Copying an Existing Group
A Group can be copied if it shares the same general information as an existing Group.

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Name
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Address including City, Province, and Postal Code
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Phone, Mobile, and Fax
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Type
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LTC
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Schedule
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General, Label, and Batch Preferences
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TP Threshold

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Standing Orders
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Attachments
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Notes
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TP Rules
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Group Rx Status
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Prescriber
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Packager Preferences
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Patients
To copy an existing Group:
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From the Workbench, select the Batch Manager navigator button
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Select the Groups tab.
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Select the Group you want to copy.
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Select Copy. A new Group Folder opens with information pre-populated from the previous Group.
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A prompt advises you to review all TP Rules, Rx Status, and Preference information for the new Group. Select OK.
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Enter a Short Name for the Group.
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Make any necessary changes to the information in each tab.
You must save the Group Folder first before you can make changes to the Packager Preferences or TP Threshold.
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Select Save.