NextGen Knowledge Center

Copy an Existing Common Assessment Page to Another Practice

  1. On the Common Assessments practice template, expand the Manage Common Assessment Page and Links panel.
  2. Highlight a row to be copied from the Common Assessment Pages grid.

  3. Click the Copy button.
    The Info Copy Assessment window opens.

  4. Click OK to duplicate the common assessment page.
    The applicable information displays in the Common assessment page name, Template link name, Specialty, Age, and Gender fields.

  5. Enter a unique page name in the Common assessment page name field.
  6. Edit the other field values.
  7. Click an option in the Copy to field.
  8. If you select the Another Practice option, enter the practice in the associated field.

    When copying to another practice, the entry will not appear in the current practice but is available in the other practice's grid.

  9. Click the Add/Update button to upload the data to the grid.
  10. When you have completed the changes, scroll down to the bottom of the template, and then click the Save & Close button.