Custom Pages can be Duplicated to Sister Offices

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:14 AM by Kailey Lacy

Create a custom page and then copy it to your other practices. 

After a custom page has been made it can be duplicated so that the page is viewable for the team at another location.  

On the page itself select the menu and the upper right and select duplicate.  Another panel will display the list of the subscriber's practices to copy the page too.  

What still must be done though when the page is with the new office is that the Edit mode must still be opened so the page can be shared with the team members that you want authorized to view it.  

If there is a panel or a set of panels on the page that were linked to specific providers at the location where the page was created,  the settings need to be adjusted for that panel so it is now tracking the providers at the office the page was just copied to.  

 

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