NextGen Knowledge Center

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