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PES contains lists of information that are frequently used when entering or editing data in a form. Some of the lists you will have to build; others come preloaded in the software.
Once you create a list, the information in it will be available in drop-down lists within the forms. This will speed up the data entry process when using forms and help ensure accuracy since the information is only entered once. It is strongly recommended that you build and customize your lists prior to completing claim forms.
You can also build lists during the claim submission process. When using a drop-down list in a screen, if the listing you want is not there, double-click in the box to go to the appropriate list. You can then add the required data. After you save your new list entry, you will be returned to the screen in which you were working originally.
Note: It is your responsibility to update and maintain both loaded and pre-loaded lists in PES.
Next — Lists to Build