NextGen Knowledge Center

Track QuickPicks

You can view and track the details of QuickPicks that are used on various templates.

On the Specialty QuickPick Manager template, in the QuickPicks Tracking panel, you can view and track the usage of QuickPicks. You can filter the grid to show all QuickPicks for a selected provider, show only a specific QuickPick usage, or show all QuickPicks for an encounter number.
  1. On the Specialty QuickPick Manager template, expand the QuickPicks Tracking panel.
  2. To filter the QuickPicks based on the provider's name and set, do the following:
    1. Select the Provider option.
      A window opens for selecting the provider, and the Set field appears.
    2. Select a provider name, and click OK.
      The selected provider name is filled in the Provider field, and a window opens for selecting the set name.
    3. Select a set name, and click OK.
      The grid is filtered to display the QuickPicks based on the selected provider and set name.
      QuickPicks Tracking Filter by Provider

  3. To filter the QuickPicks based on the encounter number, do the following:
    1. Select the Encounter Number option.
      A field appears for entering the encounter number, and the Load button appears.
    2. Type the encounter number, and click Load.
      The grid is filtered to display the QuickPicks based on the entered encounter number.
      QuickPicks Tracking Filter by Encounter Number