Visit Tracker offers a copy feature to easily take the latest data entry and copy it. This is helpful when you are required to update data annually for a family but there has been no change in their data.
You'll see 2 different versions of the button depending on the record it relates to.
Example for the PAT Health Record:
Example from the Family Summary page.
Let's update an entry on the Family Summary page.
Click the green copy button to create a new entry. We'll update Education.
There's no pop-up. No fields to fill out. Just click the button and get the green "successfully updated" message.
Clicking the copy button will simply update and add a new entry on the day you click the button. Scroll back to the Education data. In this example, the copy was made on 11/11/2025.