Carbon Copy

Carbon Copy is available in the following encounter types: Exam, Multi-System, Procedure, Reconciliation, Telephone, and Urgent Care.

1. Go to Encounter > Carbon Copy
2. Select a contact from the Patient Contacts, User Contacts, or Clinic Contacts list or click Custom to add a new recipient
   1. The Patient, User, and Clinic Contacts lists default to All contacts but can be filtered by specialty
3. Optional: Continue to add carbon copy recipients as needed
4. Optional: Type comments or additional information in the Notes field
5. Optional: Type comments or additional information in the Consultation Note field

1. Go to Encounter > Carbon Copy
2. Click Custom
3. Select Personor Business
4. Enter the contact details for the person or business or click Search in Directory to search for and add a contact using a Direct exchange email address directory
5. Optional: select Add to My Contact List checkbox to create a User Contact from this entry
6. Click Save to add the contact

7. Optional: Continue to add carbon copy recipients as needed

8. Optional: Type comments or additional information in the Notes field

Select a recipient and click Change to update the contact information. Changes made to contact information are saved in the encounter only and do not affect User or Clinic contacts.

Select a recipient and click Delete then click Yes to confirm decision to delete