NextGen Knowledge Center

Copy a Dynamic HPI to Other Reasons, Specialties, or Providers

You can copy existing dynamic HPI content to a different reason, specialty, and/or provider in the Copy To section.

  1. Open the Dynamic HPI Config practice template.
  2. Select from the following fields to select the reason you want to copy:
    • Reason
    • Specialty
    • Provider
    Copy to section

  3. In the Copy To section:
    • Click the Reason field to enter a new reason or select the reason from the list you want to copy to.
    • If applicable, click the Specialty field and select a specialty you want to copy to.
    • If applicable, click the Provider field and select a provider you want to copy to.
  4. Click Copy.
    An alert message appears if there is pre-existing content where the item is being copied.
  5. Click Yes to confirm the action.
    The system copies the content of the selected reason, specialty, or provider.