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. 

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


  • 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.




To use Pick Lists


From the Live Claims Feed:

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


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


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



From the appointment window:

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

  • 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.