- Be sure to make a new plan purchase with the same subscription type that matches the original plan's subscription type.
- Click Plans in the top navigation menu.
- Choose the plan that you would like to clone. Click the ellipses under the Actions column. Click Clone Plan.
- Add a Facility Name, choose a Facility Type from the dropdown menu, and click Clone Plan.
- Your new cloned template plan will be added to Plans with all of the saved information from the original plan.