1. If you haven't already, go to the Visit Form option from the Custom menu, and click Forms. The LMR displays a list of current forms.
Note: This list includes Previsit Forms created before the November '12 release. These forms are not available to be edited nor to base new forms on. For additional information, click here.
2. Click the name link for the form you want to copy for your new form.
3. Edit the form as desired. For details, see Editing a Custom Form.
4. When you are finished, click Save.
5. The form name auto populates. Then select the practices or subsets to which you want it associated.
6. Click Save as New.
Note: Sending parameters for a form are not copied when you create a form from an existing one.
7. For Patient Gateway practices, set the sending parameters for the form by clicking 
. For details, click here.
) following the form name. Although these forms cannot be edited, the default form will continue to be made available to Patient Gateway users according to the settings previously made to the form using the