1.  Go to 'Client Management', search and select the client that you want to "auto copy" as the 'Copy Doctor', 


Scroll down to 'EDI Type' and select the EDI that you want to associate to this client.

2.  Go to 'Medical Aid Management', select the 'Administrators' list

3.  Search for the administrator of the medical aid


4.  Select the administrator


5.  On the right panel, search for the medical aid and associate it to the medical aid administrator.