Skip to main content
Skip table of contents

Transferring Master Notes

The Note Transfer allows you to select to transfer a single note or a range of notes by choosing either the Individual or Range.

How to transfer a master note
  1. Select Maintenance > Substantiation Notes.

  2. Select Transfer Master Notes.

  3. When all options have been entered, click OK.

Clearing existing Practice Notes

Existing practice notes can be cleared by ticking this checkbox.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.