To create a list you can either load an existing saved search and create a list from the results, or you can use the search panel on the right-hand side of the search page.
Creating A List
Step 1: Under Saved Searches, you can load a search by clicking on the name of the saved search.
Step 2: Click on the "+ Add to List" button below the provider's information card.
Step 3: You will then be given the option to add the provider to an existing list or create a new list.
Step 4: Once you click "New List", please follow the steps listed below.
- Name your list.
- You can choose to share your list with Co-workers or Groups. Groups will include a certain group or can be all members of your organization.
- Check the box, "Allow others to update list" if applicable
- Once the above steps are completed, click "Create" on the bottom right-hand side of the screen
Step 5: Once you have created your list you will be able to see it at the bottom of your home screen under the Saved Lists section.
How To Add To A List
Step 1: When you want to add to an existing list, click on the "Add to List" button below the Individual or Organization’s provider information card.
Step 2: You will be given the option to add to one of your lists. Click on the list you would like to add the selected Individual or Organization and click “Apply.”