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
Under Saved Searches, you can load a search by clicking on the name of the saved search
Click on the "Add to List" button below the provider's information card.
You will then be given the option to add the provider to an existing list or create a new list.
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
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
When you want to add to an existing list, click on the "Add to List" button below the providers information card.
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.”