Copy Assessment Pages
You can copy an assessment page to another practice or provider.
- On the Specialty Common Assessment Config template, expand the Manage Common Assessment Pages and Links panel.
Note: By default, the active assessment pages are displayed in the grid.
- Select the assessment page to be copied from the grid.
The details of the selected page are filled in the corresponding fields.
- To create a copy of the assessment page for the current practice, do the following:
- Select the Current Practice option for Copy to.
The name of the current practice is filled in the corresponding field.
- Select Copy.
A copy of the assessment page is created and added to the grid.
- Select the Current Practice option for Copy to.
- To copy the assessment page to a specific provider in the current practice, do the following:
- Select the Current Practice option for Copy to.
The name of the current practice is filled in the corresponding field.
- Select the provider's name from the Copy to Provider field.
- Select Copy.
The assessment page is copied to the provider entered in the Copy to Provider field.
- Select the Current Practice option for Copy to.
- To copy the assessment page to another practice, do the following:
- Select the Another Practice option for Copy to.
- Select the name of the practice from the blank field.
- Select Copy.
The assessment page is copied to the practice entered in the field.
- To copy the assessment page to a specific provider in another practice, do the following:
- Select the Another Practice option for Copy to.
- Select the name of the practice from the blank field.
- Select the provider's name from the Copy to Provider field.
- Select Copy.
The assessment page is copied to the selected provider of the practice entered in the practice field.