Creating a Billing Picklist

The billing picklist allows you to create a list of frequently used codes giving you the ability to quickly select and add the codes you use most often to a visit.

  • The billing picklist can be set up under Billing > Fee Schedule.

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  • When adding a new or updating an existing CPT/HCPCS/Custom Code, you can add a picklist category at the bottom. The name you enter here is what will be used to pull up that listing of codes.

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  • Sample codes could include the following. They will also be visible on your fee schedule.

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To use Pick Lists

From the Live Claims Feed:

  • From the patient detail screen, click on Billing Pick List.

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  • A separate window will open where you can type the picklist category name you specified in the fee schedule.

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  • When you type the picklist category name in the box, it will show you the codes you have attached to that picklist category.

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From the appointment window:

  • Select the Billing tab and select Choose Codes from Pick List

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  • The window that pops up is the same that appears when you access it from the Live Claims Feed.
    • Type the name of the category in the blue box to see codes associated with that Picklist.

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