Cloning Forms/Surveys

Step 1: Navigate to Account Settings, then go to Surveys & Packets.

Step 2: Select Clone on the survey you want to duplicate. This will allow you to make minor adjustments without altering the existing live form or survey.

Step 3: Rename the Survey Name and then select Submit. 

Step 4: The cloned survey will appear in your practice's surveys list upon submission. From there, click on it to adjust the details as desired.

Here's a guide on adjusting your survey: Designing Custom Surveys

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