Home tab > Libraries > List
The List Library is used to manage items available in various drop-down boxes throughout the program for labeling purposes. Certain reports can also be filtered by Patient Classification, Claim Classification, etc. The available lists are shown in the List Type section.
By default, manually typing an entry into a list from within the field will add a new entry to the list. Unchecking the “Automatically add new entries” checkbox will prevent that.
You can use the Find & Replace feature to change the name or replace one entry with another. The ADMIN password is required to use this feature.
What to replace: This drop-down is populated with the existing data found in the company file. It does not show the current list entries.
Replace with: This drop-down shows the current list entries. If you are changing the name of the entry, you will first need to add it to the list. Once the Find & Replace process is complete, you can delete the incorrect entry.