Getting Started > Introducing the PracticeWorks Practice Management Software > Using the Menus

Lists Menu

Use the Lists menu to add, edit, or delete entries.

The Lists menu commands are:

• PeopleDisplay the Person Pick List, which gives you direct access to clipboard data for each person in the list, and access to attached Yellow Sticky notes (Stickies) without launching the Clipboard. See Using the Person Pick List for more information.

• Person Find ListSearch for a person using First or Last Name, Address, City, Phone numbers, or Email address. See Using the Person Find List for more information.

• Employer/plansDisplay the Employer/Plan pick list or Insurance Plan pick list window. See Adding an Employer/Plan for more information.

• Insurance companiesDisplay a list of insurance companies. See Displaying the Insurance Company List for more information.

• Insurance claimsDisplay the Insurance Claims window to locate specific claims and view the status, procedures, and details of a claim. You can also move claims from this list to an archived list. See Using the Insurance Claims Window for more information.

• Transaction codesDisplay the Transaction Code List, sorted by Code #. See Using the Transaction Code List for more information.

• EmployeesDisplay the Employee pick list, where you can enter an employee’s name and type. See Adding an Employee for more information.

• Pre-defined appointmentsDisplay the Pre-Defined Appointment window to assign procedures to frequently-used appointments. See Using Pre-Defined Appointments for more information.

• Medical alertsDisplay a list of medical alerts. See Medical Alerts for more information.

• LabsDisplay a list of labs used by your practice.

• Prescription DrugsDisplay a list of prescriptions commonly prescribed by your office. See Entering Drugs into the Prescription Drug Pick List for more information.

• PharmaciesDisplay a list of pharmacies used by your practice and your patients. See Using the Pharmacy Pick List for more information.

• Production block booking definitionsDisplay a list of production block booking definitions, which specify time blocks for the practice. See Setting Up Block Booking Definitions for more information.

• Employee block booking definitionsDisplay a list of employee block booking definitions, which specify time blocks that are specific to individual employees and indicate when individuals are not available.  See Setting Up Block Booking Definitions for more information.

• NEA Payer InfoDisplay the NEA Payor Pick List. See Updating the Payor List for more information.

• Referral SourcesDisplay a list of referral sources used by your practice and your patients. See Referral Sources for more information.

• LocationsDisplay the Locations window, where you can add, edit, and remove addresses in your practice. See Entering Multiple Practice Addresses for more information.

• Attachment CategoriesDisplay a list of attachment categories which enable you to better sort and manage the different types of documents you attach to a patient's record. See Attachment Categories for more information.

• Patient AttachmentsUse the Attachments window to attach, find, access, and manage non-imaging files associated with a patient's record, such as correspondence and medical history documents, insurance forms, consents, and so forth. See Attachment List for more information.

• Bulk PaymentsDisplays the Main Bulk Payments List or the Archived Bulk Payments List. See Processing a Bulk Payment for Multiple Claims or Archiving Completed Bulk Payments for more information.

Related Topics

File Menu

Activities Menu

ApptBook Menu

Experts Menu

Help Menu