NextGen Knowledge Center

Create a New Custom DB Picklist

You can create a DB picklist at an enterprise-level or use a practice ID to associate the picklist with a practice, location, and provider.

When setting up the qualifiers, remember to provide a relevant caption for each qualifier. These captions appear when setting up custom DB picklist items.

  1. From the top panel of the Custom DBPicklists system template, click the Add button.
    The Custom DB Picklist Create and Define window opens.

  2. In the Custom DBPicklist name field, enter a unique name.
  3. If you want to configure the DB picklist to be specific to a practice, a location, and a provider in the Properties section, select all the check boxes that apply:
    • Edit/filter by practice
    • Edit/filter by location
    • Edit/filter by provider
  4. If applicable, click the Practice ID field and select a practice ID to associate with the new DB picklist from the Practice list.
  5. Click the Edit mode field and select one of the following:
    • A - Add only
    • E - Edit existing
    • F - Full
    • N - No control
    If you want to further configure the new DB picklist, select F for full control.
  6. In the Comments field, enter any additional information.
  7. In the Qualifiers section, enter relevant data in the Qualifier 1 field.
  8. If required, select the Allow editing and Used for output options for Qualifier 1.
    When you select the Used for output check box, the Maximum character length of output field is enabled.
  9. If required, click the Maximum character length of output field and enter the maximum length to use for that qualifier.
  10. If appropriate, repeat steps 7 through 10 for Qualifier 2, Qualifier 3, and Qualifier 4.
  11. Click Save and Close.
    You will be redirected to the Custom DB Picklists template.
    The newly added custom DB picklist is added to the Custom DB Picklists template's top grid.