Duplicating 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.

The duplicate form and its answers can be edited 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


Template Changes

You cannot duplicate a form if its template has changed since the form was last completed.

You can still select and complete a new copy from the menu.