Danny T (1/26/2022, 1:16:13 PM): Thank you for contacting WebPT. I am Danny, hope you are doing fine today. What can I help you with in WebPT? 
Oscar (1/26/2022, 1:16:21 PM): Hi Danny 
Oscar (1/26/2022, 1:17:03 PM): I'm trying to figure out how a patient's previous completed eval from prior case can be copied to a new case 
Oscar (1/26/2022, 1:17:08 PM): on SOAP 2.0 
Oscar (1/26/2022, 1:17:34 PM): I have the setting turned on under company settings 
Danny T (1/26/2022, 1:17:34 PM): I will be glad to assist you Oscar with copying IE on SOAP2.0, please give me couple of minutes to gather information to share with you. 
Oscar (1/26/2022, 1:17:50 PM): thank you 
Danny T (1/26/2022, 1:20:32 PM): Thank you for your patience Oscar. 
For Medicare - https://help.emr.webpt.com/article/688-medicare-placeholder-evaluation
and for Non Medicare - https://help.emr.webpt.com/article/686-non-medicare-placeholder-evaluation 
Danny T (1/26/2022, 1:20:55 PM): Please refer to this help article and confirm if it helped? 
Oscar (1/26/2022, 1:20:55 PM): I've navigated this link before 
Danny T (1/26/2022, 1:21:02 PM): Oh 
Oscar (1/26/2022, 1:22:42 PM): this is my scenario: "Your patient changes insurance mid-treatment and a new IE is not required by the new insurance." 
Oscar (1/26/2022, 1:23:44 PM): I created new case with new insurances and on original case was documented on SOAP 2.0 already 
Danny T (1/26/2022, 1:25:54 PM): Noted Oscar, 
Initial Evaluation (IE): used during the first visit or initial encounter with the patient. You will cover medical history, diagnosis, tests and measurements, problems and goals, and create a Plan of Care (POC), as well as have the option to include treatment and billing codes. Documentation in each case must start with an IE.
Because each case requires an Initial Evaluation to start, we have instructions for creating Placeholder IE for Medicare and Non-Medicare patients when you need to start a new case for a patient you've already been treating. This typically occurs when you start using WebPT or if the patient changes insurance mid-treatment.
Please refer to this help article I am referring to - https://help.emr.webpt.com/article/823-note-types 
Oscar (1/26/2022, 1:26:21 PM): On the new case the "Create Initial Evaluation" button is available as always but I can't figure out how to carryover all the info from the original eval/recert etc once I click on "Create Initial Evaluation" to create Placeholder Eval 
Oscar (1/26/2022, 1:27:49 PM): The only way I've been able to do this is by having two windows open (one for the prior eval copy and a second for the new eval being documented) and manually copy/pasting every section which is time consuming 
Oscar (1/26/2022, 1:28:33 PM): The "Initial Exam Case Copy" setting seems to only work when documenting on SOAP 1.0 
Danny T (1/26/2022, 1:29:58 PM): Let me get a confirmation on this from our backend team, or if we are missing something here. 
Danny T (1/26/2022, 1:30:00 PM): Please give me few minute, 
Oscar (1/26/2022, 1:30:13 PM): Okay, thank you 
Oscar (1/26/2022, 1:30:34 PM): side note: I've also navigated the link you previously provided "https://help.emr.webpt.com/article/823-note-types" 
Danny T (1/26/2022, 1:31:02 PM): Got it. 
Danny T (1/26/2022, 1:40:32 PM): I appreciate your patience Oscar, got the confirmation on this feature. You are right it works only with SOAP1.0, to have this on SOAP2.0 we need to submit this as a feature request on our feedback portal at https://ideas.webpt.com/ideas/new 
Oscar (1/26/2022, 1:41:01 PM): :( 
Danny T (1/26/2022, 1:41:16 PM): I know 
Danny T (1/26/2022, 1:41:41 PM): There are limitations 
Oscar (1/26/2022, 1:41:42 PM): Okay.  I just wonder how its going to work given that anyone can create eval templates etc 
Danny T (1/26/2022, 1:42:33 PM): We can get this feature on SOAP2.0 
Danny T (1/26/2022, 1:44:17 PM): You can only have one Company Template for each note type and discipline. Therefore, if you attempt to create a new template from the WebPT Templates for note type/discipline that has an established Company Template, you’ll be editing the existing Company Template. Users with the User Permission Edit SOAP 2.0 Template/Profiles permissions can customize the available default templates. Here's more information on this - https://help.emr.webpt.com/article/692-templates

WebPT Templates are the default configuration for all notes in SOAP 2.0. There are twenty default note templates comprised of a note type (Daily Note, Discharge, Initial Evaluation, or Progress Note) for each provider category (OT, PT, SLP, ATC/Wellness). Each of these WebPT Templates can be customized using the process described below, and that 'Company Template' will replace the WebPT Template as the default note type for that discipline across the organization. 
Oscar (1/26/2022, 1:46:46 PM): Okay.  Will you be able to submit the feature request? 
Danny T (1/26/2022, 1:48:00 PM): I have update the case note for this request, you would need to submit this request on portal using your credentials. Oscar. 
Danny T (1/26/2022, 1:53:32 PM): Are you with me Oscar? 
Oscar (1/26/2022, 1:53:39 PM): Yes I am 
Oscar (1/26/2022, 1:54:34 PM): I'm submitting copy of this transcript with the idea request 
Danny T (1/26/2022, 1:56:00 PM): Perfect, apart from this is there anything else that I may assist you with? 
Oscar (1/26/2022, 1:57:45 PM): no thank you for the help 
Danny T (1/26/2022, 1:58:03 PM): You are Welcome, Thank you so much for contacting WebPT, I appreciate your time.