the top of the screen.


  • If you want to copy any Template from the progress note, select it and then press the Save button.  


  • The following confirmation message will be displayed (Note: The user must be extremely sure of the action to be performed, since once the Yes button is pressed to confirm the copying of clinical evaluations from one group or provider to another, it cannot be reversed).


  • Press the Yes button to continue with the process of copying the clinical evaluations.
  • Press the No button to cancel the action. 


Option #3

  • Press the Settings button in the main menu. 


  • The following screen will be displayed:  


  • Click on the General button and select the Staff & Providers option. 


  • The following screen will be displayed:


  • Press the Copy Clinical Evaluations button, located at the top of the screen.  


  • The following screen will be displayed:


  • Select the provider or group from which you will copy the clinical assessments in the From field. Then, select the provider to which you will copy the clinical assessments.


  • In the right column, select all the options of evaluation types, which you want to copy to the selected provider. Or, you can select all options.


  • If you wish to replace the current configuration of the selected provider, select the Replace current configuration checkbox.


  • Once you have completed the selection of all options, press the Save button located at the top of the screen.


  • If you want to copy any Template from the progress note, select it and then press the Save button.  


  • The following confirmation message will be displayed (Note: The user must be extremely sure of the action to be performed, since once the Yes button is pressed to confirm the copying of clinical evaluations from one group or provider to another, it cannot be reversed).


  • Press the Yes button to continue with the process of copying the clinical evaluations.
  • Press the No button to cancel the action. 


Option #4
  • Go to the Billing screen. 
  • Press the Settings button, located at the top of the screen. 
  • Select the Referring Providers option.


  • The following screen will be displayed:


  • Press the Copy Clinical Evaluations button, located at the top of the screen.  


  • The following screen will be displayed:


  • Select the provider or group from which you will copy the clinical assessments in the From field. Then, select the provider to which you will copy the clinical assessments.


  • In the right column, select all the options of evaluation types, which you want to copy to the selected provider. Or, you can select all options.


  • If you wish to replace the current configuration of the selected provider, select the Replace current configuration checkbox.


  • Once you have completed the selection of all options, press the Save button located at the top of the screen.


  • If you want to copy any Template from the progress note, select it and then press the Save button.  


  • The following confirmation message will be displayed (Note: The user must be extremely sure of the action to be performed, since once the Yes button is pressed to confirm the copying of clinical evaluations from one group or provider to another, it cannot be reversed).


  • Press the Yes button to continue with the process of copying the clinical evaluations.
  • Press the No button to cancel the action. 



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