Creating a Custom Family History List Based on an Existing One

1.   If you haven't already, go to the Custom Fam Hx module.

2.   Click the FH Template Name item to display it in Edit mode.

3.   Update the list of problems that you want to include for your custom FH template. See Creating a Custom Family History for steps on working with the custom list.

4.   Click OK.

5.   Type a name for your custom FH template in the Save Custom F/H Name field. Then, select whether you want to save your custom family history to your personal list (My List) or make it available to others within your practice (Practice or Practice General). Regardless of which option you choose, other LMR users cannot edit or delete your custom FH templates.

6.   Select the Default check box if you want to define this template as the default.

7.   Click Save As New.