When creating a new encounter/SOAP note you will generally just click the (+) button in the top right corner of the SOAP note block. However, many times your workflow will involve scenarios where you are primarily going to be reviewing and adjusting your discussion from a previous encounter. In these instances you can either:


  1. Create a sub-note of the original encounter by right-clicking on the original SOAP note and selecting the option to create a sub-note; or 
  2. You can choose to clone your previous note and then make any adjustments/edits in the newly created note.


To clone a note just right-click the note you want to copy and select the option to clone the note:


Then pick the components you'd like to clone and click the Create Cloned Note button and it will pop up a new window with the cloned note:


If you regularly select the same note-components to clone you can check the categories you want and click the small link at the bottom of the window to save the settings as your default cloning options. 


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.