Copy a Sibling's Register Record

Version 14.19
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.
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.