Overview
If you use pick lists in your clinical forms, you may find over time that you want to edit the options in these lists. You may need to remove a duplicate entry or correct a typo. This article will instruct you on where you can edit the master list.
Assign Permission
The ability to do this is permission-based; therefore, you may need to assign permission by editing the applicable roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (Edit a Role).
Edit a Pick List
- Go to the Clinical/Charting Module.
- In the top portion of the screen, click on the Other actions drop-down menu.
NOTE: If you do not see this drop-down menu, click more in the upper right-hand side of the screen.
- Choose Edit Lists from this drop-down.
- A popup window will appear.
- A popup window will appear.
- List: Click on the drop down for List and select the list you would like to edit.
- Once you select the list, you will be able to see your entries.
- Select the entry you want to change by clicking on it.
- Your entry will now appear on the right-hand side of the window in the Description box.
- Make your changes in this box.
- Select Change, or Delete if applicable.
- Continue to make additional changes, clicking on Change after each adjustment.
- Close the window when finished.