1. If you haven't already, go to the Custom Care Teams module.
2. If necessary, use the filter buttons to locate the list you want to use for your new care team list. See Using Custom Filters for details.
3. Click the name of the list to display details of that care team list.
4. Do one of the following:
To add a name from your practice, click a name on the left to select it, and then click the >> button (you can also double-click the name). You can add up to 10 members on a care team.
Note: If the location you are currently logged into is a subset, you can click Entire Practice to expand the available names to all users in all subsets for that practice. This option is disabled if there are no other subsets.
To remove a name from the care team members on the right, click a name to select it, and then click the << button (you can also double-click the name).
4. Click Save.
5. Type a name for your new care team list.
6. Then, select whether you want to save your care team list to your personal list (My List) or make it available to others within your practice (Practice or Practice General).
7. If desired, click Save To Modules.
8. Click Save as New.