1. If you haven't already, go to the Custom Headers module.
2. If necessary, use the filter buttons to locate the header you want to use for your new custom header. See Using Custom Filters for details.
3. Click the header name to display it in Edit mode.
4. Update displayed text for the header using the keyboard and special formatting buttons.
5. If desired, click check boxes to update options for including patient information.
6. Click Save.
7. Type a name for your new header.
8. Then, select whether you want to save your header to your personal list ( My List) or make it available to others within your practice ( Practice or Practice General). For practice managers only, if you want to use this make this header available to be used as a practice default header, click Practice.
9. If desired, select options for Default and Save to Modules.
10. Click Save As New.