QuickPicks

NextGen® Orthopedic Suite Help 80.2.14.0

Exclusions and Inclusions

You can use the Exclusions and Inclusions panel to: Set fields that are excluded from QuickPick sets Enable or Disable Get Data functionality Set fields that are included in Get Data Note: As a default, the NextGen® Orthopedic Suite sets all patient-specific information such as diagnosis, timeframe, and so on as excluded from QuickPicks. Exclusions and Inclusions panel on the QuickPick Manager template Setup the Fields to be Excluded from QuickPick If you do not want to save the data of a particular field as a QuickPick, you can add that field to the exclusion list. Delete a Field from the QuickPick Exclusion List Enable or Disable Get Data Fields to INCLUDE in Get Data Enable Get Data Functionality for the Fields Excluded from QuickPick Set Disable Get Data Functionality for the Fields Excluded from QuickPick Set Parent topic: QuickPick Manager

NextGen® Orthopedic Suite Help 80.2.14.0

Filter the QuickPick Set Grid

You can filter the grid by category, set name, and provider. Filter option in the QuickPicks panel On the QuickPick Manager template, expand the QuickPicks panel. To filter the grid by category or set name, select the Category or Set Name in the respective filter fields. To filter the grid by provider name, select a provider name in the Providers with QuickPicks grid. Parent topic: QuickPicks

NextGen® Orthopedic Suite Help 80.2.14.0

Copy all QuickPick Sets of a Provider to Another Provider

You can copy all the QuickPicks of one provider to another provider from the QuickPicks panel of the QuickPick Manager template. On the QuickPick Manager template, expand the QuickPicks panel. In the Providers with QuickPicks grid, select the provider whose QuickPicks you want to copy. The grid shows all QuickPick sets of selected provider. Copy buttons in the QuickPicks panel In the Copy all Sets field, select the name of the provider to whom you want to copy all QuickPicks. Click Copy. Parent topic: QuickPicks

NextGen® Orthopedic Suite Help 80.2.14.0

Copy a QuickPick to Another Provider

You can copy a QuickPick to another provider from the QuickPick panel of the QuickPick Manager template. On the QuickPick Manager template, expand the QuickPicks panel. Copy button in the QuickPicks panel Select the QuickPick from the grid. Click the Copy Set to Provider field, and select the name of the provider to whom you want to copy the QuickPick set. Click Copy. The duplicated QuickPick is now part of the selected provider’s QuickPicks. You can see it in the grid when that provider’s name is selected in the Providers with QuickPicks grid. Parent topic: QuickPicks

NextGen® Orthopedic Suite Help 80.2.14.0

Duplicate a QuickPick

You can use the Copy Set field to make a duplicate of a QuickPick within the selected user’s QuickPicks. You can then modify it by adding or deleting field values. On the QuickPick Manager template, expand the QuickPicks panel. Select the QuickPick from the grid. In the Copy Set field, type a new QuickPick name. Copy button in the QuickPicks panel Click Copy. The duplicated QuickPick set appears in the grid. Parent topic: QuickPicks

NextGen® Therapy Suite Help 30.3.13.0

Managing QuickPicks for Providers and System Sets

You can manage QuickPicks that are available for providers and system sets. On the Specialty QuickPick Manager template, in the QuickPicks panel, you can manage QuickPicks that are already saved for providers and system sets. You can filter the values in the QuickPicks grid by category, set name, or provider by selecting the desired values in their corresponding fields. Selecting a QuickPick entry in the grid shows the table, field name, and default values for that QuickPick in the table grid. QuickPicks You can do the following in the QuickPicks panel. Update or delete provider and system set QuickPicks Copy a QuickPick to create another QuickPick for the same provider or system set Copy a QuickPick to another provider Copy all QuickPicks to another provider Manage specific fields on a QuickPick Filter the QuickPick Grid You can filter the values in the QuickPick grid by category, set name, and provider. Manage QuickPicks for Providers and System Sets You can update or delete QuickPic

QuickPicks

Recommendations

Exclusions and Inclusions

Filter the QuickPick Set Grid

Copy all QuickPick Sets of a Provider to Another Provider

Copy a QuickPick to Another Provider

Duplicate a QuickPick

Managing QuickPicks for Providers and System Sets

Exclusions and Inclusions

Filter the QuickPick Set Grid

Copy all QuickPick Sets of a Provider to Another Provider

Copy a QuickPick to Another Provider

Duplicate a QuickPick

Managing QuickPicks for Providers and System Sets