Request a Data Copy

Data Copy services retrieve patient demographics, codes, appointments, payers, provider list and facility data and copy the data from one customer to another customer within the same account.Data copies do not include rendering/attending providers, billing providers, claims, financial data, pending information (appts.,etc.), notes (e.g. patient notes, claim notes, etc) or patient balance. Data copies can take anywhere from 3 - 5 business days to be processed. 


  1. Select Account Administration > Services.

  2. Click the Request Button next to Data Copy.

  3. Use the drop-down menu to select the Customer to transfer the data from.

  4. Use the radio button to select the data copy package.

  5. If you need to Copy Data to a customer in the same account check the option.

    1. Use the drop-down menu to select the Customer to transfer the data to.

  6. If you need to Copy Data to a customer in a different account check the option.

    1. Enter the receiving Account #.

    2. Enter the receiving Customer #.

  7. Click Save.