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Can I copy forms to other locations? Can I duplicate forms?

Duplicate forms within a location or copy them across locations with just a few clicks.

Updated this week

For use with NexHealth Forms.

Overview

Duplicate Forms

Duplicate forms within a location.

1. Go to Forms → Manage forms.

Navigate to Forms from the NexHealth Home page., then click on Manage Forms.

2. Right-click on the ellipsis (…).

Click on the ellipsis (...) to the right of the form name.

3. Select Duplicate.

Your duplicated form is ready!

Copy forms to multiple locations

You can copy existing forms and packets from your current location to other locations within your practice.

1. Go to Forms → Manage forms.

Navigate to Forms from the NexHealth Home page, then click on Manage Forms.

2. Click on Copy to locations.

The button is located to the upper-right of Manage Forms.

3. Check the forms to copy, then Continue.

Use the checkboxes to indicate which forms and/or packets you would like to copy, and click Continue.

4. Check the destination locations, then Continue.

Select the checkboxes next to the Location(s) you would like to copy the forms and or packets to and click Continue.

5. Click Yes, copy to locations.

Confirm your selection and choose Yes, copy to locations.

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