A Doctor's Favorites List can be shared with other providers at the same practice. This is especially helpful in quickly setting up new providers.
Before you Begin: Add & Manage Favorites
Share a Doctor's Favorites List
- Click the Doctor's Favorites link in the List Maintenance section from the Admin tab. The Favorites List Copy Tool opens.
- Click in the Copy From field and select the provider whose Favorites List will be shared.
- Click in the Copy To field and select the providers with whom the Favorites List will be shared.
Note: Favorites can be shared with more than one provider at the same time. Click back inside the Copy To field to select additional providers.
- Click the Copy button.
- A green Favorites List Copied! banner indicates that the Favorites List was shared successfully.