After you have created online forms, you can duplicate an existing form and use it as a template to create and save similar forms you want to publish and use.
Note: When you duplicate a form, it is not automatically published, even if the form being duplicated has been published. After making the needed changes, you will need to change the online forms settings to publish it.
To duplicate an online form
2. In the main navigation pane on the left, click Communications.
3. Under Communications, click Online Forms.
4. Click the chevron symbol, and then click Form Manager.
5. Hover over the form you want to duplicate so the menu icons appear, and then click the Duplicate icon.
The duplicate form appears in the list of forms and is shown as "unpublished."
6. Hover over the form so the menu icons appear, and then click View.
7. Make the needed changes, and then click Save.
8. To publish the new form, hover over the form so the menu icons appear, and then click the Settings icon.
9. Make the needed changes to the Form Publishing and Email Notification settings:
· Show on Patient Portal - When set to On, the form appears on the Patient Portal.
· Show on Kiosk Checkin - When set to On, the form appears on the Kiosk Checkin page; you can specify whether you want this form to be available to New Patients, Existing Patients, or both.
· Link To Form - When set to On, patients are sent a link to the form when patient communication is sent.
· Receive a notification whenever this form is submitted - When selected, Patient Engage notifies you each time this form is submitted by a patient (at the email address you specify under Emails).
· Receive one notification a day of all submitted forms - When selected, Patient Engage notifies you once each day if this form was submitted by a patient (at the email address you specify under Emails).
· Emails - Specify one or more email addresses to use for submitted form notifications.
10. When finished, click Save.