Cloning a ProviderSuite account

Cloning a ProviderSuite account

What we can currently copy from one ProviderSuite account to another-

 

Patients

Patient addresses;

Contacts - Only contacts related to patients

Contact addresses;

Insurance plans - Only insurance plans related to patients

Patient statement settings

Patient notes  - all

Providers

Facilities

CPT codes can be copied from the product and done by the customer( both practices must be active during the copy process)

Appointment Types, Appointment Reasons, Cancellation Reasons, Resource Items

All insurance plan dropdown for a practice

 

What we can not do currently-

Copy core information from the setup tab

Scheduled Appointments

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