1. If you haven't already, go to the Custom Folders module.
2. Click Add New. 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.
3. If you want to limit notes to a particular time frame, use the drop-down arrow in the upper left corner. Otherwise, leave the default setting of "All" to include all notes, regardless of time frame.
4. If you want to limit notes to those created by you or by your practice, click an Include option in the upper right corner. Otherwise, leave the default setting of "All" to include all notes, regardless of the author.
5. For each of the sections in the main window (category, setting, specialty, training, and origin), select at least one type of entry to be included. For additional information, click here.
6. To save your changes, click Save.
7. Type a name for your custom note 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.
8. 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.
Important: You must click Save
to Modules to allow your folders to be accessible from the
Notes and Custom Summary views.
9. Click Save.