Pick invoice item setup and management

Pick lists allow you to quickly choose one or more items from a list of related invoice items when entering charges on an estimate, Patient Visit List (PVL), document, or invoice.  Pick lists are also often used as part of group and smart group codes.  

Set up pick items

Navigate to Lists > Invoice item > New. 

Some fields are disabled as they do not apply to pick type items. 

Information tab

1. Accept, modify, or enter an appropriate Item ID, up to 7 alphanumeric characters, and press Tab. 
2. Select Pick.  
3. Enter a hospital description, up to 40 alphanumeric characters/spaces.
   • This description is displayed in the Invoice Item List and reports.
   • The client never sees the description. 
4. Select or change the primary classification. A subclass can also be selected if using. 

Pick tab

Under Type, select one of the following:  

1. Select Classification to use all items from the same class/subclass.  
   • Select the primary classification, and subclass, if applicable. 
2. Select List to create a custom list: 
   • Enter service or inventory type invoice item IDs or F2 to search and select from the invoice item list.  
3. Click OK to save your changes or proceed to another setup tab. 

Travel tab

1. Add/remove items individually from travel sheets, if using. 
2. Click on the travel sheet name(s) to add (select) or remove (deselect) the item. 
3. Click OK to save your changes or proceed to another setup tab. 

Update pick items

Navigate to Lists > Invoice item > Update. 

Information tab

Make any of the following changes, as needed:

• Modify hospital description (up to 40 alphanumeric characters/spaces). This description appears in the Invoice Item List and reports only. The client never sees the description. 
• Change the primary classification. A subclass can also be selected if using. 
• Update item status to inactive, if no longer needed. If the pick list is used in any group codes or on any travel sheets, a list will be displayed. 

Click OK to save your changes or proceed to another tab.  

Pick tab

Make any of the following changes, as needed: 

• If using a Classification pick list: Change the primary classification and subclass.
• If using a List pick list: Add additional service or inventory items or F2 to search and select from the invoice item list.
• Remove items from the list as needed by clicking in the Item ID field and pressing Ctrl + D. 
• Change between Classification and List type and reset the pick list.

Click OK to save your changes or proceed to another tab.

Travel tab

Make any of the following changes, as needed:

1. Add/remove items individually from travel sheets, if using. 
2. Click on the travel sheet name(s) to add (select) or remove (deselect) the item.

Click OK to save your changes or proceed to another tab.

Use pick items

1. Do one of the following to bring up the pick list: 
   • Enter a pick item directly on the estimate, Patient Visit List, document, or invoice. 
   • Enter a group code with that contains a pick list on any of the above. 
2. Click the item(s) you want to add and click Select. To choose multiple items:
   • Press Shift + click for sequential items
   • Press Ctrl + click for non-sequential items. 
3. Address any dispensing items or special actions linked to the selected items. 

Additional Information

Related Reports

• Pick Item Setup report 
• Invoice Item Group Item setup 
• Invoice Item Setup report 

Resources

• Inventory & Invoice Item Management Part 2