Copy a Service Category
To copy a service category, perform the following steps:
- Select Master File > System > Service Categories.
The Service Categories List window opens.
- Select a service category form the list and select Open Menu
or right-click the service category.
- Select Copy.
The Copy Master File window appears. The Please enter the Category Name and Please enter the Shore Description fields are required.Note: Use a different name and short description from the service category you are copying.
- Select OK.
The Service Categories List window appears and you can verify the copy you created is listed.Note: When a service category is copied, SIM codes only display in the practice where they were created. For other practices, this new or copied service category will have no SIM codes created by default since SIM codes are practice-specific.