Understanding Quick Pick Options

This area is entered the same as with the General Setup, Quick Pick Setup.

Entries are available in the Billing and Account/Subscription Modules if a Quick Pick Button appears at the end of a field, helping reduce keystrokes and maintain consistency. 

Quick Picks can be found for the following fields:

• Account Notes: list of Account Flag Notes used in the Accounts/Subscription Module, Narrative Tab 
• Action: list of reasons a bill is routed to a user in the Billing Module, Router Tab.
• Apt/Other: is commonly entered information for Addresses.
• Attachment File Types: are types of documents that are scanned and attached in the system. This Quick Pick Category is only used with the Manage Attachment Files feature.
• Billing Remarks: is used for Patient and Commercial Payers (Invoice and Blank), in the Remarks fields under Additional Information.
• Dues: must be established before Dues are entered. Values should represent the consistent amount, but can be changed. This Quick Pick Type is only used with the Accounts/Subscription Module, Subscription Tab.
• Excluded Zip Codes: is used with the Mailing Labels and Cards functionality. Entries here prevent the Zip Code from printing when generating Labels or Cards, with the related Zip Code option. Keep in mind that this category and functionality is meant to prevent certain Zip Codes from being part of a Subscription Drive.
• Geographic Code: values identify specific Subscription Drives, typically based on the area (but not a specific Zip Code). These entries are selected in the Geographic Code Field, and are used with specific reports. This Quick Pick Type is only used with the Accounts/Subscription Module, Subscription Tab.
• Included Zip Codes: list is used with the Mailing Labels and Cards functionality. Entries here include the Zip Code in printing when generating labels or cards, with the related Zip Code option. This functionality is meant to provide an additional filter, especially if certain Zip Codes are to be targeted in Subscription Drive solicitations. This Quick Pick Type is only used with the Subscription Module.
• Inquiry Caller: lists types of callers a user talks with regarding a Bill or Account in the Call History section.
• Commercial Electronic ID: lists specific payer ID numbers in various locations of the Billing Module.
• NPI Number: lists specific agency numbers, particularly when using the Integrated Eligibility feature.
• Ordered By: lists options regarding who ordered the run (note: currently not in use).
• Other Eligibility ID: lists other ID numbers that may be needed for the Integrated Eligibility feature.
• PCS Reason Obtained: lists options to explain why the doctor or authorized signer certifies Medical Necessity for a Non-Emergency or facility-to-facility transport. PCS is the Physician Certification Statement. Entries explain why the transport was medically necessary on the Billing Module's Other Tab.
• Privacy Other Type: lists types of privacy for Privacy Tracking Information.
• Provider Number: is used to list the Provider Number of each company, when there are multiple companies, with different provider numbers.
• Reason Code: lists the Medicaid Secondary Payer Reason Code(s), which might be required with certain scenarios. Some states may have a specific list of codes.
• Relationship: list possible patient’s relationships to the insured person.
• Site Code: could be a list of geographical areas or specific billing situations, and is used to drill into reports and often used with the Additional Filters report feature. Site Codes provide an additional, internal-use-only field (not sent on bills).
• Statement Comments: are used in the Accounts/Subscription Module, Other Tab as an option to add comments that will print on Statements.
• Station: lists options to be used in the Billing Module, Other Tab Vehicle Dispatch Location (Station) field.
• Street Address: is commonly entered Street Addresses. These should be for facilities that have many patients transported to or from the same location.
• Sub Action: lists sub-reasons a bill is routed to a user in the Billing Module, Router Tab.
• Subscriber Type: list prefix values for an Account Number when a new account is entered directly in the Accounts/Subscription Module, if a Subscriber Type is selected in the Subscription Tab during the initial data entry.
• Suffix: is used for related patients who have the same name.
• Taxonomy Code: is used if billing for different taxonomies, additional taxonomy codes are entered here. Note: With entries in this Quick Pick, the Taxonomy Code Field appears (on Gateway 5010 EDI Payer) in the Miscellaneous Information Tab.
• Vehicle (Unit) Number: list options to be used in the Billing Module, Other Tab Vehicle (Unit) Number field.