Using a Billing Picklist

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:

  1. Billing > Fee Schedule.

See our article for more information on the fee schedule or Creating a Billing Picklist article.


To access the billing pick list from the appointment window:

  1. Select the Billing tab.
  2. Click Choose Codes from Pick List.
  3. Select the codes by clicking on the + next to the code. You can also search for a code.
  4. When finished, select + Add Selected Codes and Save.



You can also access the Pick List through the clinical note.

  1. Open the note, and select Billing from the menu on the left.
  2. Select Billing Pick List. Select the codes by clicking on the + next to the code. You can also search for a code.
  3. When finished, select + Add Selected Codes

Picklist_Clinical_Note.gif



The Pick List is also available in the billing details screen in the Live Claims Feed.

  1. Billing > Live Claims Feed