How do I edit data in lookup tables?

AA includes lookup tables for commonly used information. The data in these tables can be edited at any time to streamline data entry processes.

•	Lookup tables can be edited by going to Tools > Edit lookup tables.

•	Most lookup tables can also be edited by selecting the <Edit> option from the list itself.

•	Each table is a little different in the type of data recorded, and the editing method.

•	Apart from the initial listings when the software is installed, all data is managed by the user.

•	Details on how to edit datasheets can be found here.

•	General notes on lookup tables are here.

•	None of the lookup tables are managed or updated by AA staff or downloads. This is particularly so for the Addresses table.

Separate lookup tables are maintained for:

Addresses - for details on health funds, insurance companies, or other third party addressees which the account may be sent to.

Surgeons - list of surgeons, with their provider number, designation and contact details.

Operations - list of operations, as a summary of the procedure.

Hospitals - hospital name, provider number, contact details.

Payers - lists entities that may pay an account, funds, insurance companies, banks etc.

Messages - default messages to appear on accounts, standard messages, and repeat (overdue) messages.

Quick items and quick notes - useful data entry shortcuts for items and notes on the Items page.

The following lookup categories are contained in a single lookup table (other lookups):

Anaesthetist designation - type of anaesthetist e.g. cardiac, paediatric, specialist.

Bank - list of bank names for data entry when entering payments.

Bank branch - list of bank branches.

Copayment message - custom message to appear on copayment accounts.

Document type - type of document stored on Docs page e.g. Referral letter, Patient letter, Account.

Fax subject - subject line of a fax.

Hospital label - type of hospital e.g. Hospital, Clinic, Rooms.

IFC status - type of IFC provided.

Operation label - descriptive name of Operation field e.g. Operation, Procedure, Consultation.

Payment type - Cash, cheque, credit card etc. Determines whether the payment appears on a banking slip and whether the date banked is inserted automatically.

Preop visit location - location of preop visit e.g. rooms, outpatients, theatre.

Status phrase - summary status of the account.

Surgeon label - designation of surgeon e.g. surgeon, gastroenterologist, cardiologist.

Waived fee reason - reason that an account was closed without full payment.

There are also separate lookup tables for:

Item templates - list of items that can be inserted onto an account in a single process.

Form letters - saved letters that can be reused for any patient, using data from the current account.

Estimate formats - records different type of text and data to show on estimates.

Provider numbers - a doctor can have more than one provider number. Bupa ID and HCF/HBF preferences are also stored.

Postcodes - Australian postcodes.

Payment instructions - instructions for payments which appear on accounts, usually matched to fee type.