Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • HR Login
  • HR Status Page
  • Contact Us
  • Home
  • EMR Platform
  • Custom Forms & Documents
  • Creating Forms

How to Copy a Form

Written by Amelia Boyer

Updated at January 15th, 2025

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Continuing Education Platform
  • EMR Platform
    Getting Started Customizing Your Platform Documentation Overview Communication & Telehealth Invitations Overview Reporting & Analytics Custom Forms & Documents Self Scheduling Courses Surveys Tips & Tricks Integrations
  • Help Desk
+ More

Table of Contents

How to Copy a Form Video Tutorial: Step-By-Step Tutorial:

How to Copy a Form

Once you've created a form in the form builder, you may find that you need slightly different version of the same form but don't want to start from scratch. In that instance we recommend making a copy of the existing from and editing the copy. This feature will help save time by allowing you to reuse an existing template with pre-filled fields, reducing the needs to recreate the form from scratch. 

Video Tutorial:

Your browser does not support HTML5 video.

Step-By-Step Tutorial:

  1. Select Documents
     
  1. Select Forms
     
  1. Select the menu icon to the right of the form you wish to copy
     
  1. Select Copy
     
  1. The from will now show twice within your form listing, Copy will be added to the duplicated version. You are then able to proceed to edit the duplicated version.
     

 

duplicate form form builder

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Form Builder - Creating Form from Scratch
  • How to Create / Assign a Document Type
  • Creating An Encounter/Treatment
  • Form Builder - Updating a Form on Approval

© 2024 Healthy Roster, Inc. All Rights Reserved.

Legal & Security

Expand