NextGen Knowledge Center

Copy Available Picklist Items to a New Picklist

Before you begin

Providers must be setup in the Provider Specialty section grid as General for the Oph sub specialty in order to use this functionality.
Providers designated as General Ophthalmologist in the Provider Specialty grid can customize commonly used picklists. You can use an existing provider picklist and make changes to create a custom physical exam picklist. Fields with an asterisk are required fields.

In the Source section of the Picklist Configuration – OPH template, you can select an existing provider picklist to view available picklist items or to use as a starting point for a new customized picklist for a physical exam element by copying picklists or individual picklist values from Source to Destination.

  1. Access the Picklist Configuration - OPH template.
  2. In the Source side, in the Provider pick lists section, click the Visit Type* field and select a value from the list.
    • The DEFAULT value is used to view a default picklist for any visit type.
    • Office Visit- view customized Office Visit visit type.
    • Post-op Exam- to view a customized picklist for the Post-op Exam visit type.
  3. Click the Provider* field and select a provider from the list.
    The DEFAULT value is used to view a default picklist for providers.
  4. Click the Exam Element* field and select a value from the list.
  5. Click Show.
    If the picklist contains values, the picklist findings and their status, active or inactive, appear in the grid on the Source side.