Copy Files and Notes from originating record to the new record during the HC Convert Process

Requirements;

1. When the convert process in the HC app creates a new record from one object to another, the Files, Notes and Contacts attached to the originating record should be duplicated on the new object.

2. Based on some criteria, allow the ability to determine which files and notes are on a record are part of the convert process

3. Ability for this feature to be client specific since some clients will not want to have any files or attachments included in the convert process

4. Custom setting to make the determination of how the files and attachments will be handled so the Professional Services team can do the setup.

Examples:

• Patient Event converted to Claim

• Employee Event to Patient Event

• Patient Feedback to Patient Event

• Claim to Patient Event