NexHealth Support

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How do I copy forms to another location?

NexHealth forms can be propagated to share the same form with multiple locations in an organization.

1. Navigate to Forms, then select Forms and Packets.

2. Click Propagate Forms in the upper-right corner.

3. Use the check-boxes to indicate which forms you would like to copy and which location you would like them for.

4. Be aware that propagating will overwrite any forms that already exist in that location using the same name. You can prevent this by appending the names of the original forms with the location name, ex: Dental Insurance-->Dental Insurance - Location. This is not a required step, but it can avoid any issues overriding forms you prefer to preserve.