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- New Help Center Articles
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- Office Practicum 20.0.11 Release Notes New
- 20.0.11: Pre-Release Webinar Recording: Introducing New Best Practices for Superbill Generation Workflow
- Office Practicum 20.0.9 (Hotfix) Release Notes
- Office Practicum 20.0.7 Release Notes
- Office Practicum 20.0.5 Release Notes
- Office Practicum 20.0.4 Release Notes
- Office Practicum 20.0.3 Release Notes
- Office Practicum 20.0.2 Release Notes
- Office Practicum 20.0.1 Release Notes
- Office Practicum 20.0.0 (OP 20) Metadata Release Notes
- Office Practicum 20 (OP 20) Release Notes
- OP 20 Enhancements Webinar Recording
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- Office Practicum 14.19.12 (OP19) Release Notes
- Office Practicum 14.19.11 (OP19) Release Notes
- Office Practicum 14.19.10 & 20.0.0 Metadata Release Notes
- Office Practicum 14.19.10 (OP19) Release Notes
- Office Practicum 14.19.9 (OP19) Release Notes
- Office Practicum 14.19.8 (OP19) Release Notes
- Office Practicum 14.19.7 (OP19) Release Notes
- Office Practicum 14.19.6 (OP19) Release Notes
- Office Practicum 14.19.5 (OP19) Release Notes
- Office Practicum 14.19.4 (OP19) Release Notes
- Office Practicum 14.19.3 (OP19) Release Notes
- Office Practicum 14.19.2 (OP19) Release Notes
- Office Practicum 14.19.1 (OP19) General Availability Release Notes
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- Office Practicum 14.10.13 (On Premise Only) Release Notes
- Office Practicum 14.10.12 Release Notes
- Office Practicum 14.10.10 Release Notes
- Office Practicum 14.10.9 (On Premise Only) Release Notes
- Office Practicum 14.10.8 (On Premise Only) Release Notes
- Office Practicum 14.10.6 (On Premise Only) Release Notes
- Office Practicum 14.10 General Availability Release Notes
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- Office Practicum 14.9.32 Release Notes
- Office Practicum 14.9.31 Release Notes
- Office Practicum 14.9.30 Release Notes
- Office Practicum 14.9.29 (Cloud Only) Release Notes
- Office Practicum 14.9.28 Release Notes
- Office Practicum 14.9.23 Release Notes
- Office Practicum 14.9.22 Release Notes
- IISKIT 14.11.04 Release Notes
- Office Practicum 14.9.21 Release Notes
- Office Practicum 14.9.20 Release Notes
- Office Practicum 14.9.19 Release Notes
- Office Practicum 14.9 General Availability Release Notes
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- IISKIT 14.11.01 Release Notes
- Office Practicum 14.8.38 Release Notes
- Office Practicum 14.8.36 Release Notes
- Office Practicum 14.8.34 Release Notes
- Office Practicum 14.8.32 Release Notes
- Office Practicum 14.8.30 Release Notes
- Office Practicum 14.8.28 Release Notes
- Office Practicum 14.8.24 Release Notes
- IISKIT 14.10.20 Release Notes
- Office Practicum 14.8.22 Release Notes
- Office Practicum 14.8.20 Release Notes
- Office Practicum 14.8.19 Release Notes
- Office Practicum 14.8.18 Release Notes
- IISKIT 14.10.19 Release Notes
- Office Practicum 14.8.16 Release Notes
- Office Practicum 14.8.15 Release Notes
- Office Practicum 14.8 General Availability Release Notes
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- Office Practicum 14.6.24 Release Notes
- Office Practicum 14.6.23 Release Notes
- Office Practicum 14.6.22 Release Notes
- Office Practicum 14.6.21 Release Notes
- Office Practicum 14.6.20 Release Notes
- Office Practicum 14.6.19 Release Notes
- Office Practicum 14.6.18 Release Notes
- Office Practicum 14.6.17 Release Notes
- Office Practicum 14.6.16 Release Notes
- IISKIT 14.10.10 Release Notes
- Office Practicum 14.6.15 Release Notes
- Office Practicum 14.6.13 Release Notes
- Office Practicum 14.6.12 Release Notes
- Office Practicum 14.6.5 Release Notes
- Office Practicum 14.6.3 Release Notes
- Office Practicum 14.6 General Availability Release Notes
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- OP Release Feedback
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- Keyboard Shortcuts in OP
- Menu Navigation
- Search for a Patient
- Focused Patient OP Behavior
- Access a Sibling's Chart
- Working from Patient Tracking
- Privacy Constraints (Visibility Settings)
- Sorting Lists
- Grouping Data
- Adjusting Column Width
- Adding, Removing, or Reordering Columns
- Filtering Data
- Reordering, Hiding, and Showing Tabs
- Saving and Reverting Saved Preferences
- Spell Check in OP
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- Add an Insurance Payer
