NextGen Knowledge Center

Copy Configured Histories to Different Specialty/Practice

The Copy Histories panel enables you to copy the configured medical, surgical, and/or family history from a Specialty and/or Practice to another Specialty and/or Practice.

  1. Access the Configure Medical, Surgical, Family Hx system template.
  2. Expand the Copy Histories panel.
  3. In the Copy from section, select a Specialty and/or Practice.
  4. Select the Type of configured history that you want to copy.
  5. In the Copy to section, select a different Specialty and/or Practice.
  6. To clear the selections and start over, click Clear.
  7. Click Copy.
    The configured histories are copied to a different specialty and/or practice.