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Copying Patient Data

Did you accidentally chart an anesthesia case under the wrong patient? No worries—this article will walk you through how to move that case to the correct patient’s chart step-by-step.

Miranda Moquist avatar
Written by Miranda Moquist
Updated over 2 weeks ago

🌟NOTE: Only members with "admin" access and permission from Xchart are able to copy data from one case to another within their organization. If you feel your organization would benefit from this feature please email us at [email protected].

  1. Login to your account at Xchart.com

  2. Select the patient you charted the anesthesia case and go into their "case summary" page.

  3. Select the three dots to the right of the patients name.

  4. Click "copy reference to this case"

  5. Go back to the dashboard and go into the "case summary" page of the patient you would like this information to go into.

  6. Select the three dots to the right of the patients name

  7. Click "apply case data to this case"

  8. It will show you a popup to review and confirm the data you are transferring.

  9. If correct, click "confirm"

Video showing steps:

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