Exporting and Importing Formularies
Within FMT, practices can send formularies to one another using Export and Import.
Once you have created a formulary, see Creating a Formulary for details, you can export it to a file and send it, for example, by email, to another practice for them to import.
Exporting a Formulary
To export a formulary:
-
From the Formulary Management screen, select Options
on the formulary you want to export.
-
Select Export:
- The Export formulary screen displays, select Browse
:
- The Save As screen displays, navigate to where you want the XML file saved and enter a name for the file:
- Select Save and the Export Path populates on the Export formulary screen, select Export:
You are returned to your Formulary Management screen.
You can now attach the file created to an email and send it to another practice.
Importing a Formulary
If you have received an exported formulary and you want to add it to your formulary list:
-
Save the file received to your system and make a note of where you saved it.
-
From the Formulary Management screen, select Import formulary:
-
The Import formulary screen displays:
Complete as follows:
-
Formulary Name - Enter a name for the new formulary.
-
Import File Path - Use Browse
and navigate to where you saved the file.
-
-
Select Import
.
-
The imported formulary list displays, select Review changes
.
-
Review the imported formulary and when you are happy with it, select Publish
.
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