Bulk Copy/Paste to PMS
Landon Lowell
Copying and Pasting of Bulk notes into PMS easily
Created by Daniel Medecielo
Tom
Hello Landon Lowell! Following up on this:
- What specific Patient Management System (PMS) are you using?
- How frequently do you need to copy and paste bulk notes into the PMS?
- Are there any specific formatting requirements or challenges you face when pasting notes into the PMS?
Landon Lowell
Tom cool, thanks for following up!
we use dentrix pms in our dental office
i have not yet got our team onboard with the workflow for heidi, so i have a quite large backflow of visit notes within heidi and it is tedious for me, after the fact to transfer 5-15 notes per day into charts one at a time.
i would like to be able to either export all notes for one day into a text file or pdf so i can copy them inline one after the other
or one page that shows the completed notes one after the other with copy buttons for each so i can quickly work through them