Articles on: Forms & Assessments

Can I create a copy of a custom assessment form?

Yes, you can.

To save you time, you have the option to create a duplicate copy of a custom form, which allows you to then make changes to a separate version while maintaining the integrity and layout of your existing form.  

For example, you might already have set up an initial appointment form and you'd now like to create a review appointment form which contains some of the same or similar fields but is less comprehensive.  

You can create a duplicate of your existing initial assessment form layout, then edit the duplicate copy of the form to rename it, change the fields required and then save the new version.  The duplicate form will be saved as a separate entry under your forms and assessments, and be available to use either as a smart form or in clinic with a patient.

To create a copy of a form:

Go to Main Menu -> Settings -> Assessments

Click on the 3 dots at the end of the row containing the form you'd like to copy and choose Duplicate

You'll then see another form titled [Original name] copy listed underneath the original

To make changes to this duplicate form, again click on the 3 dots at the end of row and choose Edit

You can then edit the title and content and rework it into your new form

Once you've finished, click Publish and Exit and you'll see the new form displayed in the list

Updated on: 29/07/2022

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