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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Copy a Sibling's Register Record

Version 14.19
Path: Clinical, Practice Management, Billing tab > Patient Chart button > Basic Information

Overview

This page will instruct you on how to copy a sibling's register record to another sibling. If a new record needs to be created for a sibling, follow these steps Register a New Patient.

Copy a Sibling's Basic Information

  1. Access the patient's basic demographic information by following the path above.
  2. Enter the patient's first name, date of birth, and sex. These fields are required before information can be copied.  
  3. Click the Copy From button. This will open the Patient Directory. 

  1. Search for the sibling to copy from and click the Select button.

  1. Once all other information is completed for the new patient, click SAVE.
  2. Click the Exit button.

The insurance record will not transfer over when using the copy function. Follow these instructions to copy a sibling's insurance record: Copying Insurance Information From a Family Member.
Version 14.10
Path: Smart Toolbar > Register Button

Overview

This page will instruct you on how to copy a sibling's register record to another sibling. If a new record needs to be created for a sibling, follow these steps Register a New Patient.

Copy a Sibling's Register Record

  1. On the Patient tab, enter the patient's first name, date of birth, and sex. These fields are required before information can be copied.  

Patient Register: Patient Register window

  1. Click the Copy From button. This will open the Patient Directory. 
  2. Search for the sibling to copy from and click the Select button .

Patient Register: Select Record

  1. Click the Post Edit button .
  2. Click the Exit button .

The insurance record will not transfer over when using the copy function. Follow these instructions to copy a sibling's insurance record: Copying Insurance Information From a Family Member.