To create a new, blank encounter note, click on the plus sign + at the top right corner of the Encounter Notes block in the patient's chart. This will open up a brand new encounter note in a new tab.


If the current visit is following up on a prior visit and you'd like to use the previous note as a starting point, you can instead start your new note by cloning the previous note. This is done by right-clicking on the previous note and selecting the option to clone.


You will be able to select which specific parts you'd like to bring forward to your new note (and set your selections as your preferred cloning default settings). When you click the button to create the cloned note, the cloned note will appear in a new tab.



Note: When charges are cloned to a new note it will omit any payments, and it will also remove any insurance payments or write-offs from the new charges.