Clone requirements for Staff Service Codes

Path: Administration>General>Service Codes/Staff

Using the Clone requirements for this Service Code from another Service Code dialog, you can copy the requirements from the already set service code to the selected service code. The application displays a dialog containing all other service codes (including code, description, and type of service) and enables you to select the service code from which you want to clone requirements. This functionality copies requirements only for resource types that exist under the source service code.

For example, if you are cloning requirements from the service code A to the service code B and there is a resource type under B that does not exist under A, the application cannot copy the particular requirements for that resource type. You must enter those requirements manually.

To clone requirements from one staff service code to another:

1. Go to Administration>General>Service Codes/Staff.
2. Go to the Required to Verify or Required to Synchronize tab.
3. Select the row that contains the service code for which you want to add requirements.
4. Right-click the grid and select Clone requirements for this Service Code from another Service Code.
5. Select the Use check box in the line from which you want to clone requirements.
6. Select the Clone both pages check box to apply requirements from both the Required to Verify and Required to Synchronize tabs. Clear this check box to apply the changes to only a tab from which you accessed the cloning option.
7. Click OK, and then save your changes.