1. 2 MINUTE PEARLS Copy Forward Function
The Copy Forward function of AHLTA is a valuable time saver that easily brings information from a previous encounter forward to your current encounter eliminating need to reenter duplicate information.
The information that is carried forward includes bullets from the S/O portion of the note as well as items from the A/P module including diagnoses, procedures, orders, and other therapies.
This function works best for patients involved in serial visits for the same problem (i.e. post procedure visits, chronic wound care visits, obstetrical visits, chronic disease follow up, etc…) where similar clinical items need to be documented.
2 Minute Pearls
AHLTA Copy Forward

2. Accessing Copy Forward Function
USING COPY FORWARD
Two Requirements:
A Completed Previous Encounter for the patient
Current Open Encounter for the same patient
Accessing Copy Forward Function
Start by selecting Previous
Encounters to access a list of
available encounters to copy
2 Minute Pearls
AHLTA Copy Forward

3. Selecting Previous Note to Copy Forward
2) Select Copy Forward Button
Select previous note that you would like to copy
Can Preview Note Below
2 Minute Pearls
AHLTA Copy Forward

4. Select Current Encounter
If a patient has multiple
encounters open, you will be
prompted to choose your
desired encounter
Select Current Encounter
2 Minute Pearls
AHLTA Copy Forward

5. Using Copy Forward in the S/O Module
When you enter the S/O Module,
the bullets from your previous
encounter will automatically load
and will appear in yellow
USING COPY FORWARD
Using Copy Forward in the S/O Module
You can then either:
Choose the bullets you want individually OR
2) Use the Auto Enter button to insert all of the bullets with a single click
2 Minute Pearls
AHLTA Copy Forward

6. The Copy Forward Template can contain information for all tabs of
the S/O Module, but you need to
select the Auto Enter key on
each tab separately.
2 Minute Pearls
AHLTA Copy Forward

7. Using Copy Forward in the S/O Module
Previous Note
Using Copy Forward in the S/O Module
Note initial measurements from previous note
Current Note
You can edit free
text portion of bullets
to reflect clinical changes
2 Minute Pearls
AHLTA Copy Forward

8. Using Copy Forward in the A/P Module
The A/P Module is also
pre-populated with the diagnoses,
orders and procedures from the
previous encounter to aid efficient
documentation
Using Copy Forward in the A/P Module
2 Minute Pearls
AHLTA Copy Forward

9. Using Other Templates to Augment Documentation
Once you have completed the Copy
Forward template, you can load another
template to augment your documentation,
if necessary
Using Other Templates to Augment Documentation
2 Minute Pearls
AHLTA Copy Forward

10. AMEDD AHLTA Homepage AHLTA Video Tutorials For More Information…
(AKO password required)
AHLTA Video Tutorials
****(If you would like to receive future versions of the AHLTA 2 Minute Pearls directly, please Lakia Brockenberry at to be added to the distribution list)
2 Minute Pearls
AHLTA Copy Forward