Maintaining the Target Custom Folders List

The Module Preferences button allows you to make custom folders available for use with the Notes and Summary modules. When you use Module Preferences to add a folder to the Notes module, that folder displays at the top of the notes list to help you to find notes that have been categorized according to specific criteria (such as note type, specialty, or setting). When you add a folder to Summary module, you can use that folder to display a filtered list instead of the entire list when creating a custom layout for the Summary module, Summary Popup, or QuickLook.

Use the following options to simplify and organize your list of custom note folders:

• To remove one or more folders from the list

  1.   If you haven't already, go to the Custom Folders module and click Module Preferences. The LMR displays the current list of all available note folders.

  2.   Click the check box to the left of the folder name and Remove. The LMR displays a verification message.

  Note: Removing a folder only hides it from being displayed in the target list; it does not delete it. Also, only the author, supervisor, or practice manager can remove folders saved as Practice General. No user can remove the standard folder "Entire List."

• To add individual folders to this list

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

  2.   If necessary, use the filter buttons at the top of the view to find the folder you want to add. The default filter button, My, includes all note folders you've saved to your personal list. For details on other options, click here.

  3.   Click the Module check box. Then, select whether you want to use this folder with the Notes or Summary module, using the drop-down field at Move to Module...

• To reorder folders in this list

  1.   If you haven't already, go to the Custom Folders module and click Module Preferences. The LMR displays the current list of all available note folders.

  2.   Click the line for a folder to select it. (When doing so, be sure not to click the folder name; doing so displays the folder in edit mode.)

  3.   Click a navigation button to either move the folder up or down in the list ( or ), or to make it the first or last one listed ( or ).

Note: Your changes are effective immediately. You do not need to click Sign or type your key.