System Update - 09/14/2026

Updates to Existing Features

 

Clone Code Button

 

When adding new CPT Codes, you can now clone an existing code using the Clone Code button.

When you clone a code, the new code will include COPY OF at the beginning of the Code field.  The Description field and any text from the Comments tab will also be copied to the new code.  You can make changes to the copied information before saving the new code.

 

 

Clone Provider/Organization Button

When adding a new Insurance Provider or Funding Organization, you can now clone an existing one using the Clone Provider/Clone Organization button.

When you clone an Insurance Provider or Funding Organization, the new one will include COPY OF at the beginning of the Name field.  Any fields that contained text will be copied to the new one, including any settings that were enabled, and any text from the Comments tab will also be copied. You can make changes to the copied information before saving the new Insurance Provider/Funding Organization.

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