Copy Followup Actions

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This Utility program allows the user to copy one or all Followup Actions from one practice to another practice or within the same practice.  The options available in this utility are as follows:

 

Option...

Where...

Copy All Actions

From One Practice to Another

Copy All Actions

Within the Same Practice

This capability is not supported as it would have the effect of "doubling" all of the plans in a Practice.

Copy One Action

From One Practice to Another

Copy One Action

Within the Same Practice

 

 

 

Copy Followup From

 

Practice

Enter/Select the Practice to Copy the Action(s) from

Copy All Actions

The "radio-button" indicates whether all actions should be copied.

Copy One Action

The "radio-button" indicates that one action should be copied.  Enter/Select the Action to be copied in the unlabeled field.

 

 

Copy Followup To

 

Practice

Enter/Select the Practice to Copy the Action(s) to

Name

Enter the Name that the selected actionwill be copied to.