Exporting and Importing Formularies

Within FMT, practices can send formularies to one another using Export and Import, a formulary can also be exported for review purposes.

Once you have created a formulary, you can export it to a file and send it, for example, by email, to another practice for them to import or review.

Training Tip - There is no link maintained between the formulary you create the export from and the formulary you import at another practice.

Exporting a Formulary

To export a formulary:

  1. From the Formulary Management screen, select Options on the formulary you want to export.

  2. Select either:

    • Export - provides a formulary extract that can be shared and later imported into FMT to recreate the original formulary.

    • Export Human Readable - provides a readable version of the formulary intended for review or checking purposes outside of FMT.

      Important - The Export Human Readable file cannot be imported back into FMT.

    The Export Formulary or Export Human Readable Formulary screen displays.

  3. Select Browse to set the Export location.

  4. From the Save As screen, navigate to where you want to save the XML file and enter a name for the file.

  5. 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.

    See Viewing a Formulary Export for details on viewing the XML file output in Microsoft Excel. This provides an easy to view list of the formulary items in the output.
See Creating a Formulary.

Importing a Formulary

If you have received an exported formulary and want to add it to your formulary list:

  1. Save the file received to your system and make a note of where you saved it.

  2. From the Formulary Management screen, select Import formulary.

  3. From the Import formulary screen enter:

    • Formulary Name - Enter a name for the new formulary

    • Import File Path - Use Browse and navigate to where you saved the file

  4. Select Import .

  5. The imported formulary list displays, select Review changes .

  6. Review the imported formulary and when you are happy with it, select Publish .

See Reviewing and Publishing Changes for details.
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