Copying an Existing Patient

Patient Copy allows you to create a new patient by copying basic information from another patient. This is useful when adding patients who are members from the same family. As soon as the patient is copied, the new patient is added to the database.

The following information is copied for the new patient:

  • Last Name

  • Address information

  • Third Party information

Select the applicable tab to learn about copying patients in your province.

To copy a patient:

  1. Search for the patient using the last name.

  2. In the search results, highlight a patient who is a member of the same family (i.e., has the same address).

  3. Select Copy.

    A prompt appears to remind you to update the patient information.

  4. Select OK to the prompt. The Patient Folder will open with the last name, address, and Third Party information already filled in.

  5. Enter the basic information for the patient, such as first name, birth date, gender, etc.

  6. Select the Third Party tab.

  7. If needed, update the relationship and patient code for each Third Party.

  8. Update any other information for the patient in the remaining tabs of the Patient Folder if needed (i.e., Clinical, Programs, Preferences, etc.).

  9. Select Save.