The Custom Headers module displays the following filter buttons at the top of the screen:
My - The default screen. Includes all headers you've saved to your personal list.
Practice - Includes all headers saved by you and your colleagues as "practice" (shared) headers. For practice managers only, includes an active check box (Preferred) for setting the practice default header.
Colleagues - Includes all headers saved by your colleagues as personal headers (that is, headers they've saved as "My list").
General - Includes headers supplied by the LMR system, as well as those saved as Practice General by authorized users. These behave slightly differently than other headers. For example, only supervisors or practice managers can remove them from the target list.
Click any filter button to display only the associated header types. To move any header to your target header list (displayed by clicking the Module Preferences button), click the check box in the second column and click Move to Module.
The Module Preferences button is different than the other filter buttons. It allows you to limit the headers that are available to you when printing a note. It also allows you to select the Print Default Header. See Maintaining the Target Custom List and Setting the Default Custom Header.