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Request ability in SOAP 2.0 to copy initial eval forward to a new case in SOAP 2.0

I was told that I could copy the intial eval forward to a new case - however, that only applied to SOAP 1.0 per the response that I received. Many clients will discharge and return for treatment later on. I am having to open 2 windows and copy/paste information that has not changed. Time saver and consistency is the goal.

  • Guest
  • Mar 21 2021
  • Planned
  • Nov 8, 2021

    Admin response

    Hello, and thanks for your feedback! While this isn't a feature we currently have in the works, we do intend to add this functionality in 2.0. We’ll associate this idea to the feature to make sure we 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
    04 Oct 18:00

    This needs to be implemented for 2.0 when people change insurances, so many people hit the medicare age limit throughout the year and change mid treatment. Weird this is a 1.0 feature only, shouldn't be losing features with newer versions.

  • Guest commented
    07 Feb 03:41

    Disappointing to say the least when you have to retype an eval in 2.0, which isn’t charged as an eval, when you have to create and use a second case. Please update this so there is automatic advancement of previous information, as it is incredibly time-consuming and inefficient. Second one I’ve had to do this week.

  • Guest commented
    10 Jan 14:28

    hello how long do you guys take to update we have been missing this feature and people on 1.0 are enjoying it and people on 2.0 upgraded but still downgraded in options.

  • Guest commented
    January 14, 2023 05:10

    hello

    i suffering to make copy intial eval from the previous evaluation to new evaluation (Waste time)

    i will cancel my webpt if still you have same issue in 2023


    thanks

  • Guest commented
    January 05, 2023 01:36

    Any Update on when this feature will be released. It was reportedly several months away in January 2022. It is quite inconvenient not having this feature available in SOAP 2.0. Hopefully WebPT will prioritize this in 2023.

  • Guest commented
    November 23, 2022 17:56

    Please update this feature ASAP. It is very time consuming to recreat and copy and paste. We need to be focused on hands on treatment

  • Guest commented
    April 20, 2022 19:54

    Please add that feature

  • Guest commented
    January 05, 2022 17:59

    Hi Hannah, we do still plan to address this feature in SOAP 2.0, but it will be several months before we would have anything ready to release.

  • Guest commented
    January 04, 2022 15:59

    Can we please get an update on this?

  • Guest commented
    November 23, 2021 18:34

    We have patients who change insurance often. This is a NIGHTMARE in webpt 2.0, as we have to manually copy paste all info from previous eval/treatment notes in to a new placeholder eval, AFTER we have had to manually re-type everything to make a new case. In Revflow, we could clone a case and just continue treatment as normal. This causes significant increased time on admins and therapists, and is not an efficient process.

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