Copying a Journal Entry

Copying a Journal Entry allows the user to duplicate an entry on multiple cases, and retain the original entry so it remains visible on the original case. Ensure the case numbers are accurate when copying journal entries, as the system will only detect an error if the case number is invalid. When deciding whether or not to copy an entry, be mindful of HIPPA regulations and confidentiality requirements.

From within the context of a case:

1. Click Journal from Utility Navigation. The Journal List window opens.

2. Select the check box for the entry to be copied.

3. Click the Copy button to open the Journal Entry window.

4. Enter the case number the journal entry should be copied to in the To Case Number field.

5. Click the Copy button or the Cancel button to return to the Journal List window.

6. Navigate to the other case to view the copied journal entry.