Copy Menus

When a new practitioner joins a practice they may find themselves enviously looking at their established colleague's account and thinking how useful their detailed menu options are. Instead of having to build their own menus from scratch Genie allows you to copy one of your experienced users existing menus. With the click of a button their Current Problems, Past History, and QuickScripts will be available to use for the newest member of your team!

To Copy Menus

1. Go to File > All User Preferences.

2. Double click on the new practitioner’s name, and go to the General tab.

3. Click Copy Menus at the bottom of the window and select the doctor whose menus you intend to copy.

4. Click Open and then click Save to exit out of the new practitioner’s user preferences.

They will now have the same menu items as the existing user that was selected.

Please note: Copy menus will add any missing items from User A's menus to User B's. It will not overwrite the menu completely. If you would like to clear the menu for one user, this will need to be done manually by Alt/Option+clicking on the menu options you wish to delete.