Creating a New Care Team

1.   If you haven't already, go to the Custom Care Teams module.

2.   Click Add New. The LMR displays a two-pane window, with available members (based on your location) on the left, and the list of your care team members on the right. Initially, yours is the only name in the right pane.

3.   Do one of the following:

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.

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.