The SOS screens you work on every day (such as Patient form, Charge form, Credit form, Progress Note form, and Appointment form) include selection lists of many kinds. The Charge form, for example, provides quick entry thanks to lookup lists of providers, services, place of service codes, sort codes, CPT modifiers, and diagnoses. Some of these, for example, place of service, are ready for use as soon as you install your software. Others, like providers, are unique to your organization, so you have to enter the data for those lists yourself.
Depending on the SOS features you have licensed, you will find “Lookups” in at least two sections of the Navigation bar. If you have licensed all of the SOS feature sets, then you will see Billing Lookups, Clinical Lookups, Scheduler Lookups, and Common Lookups. The last of these contains lookup lists that all of the feature sets require. The other three, as you might guess, are specific to billing functions, clinical records, and appointment scheduling.
Clicking the little “+” to the left of one of these kinds of Lookups will expand it. For example, if we expand Billing Lookups, this is what we see:
With the exception of the last of these sub-menu options, these options all work the same way: double click to see of list of items of this type. From the list, you can add a new item, view and change an existing item, or delete an item that has never been used. So, looking at our menu in the figure above, we would come here to add or change a Billing Provider (used to be called “Supplier”), an Insurance Carrier, a Non-Insurance Payer, a Claim Adjustment Reason Code, a Place of Service Code, or a Sliding Scale Fee configuration. The other Lookups menus are similar.
The “Other” Lookups, however, on the Billing, Clinical, and Common Lookups menus, are different. For more information please see the article entitled Managing Other Lookups.