WebPT Ideas and Discovery

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Transfer IE into a new case on EMR

Needing to re-enter all information on an IE when creating a new case.

I would like to submit a request that WebPT develop a way for the IE notes to be carried over to a new case wh npatients switch insurance.

  • Guest
  • Jan 31 2022
  • Planned
  • Feb 1, 2022

    Admin response

    Hello, and thanks for your feedback! While we don't yet support the case/copy functionality, we do intend to solve for this idea in the future. I'll link your idea so we can make sure to let you know if this feature is delivered. In the meantime if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

  • Attach files
  • Guest commented
    6 Mar, 2023 08:34pm

    Yes looking for this exact feature. Would like to be able to copy from an exam under any case, and also to move an exam or visits to a different case...

  • Guest commented
    6 Jan, 2023 01:37pm

    Yes -- our providers would love to be able to choose which IE they want to copy over -- otherwise they have to spend a ton of time retyping the entire eval

  • Guest commented
    27 Oct, 2022 03:03pm

    I agree with above comment; with multiple cases in a chart, the ability to choose which case to pull from would be a huge time saver.

  • Guest commented
    29 Jun, 2022 01:51pm

    This would be an excellent and very sensible idea!!

  • Guest commented
    29 Jun, 2022 12:35pm

    The ability to chose which case to pull from would be most helpful as their last case may not be related to their current complaint.

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