NextGen Knowledge Center

Copy Assessment Pages

You can copy an assessment page to another practice or provider.

  1. On the Specialty Common Assessment Config template, expand the Manage Common Assessment Pages and Links panel.
  2. Select the assessment page to be copied from the grid.
    The details of the selected page are filled in the corresponding fields.
  3. To create a copy of the assessment page for the current practice, do the following:
    1. Select the Current Practice option for Copy to.
      The name of the current practice is filled in the corresponding field.
    2. Select Copy.
      A copy of the assessment page is created and added to the grid.
  4. To copy the assessment page to a specific provider in the current practice, do the following:
    1. Select the Current Practice option for Copy to.
      The name of the current practice is filled in the corresponding field.
    2. Select the provider's name from the Copy to Provider field.
    3. Select Copy.
      The assessment page is copied to the provider entered in the Copy to Provider field.
  5. To copy the assessment page to another practice, do the following:
    1. Select the Another Practice option for Copy to.
    2. Select the name of the practice from the blank field.
    3. Select Copy.
      The assessment page is copied to the practice entered in the field.
  6. To copy the assessment page to a specific provider in another practice, do the following:
    1. Select the Another Practice option for Copy to.
    2. Select the name of the practice from the blank field.
    3. Select the provider's name from the Copy to Provider field.
    4. Select Copy.
      The assessment page is copied to the selected provider of the practice entered in the practice field.