Copying Codes to Another Account

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.  There must be a master username attached to all of the accounts. 

You can copy:

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

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.  Click Continue.

3)  Select the codes you wish to copy and click Copy Now.

Still need help? Contact Us Contact Us