How to Build and Use Favorite Service List

The Provider Favorite Service List feature helps providers quickly select their most used services when completing the fee slip during charting. This speeds up workflows and keeps things consistent especially helpful for multi-provider clinics.

Favorite Services are provider specific lists of CPT/service codes that can be selected more quickly during the fee slip workflow. Instead of scrolling through your entire service list, you’ll have your go-to codes right at your fingertips.

1. Go to Settings > Clinic > Favorite Service Lists

Each provider will see their own list here.

2. Click “Create New List”

You’ll be prompted to enter a list name first. Choose something that helps you recognize it later.

3. Search and add services

Use the search bar to find your commonly used services, then click the ➕ icon to add them to the list.

4. Reorder or remove as needed

Drag and drop to reorder.

Use the trash icon to remove any you no longer need.

5. Save your list

Click Save once your list is built.

💡 Pro Tip: Want consistency across providers? Build one great list, then have your team copy it.

Option to Copy/Clone from other Users

Use the “Copy Lists from Other Users” option to:

Copy all favorite lists from one user, or

Browse all lists across all users and select only the ones you want to clone into your account.

When charting:

1. Navigate to the Fee Slip section.
2. In the Procedures Tab click “Favorites”
3. Select services from your list.
4. Add them to the fee slip like normal.

🔥 Bonus Tip: If you switch the Rendering Provider, their favorite list will load automatically—so each provider sees their own custom list, right when they need it.