Copy Forward Instructions

The Simple Steps to the Copy Forward Process:

  1. Open a new Current Encounter (Details)
  2. Select Previous Encounters (Details)
  3. Choose Previous Encounter (Details)
  4. Click Copy Forward (Details)
  5. Select S/O tab (Details)
  6. Select PMH (Details)
  7. Select AutoEnter (Details)
  8. Select the desired TSWF form (Details)
  9. Go to Obsolete Terms and uncheck unwanted items (Details)

Video Tutorial of the Copy Forward Process

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FAQs / Tips-and-Tricks:

  • If you want to remove a form from your Favorites folder, simply right-click on the form and click “Remove Favorite.”
  • Only use Department of Defense forms, and do not set the form as a default. If you do, the form will not receive the tri-annual updates we provide.

Tri-Service Workflow is dedicated to serving those who serve. Our innovations bring the team care we exemplify to help you in your patient care.