How to copy a questionnaire from one Claim Type to Another
Create the New Claim Type
1: Click Admin from the menu.
2: Select Claim Types from the drop down list.
Create a New Claim Type
1: Click New - the New Claim Type window will open.
1: Give the Claim Type a name.
2: Choose a default Status.
3: Click OK to save the data and close the window.
Open the Questionnaire Utility
1: Click Admin from the menu.
2: Select Tools --> Questionnaire Utility from the drop down list - the Questionnaire Utility will open.
Select which Questionnaire to Export
1: Select the Claim Type to copy the Questions FROM.
2: Click Export - the Microsoft Windows Explorer navigator will open.
Give the export a file name
1: Give the file a name.
2: Click Save - the Export will take place.
1: Click OK to clear the message.
Select the Claim Type to copy the Questionnaire to
1: Select the new Claim Type to copy the Questions to.
2: Click Import - the Microsoft Windows Explorer navigator will open.
1: Check you have selected the correct Claim Type and then click Yes to continue or No to abort.
Select the correct file
1: Select the required file.
2: Click Open to begin the Import.
Click OK to clear the message - the Questionnaire is now imported.
Introduced in version number 2015.4.16.1398
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