NextGen Knowledge Center

Create and Save a QuickPick

You can create a QuickPick for a template with any amount of information filled in. If the template has questions and answers, you can include only questions or both questions and answers to save as part of the QuickPick. You can save the QuickPick to a rendering provider or as a system set.
  1. Open the template you want to create a QuickPick for.
  2. Make selections and enter information you want in the fields you want to save in the QuickPick.
    Template with Save button highlighted

  3. In the QuickPick toolbar, select Floppy disk button.
    The INF Default Save template opens. The Category field displays the name of the template you entered information in. The Provider field displays the name of the rendering provider for the current encounter.
    INF Default Save template

  4. Select how you want to save the QuickPick:
    • To save the template entries as a rendering provider’s QuickPick, verify that the provider’s name is shown in the Provider field.
    • To save the template entries as a System QuickPick, select the System Set checkbox in the upper right corner. The Provider field updates to display System Set instead of the rendering provider's name.
  5. In the Name field, enter a descriptive name for the QuickPick.
  6. Select Add.
    The QuickPick is saved and can be accessed in future patient encounters with the QuickPick toolbar.