Maybe I am reading too much into your post. Are you trying to transfer data into AC from the old Problem list / medical record after hours? I had a template that I used at that time for the Chief Complaint: "To Merge Records" (so that when you review "Past Encounters" you can skip this visit, you know it was just for booking), and then under HPI: "This entry does not reflect a patient visit, it was used to update data under Past Medical History, Family History, Social History while reviewing the old, paper chart." That was for myself when I can't remember what I this was 10 years from now, but also for any others, who might be trying to review the chart.
Now you treat the entry like a visit, enter anything you want, including the diagnosis codes that this patient will be needing. That saves a ton of time later. Then sign the chart, with no charges. It will ask, do you want to add charges, you answer "No" and it will save just like a visit. This works, and it has the advantage of keeping a "paper trail?" of what was charted, and when.
