1. If you haven't already, go to the Custom Folders module.
2. If necessary, use the buttons at the top of the screen to locate the folder you want to use for your new custom folder. See Using Custom Folders for details.
3. Click the name of the custom folder you want to use for your new custom folder. The LMR displays the builder interface screen for note folders. It displays a picker list at the top of the screen and a set of action buttons at the bottom.
4. If appropriate, update the time frame associated with notes for this folder using the drop-down arrow in the upper left corner.
5. If appropriate, use the option in the upper right corner to indicate if notes should be limited to those created by you or your practice.
6. If appropriate, update selections in the main window (category, setting, specialty, training, and origin). These indicate the types of notes that are to be included in the list when you select this folder. You must include at least one type for each section.
7. To save your changes, click Save.
8. Type a name for your new custom folder. When displayed in the Notes module, this name displays as the folder name. When displayed in the Summary module, this name displays as the tab name.
9. Select whether you want to save your folder 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 folder. Click Default if you want to make this folder the default folder for the Notes module, and click Save to Modules.
10. Click Save As New.