Quick Picks Setup

Quick Picks allow you to customize a list of items to select from for specific fields, helping reduce keystrokes and maintain consistency. 

Some Quick Pick lists are shared between modules. 

Type represents the field names you can create quick pick lists for. Not all the Types must be used. These are available in the data entry screens where the Quick Pick Icon displays at the end of a field. 

Type options include:

• 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.
• Additional Narrative: list common additional narratives.
• Apt/Other: is commonly entered information for Addresses.
• Attachment Description: allows for common attachment descriptions to be quickly selected when adding an attachment in the Accounts/Sub or Billing Modules, Commercial Payers Setup, or the Manage Attachment Files utility.
• 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.
• Error Category: shared setup with AIM ePCR.  Only available when 'AIM ePCR Review' is selected for the 'Assign To' field on the Billing Module, Router 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 biller talks with regarding a Bill or Account.
• Commercial Electronic ID: lists specific payer ID numbers.
• Matching Patient Invoice Comments: used in the process of printing Matching Patient bills.
• NPI Number: lists specific agency numbers.
• Ordered By: lists options regarding who ordered the run.
• Other Eligibility ID: lists other ID numbers that may be needed for eligibility.
• Payer Category: allows users to specify sub-categories of commercial payers in Commercial Payers Setup for use with reports and queues (i.e. Workers Compensation, Auto Insurance, etc). 
• 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.
• 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.
• Reason for Stretcher: list common reasons for stretcher.
• Recipient: allows for specified recipients to be listed for file attachments within the Manage Attachment Files utility. Biller / Provider options available by default.
• 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 additional 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 - Biller: lists sub-reasons a bill is routed to a user in the Billing Module, Router Tab, specifically for Biller Action Type routes.
• Sub Action - Provider: lists more-specific reasons why a bill is returned for correction to a provider, for use with the Provider Action Type routes.
• 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.

Add: A new value can be added to the list using the plus button on the top right.

When Add is selected, it opens the data entry for adding a new value to the selected Type. Once the value is entered, select Save to add the value to the list or Save & Add to add the value to the list and add more.

Selecting Cancel will take the user back to the Quick Pick list of values without adding a new value.

Filter: To narrow the results of a list, begin typing the description you are searching for.

Actions:

Edit: If changes need to be made to an entry, use the edit button.
Delete: Remove an existing entry.