Building Favorite Lists  
The building of favorite lists is the most important customization step besides customizing the chart forms. This is done under Lists/Menus section on the Ancillaries/Menus tab in the customization area. We generally recommend users to include only those entries in the favorite lists that are relevant to their specialty. This not only keeps the lists short and easier to search but may also result in improved performance of the system down the road.

You should start by searching the master list for items that belong to your specialty or you anticipate would be needed. As our master list contains only the most commonly used codes and medications, user can add an item easily by free text entry if it is not present in the master list. The screenshot below shows how to build a favorite list of CPT codes.

Note that at the time of adding CPTs to the favorite list, you can also associate a charge and a default note with every code entered. Similarly, you can associate a default note with every ICD code and a default SIG with every medication that you may add to its respective favorite list.

Once CPT codes have been added to the favorite list, they all become available on the encounter form for easy point-and-click insertion. To insert them into the encounter form, you just need to click the small square icon at the top right corner of the Diagnostics/Procedures block and click on the desired procedures one by one.

The same workflow applies when adding medications to Medications/Rx block or adding problems to the Assessment/Diagnosis block. But note that Assessment/Diagnosis block contains two subsections "Ongoing Problems" and "New Assessments" in it. The "Ongoing Problems" subsection is reserved for re-evaluation of any existing problems. As such, the square icon associated with "Ongoing Problems" subsection will not show your favorite ICD list but instead a list comprising of that patient's master problem list or problems entered in the previous visits. Your favorite list of ICD codes would be available in the "New Assessments" subsection so that new problems diagnosed in the visit could be entered. Note that these new problems will in turn become the ongoing problems of the later visits and so on.

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