1. If you haven't already, go to the Custom List module.
2. If necessary, use the filter buttons to locate the list you want to use for your new custom list. See Using Custom Filters for details.
3. Click the name of the list to display names contained on it.
4. Add names as follows:
For others within your practice, click the name on the left and the >> button.
For LMR users from other practices, click All LMR Users. The LMR displays all users with last names starting from A to H. Click next, as required, to find the name. Click the name and the >> button.
For non-LMR users, complete the New E-Mail Recipient Name and New E-Mail Address fields at the top of the screen, and click Add.
Note: Custom lists that include non-LMR users cannot be used with clinical messages.
5. To remove names from your new list, click the name on the right and click the << button.
6. Click Save to display a new screen.
7. Type a name for your new custom list. The name you enter here can be selected as a recipient for Clinical Messages and LMR E-mail, if applicable. Then, select whether you want to save your custom list to your personal list ( My List) or make it available to others within your practice ( Practice or Practice General). If desired, click Save to Modules.
8. Click Save As New.