Duplicate a form

Duplicating a form can be helpful when you want to fill out a new copy of a form that was already completed and locked, but want to include the answers from the original form.

For example, if you want to update a health history that was gathered one year ago, start by duplicating it. This creates a brand new copy of the form with today's date that includes the previously entered answers.

You can edit the duplicate form answers just like a brand new form.

1. Select  from the Action column
   
2. A new copy of the form opens with the previous answers entered
3. You may now:
   • Fill out the form.
   • Save the form as a draft by selecting Close Draft.
   • Lock or discard the form.
   • Assign the form to a provider.

Cannot duplicate if template changes

You cannot duplicate a form and auto-fill the previous answers if an administrator has updated the form's template since the form was last completed.

Instead, select the panel menu, choose the template, and fill out a new copy.