How To Create a List Overview

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 is 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 providers 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 provider to, and click “apply.”