Getting Started > Introducing the PracticeWorks Practice Management Software

Selecting Items from Pick Lists

The starting point for adding, editing, and selecting most things in PracticeWorks is called a pick list.

You can access the following pick list windows from the Lists menu at the top of your screen:

• People    

• Employer/plans    

• Insurance Companies    

• Insurance Claims    

• Transaction Codes    

• Employees    

• Pre-defined Appointments    

• Medical Alerts    

• Labs    

• Prescription Drugs

• Pharmacies

• Production block booking definitions    

• Employee block booking definitions

• NEA Payer Info

• Referral Sources

• Locations

• Attachment Categories

• Patient Attachments

• Bulk Payments

Each pick list contains a list of entries for its category.  When you double-click the list you want to view, or select it and click OK, PracticeWorks displays the appropriate window, such as the Insurance Company Definition screen, or the Clipboard for an individual.

Finding a Name in the List

If you do not see the name you want, start typing the name next to the word Find near the bottom of the screen. The list moves automatically to match your entry. The buttons and options differ for each pick list, but the way they function is similar.

 

Related Topics

Introducing the PracticeWorks Practice Management Software

Installing the PracticeWorks Software

Navigating in the PracticeWorks Software

Using the Menus

Using the Toolbar