Copy Practice

Use the Copy Practice feature to create a new practice that inherits its configuration from a source practice. Inherited configurations include the following considerations:

• The Provider Portal features and tabs accessible to practice users
• The patient class and document status rules configured for the practice
• The document types authorized for the practice
• The provider type routing rules configured for the practice
• The practice users' log-in landing page

Review the following points about the Copy Practice feature:

• To be available for copying, a template group and its associated roles must be configured by an authorized portal administrator and flagged as a source practice.
• The Copy Practice feature requires permissions available to only authorized administrators.
• The Copy Practice feature creates a new portal practice. You cannot use it to create an EMR-interfaced practice group.
• You can define multiple source practices. Ensure that a selected source practice has the configuration intended for the new practice.

Copy Practice Help

• Select a Source Practice
• Select the Roles
• Complete the New Practice Details
• Copy the Practice

Select a Source Practice

With the source practice selection list, you can select an existing practice as a template to copy from.

1. Select the Source Practice to copy from.

Select the Roles

The roles selection list displays the available roles for the selected source practice. With it, you can select one or more roles to copy to the new practice.

1. Select the roles to copy to the new practice.

Complete the New Practice Details

Complete the following details for the new practice.

1. Enter the practice's Practice Name.
• If the new practice's practice name resembles an existing practice's, a list of existing practices and address information is displayed. Close the copy practice form to avoid creating a duplicate practice.
2. Decide whether to make the new practice Active. To create a practice as an inactive practice that you will activate later, deselect the Active option.
   
   • To activate or deactivate the practice at a future date, submit a support request. 
3. Enter the new practice's Outreach Operations Location ID, if applicable.
4. Select a Parent Group for the new practice.
   • The source practice's parent group is, by default, the parent group. Change the parent group if you want the new practice to be in a different group of practices. Child practices inherit the features of a parent group. An administrator with a role in a parent group inherits user administration and reporting for the child practices in a parent group.
5. Enter information in the Practice Contact Information elements.

Copy the Practice

The Copy Practice button copies and creates the new practice.

1. Select Copy Practice to create the new practice.
2. Select Close when prompted to confirm that the new practice