Duplicate a Pathway
Copy a pathway to create another, similar pathway or to create your own template pathway.
Navigate to Marketing > Concierge > Concierge Automation
Click on the ellipsis icon on a pathway you wish to duplicate and select “Duplicate.”
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002evp&feoid=00N3s00000QF9k7&refid=0EMRd000009VM0f">)
A complete duplicate of the original pathway will be created named with “Duplicate X” following the name of the pathway, except for the “Service Type” assigned to the pathway.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002evp&feoid=00N3s00000QF9k7&refid=0EMRd000009VB8V">)
Click “View” on the duplicated pathway. The original Facial pathway has a Service Type “Facial.” We must select a different Service Type for the duplicate pathway because only one pathway may use a Service Type.
[IMAGE — needs manual upload: rtaImage] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002evp&feoid=00N3s00000QF9k7&refid=0EMRd000009VF44">)
Click Save to save your changes.