Editing custom pick lists

A pick list is a collection of items users may select from. A custom pick list allows you to define which items your users may select from in the list.

There are several types of custom pick lists:

• Billing Type: This allows you to define which entries your institution charges to.

• Ethnicity: This allows you to define which entries display from the Ethnicity list in patient information.

• Fiancial Status: This allows you to define which entries display from the Financial Status list in patient information, pertaining to noteworthy financial circumstances of patients.

• Special Needs: This allows you to define which entries display from the Special Needs list in patient information, pertaining to factors that call for additional consideration when treating the patient.

• Cash Box: This allows you to define which entries display from the Cash Box field when users enter or update patient payments.

• Provider Specialties: This allows you to manage the list of specialties that are available for consultations.

Note: You can manage pick lists according to your security rights for Custom Pick Lists.

To edit a custom pick list

1. Under Available Pick Lists, select a pick list.

   The Edit panel opens.

   

2. To include inactive entries in the list, set the Include Inactive toggle to On.

3. To exclude inactive entries from the list, set the Include Inactive toggle to Off.

4. To re-order the entries in the list, clicktap and drag an entry.

   Note: This only applies to the Billing Type and Provider Specialty lists.

   Tip: When re-ordering billing types or provider specialties, set the Include Inactive toggle to On to ensure the correct order is saved. If the Include Inactive toggle is set to Off when reordering the list, it can cause ordering issues when reporting on active and inactive billing types.