OVERVIEW

The Duplicate MR Case function is recommended for rebooking a canceled case. When duplicating, key details from the original case – including Client Details and Booking Company/CM – are copied to a new case. This article explains how Case Managers can duplicate an MR case.

DUPLICATE A MEDICAL RECORD CASE

1. You can duplicate an MR Case using one of the following options:
   • Option 1: Click the three dots next to the case in the MR Case list, then select Duplicate This Booking.

• • Option 2: Click the Case No to open the Medical Record Detail tab, then select Duplicate This Booking at the footer

2. A confirmation popup will appear. Click Yes to proceed.

3. A new case will open, with a success message displayed at the top of the page.