PERMISSIONS REQUIRED: You must have Therapist Permissions or higher.
After a Dynamic form is created, you can duplicate it and then edit it as desired. See Create a Dynamic Form: Client, Case, or Organization for more information.
NOTE: This process is also used when forms within the system have printing properties that are no longer supported. If this situation occurs, you will see a banner on the Edit Dynamic Form page directing you here.
- Click the Dynamic Forms tab in the primary navigation bar.
- Click Actions and select the Duplicate button for the desired Dynamic Form.
- Duplicated form displays just below the original with a 1 behind it to indicate it is a copy.
- Click the Edit button for duplicated Dynamic Form and edit as desired.