Overview
The Lists and QuickList features are powerful and efficient ways to create lists of providers and/or organizations that can be quickly referenced for future use.
Instructions: Search a List
Click Lists in the top left of the screen > select the List(s) to display > click Apply
Instructions: Add to QuickList
Search for a provider or organization > click the Star icon next to the name > individual/organization will appear in QuickList, organized by Individuals, Orgs, and Systems
Instructions: Create a List
Search for a provider or organization > click Add to List > select your list of choice, or create a new list
Instructions: Edit a List
Click Lists in the top left of the screen > click the 3 dots next to the list to edit > click Edit List > make required edits > click Apply
Instructions: Delete a List
Click Lists in the top left of the screen > click the 3 dots next to the list to edit > click Delete List > confirm the prompt to delete