Overview

Task Description

A pick list is a function that allows you to select data from a pre-created list to populate a field in Procentive. Pick lists are common in clinical documents. 

There are four types of pick lists that can be utilized in a clinical document:

1. Module-based
2. Item list
3. Parent-child
4. Practice Planners

Module-Based

• A module-based pick list looks to a selection of data from a specific Procentive module.
  • Staff 
  • Codes
  • Contact
  • Diagnosis
• Module-based pick lists are pre-determined and you cannot add custom pick list selections while in the form's pick list. 
• Here is a visual example of a module-based pick list in a Release of Information clinical document.
  
  

Item List

• Staff members can create a pick list selection for any field that has an item list pick list.
  1. Click the pick list icon.  
  2. Click Add.
  3. Enter a description.
  4. Select an Active option - "Available to everyone" or "only myself".
  5. Click Save.
     
     

Parent-Child

• Parent-child pick lists are designated by the Procentive Clinical Documents Development Team. This option may or may not be present based on the clinical document.
• The parent pick list needs to be populated before you can see the selections for the child pick list. 
• The child pick list selections populate based on the parent pick list chosen.

• You can create both parent and child pick list selections. See the above directions for adding a pick list.
• Here is an example of a parent-child pick list set up for a treatment plan.
  
  
  

Practice Planners

• Practice Planners are an integrated library of language that uses planners from Wiley and Sons to populate key clinical document fields in treatment planners and progress notes. 
• Practice Planner datasets can be used in pick lists for problems, goals, objectives, and interventions. 
• Submit a help desk ticket to Procentive for more information on Practice Planners.