Copy Codes to Another Account

This function is used primarily for Group Practices when they are setting up multiple Providers. It allows the Practice to copy information from one account to another, reducing set up time.
 You can copy:

• Billing Codes
• Diagnosis Codes
• Insurance Records
• Client Records

Before you can copy Codes to another Account, you must set up a Master Username and Password, and linked all appropriate accounts to that Master Username.

1. Click on Account Access in the blue menu on the left and then on Copy Codes to Another Account.
2. Select the Copy from and Copy To accounts as well as what type of record you would like to copy.
3. Click Continue.
4. Select the codes you wish to copy and click Copy Now.