Copying Quick Chart Menus between Providers

Why copy Quick Chart Menus?

• It speeds the setup for Providers, who can then customise a copied Quick Chart Menu rather than start from a blank Quick Chart.
• Your practice can standardise Provider application of Services and Quick Plans to treatments.

To copy Quick Chart Menus between Providers

In the Configure Quick Chart Menu window, fully configure a Quick Chart Menu for Provider A.

Click the Copy To button at bottom left, and select Providers B, C, D... to whom to copy it to:

If at any point you are configuring a Provider Quick Chart Menu, click the Copy From button, and select an pre-configured Provider from whom, to copy from: