NextGen Knowledge Center

Copy a Staging Record with or without Changes

You can make a copy of a record from the current encounter or from a previous encounter.

If you open a record from a previous, locked encounter, the Save & Close button is disabled and a Locked Encounter notice appears.
Locked Encounter

  1. Access the Onc Treatment Summary template and scroll to the Staging panel.
  2. Locate and select the record to be copied on any of the panel grids.
  3. Click Edit for the grid where you selected the record.
    The Cancer Details template appears.
  4. Optionally, make changes to any of the editable data fields.
  5. Click Save as New Record.
    You are returned to the Onc Treatment Summary template. A new record appears in the grid.