- Insurance Payer Record Field Descriptions
- Locate Billing Information in the Staff Directory
- Modifying an Associated Provider Record
- Connecting Providers to Insurance Payers
- Add, Edit, and Copy Insurance Contracts
- Associate an Insurance Contract with a Payer
- Using the Update Insurance Contracts Window
- Taxonomy Fields
- Choosing a Clearinghouse
- Customizing the OP Superbill
- The $ED Record
- Tax ID Setup
- Group NPI Setup
- Set Superbill Stage Defaults New
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- Viewing the Billing Status on the Schedule
- View Superbill Stage from Tracking Schedule
- Posting Electronic Superbill Charges
- Charge Posting Options
- Manually Entering a Claim
- Edit or Void Current Charges
- Enter Hospital Charges
- Adding Other Items to Claims
- Verify All Appointments Have Charges Posted
- Reviewing Open Superbills
- Review Current Claims
- Send Claims to the Transmit Queue
- Batch Print CMS-1500 Forms
- Reconcile Monies Received on a Daily Basis - Front Desk
- Close Out Daily Activity - Running a Daysheet
- Posting Self Pay Charges and Patient Adjustments
- Applying Copayments While Posting Charges
- Unposting Superbills
- National Drug Code (NDC) Claims Filing Tips
- Billing Vaccines to TRICARE
- CMS-1500 Details
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- Manually Entering Charges from a Paper Superbill
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- Enabling OP Insights
- OP Insights: Billing Performance Tab
- OP Insights: Encounter Note Status (Sick and Well)
- OP Insights: Superbills
- OP Insights: Claim Status (Most Recent 90 Days)
- OP Insights: Claim Turnaround Metrics
- OP Insights: Patient Credits
- OP Insights: Patient Statements
- OP Insights: AR Aging
- OP Insights: Last 10 Days where Daysheets Processed
- OP Insights: AR Summary Tab
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- Post a Payment to a Patient's Claim
- Memorize a Check Number for Reuse while Posting EOB
- Entering an Insurance Payment from the Patient Account
- Entering an Insurance Payment from Bulk Payments
- Posting an Insurance Credit Card Payment
- Transferring a Full or Partial Balance to a Patient
- Billing Secondary Claims
- Adjusting a Patient or an Insurance Balance
- Processing an Insurance Retraction, Takeback, or Recoupment
- Entering an Overpayment
- Balancing an EOB that has been Posted
- Post a Returned Check
- Billing Tertiary Claims
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- Managing HIPAA Code Tables
- Default Adjudication Match Status
- Adding Adjustment Codes used in Office
- Fetch and Process ERA Files
- Purpose of Using Force Pay Date
- Categorization of Adjudications
- Post ERA Payments
- Process Adjudications on the Unmatched Tab
- Editing Standard Adjudications when Posting ERA Files
- Additional Actions before Posting a Pending Adjudication
- Processing a Primary Adjudication for Submission to a Secondary Payer on File
- Process an Adjudication from a Secondary Payer or an HSA Account
- Add a Miscellaneous CPT, eg. Interest, for the Purpose of Posting a Payment
- Processing e-Bill Adjudications for Interest Payments
- Adjudications that have been Manually Posted to an Account
- Processing Reverse Adjudications Assigned to the E-bill Provider Adjustment Account
- Process a Retraction or Offset for the Purpose of Issuing a Refund
- Manually Add a Credit for an Overpayment
- Balance all Payments on an ERA, EFT or ACH
- Indicate ERA Payment Funds Were Received New
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- Process Claim Acknowledgements
- Accounts Receivable Navigation
- The Different Claim Stages
- Working A/R
- Make a Claim Note
- Create a Billing Task
- Correcting Claims
- Change Insurance on Individual Transactions (Daysheeted Claims)
- Send Claims Back to the Transmittal Queue
- Void a Claim
- Printing from the Disclosures Tab for Proof of Timely Filing
- Patient Statement Setup
- Print a Statement from the Patient Chart
- Pull a Patient Credit Report
- Apply Patient Credits
- Transfer Credits Between Siblings
- Print Statements for Patients on the Schedule
- Create Batch Statements
- Print or Send Statement Files from the Statement Queue
- Identify When (or If) a Statement was Printed or Sent
- Fields You Can Customize
- Customizing Your Statements
- Viewing Previously Sent Statements/Statement Files
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- Care Plan Enrollment
- Overview Definition, Triggers, and Actions
- Purpose and Patient Goal Statement
- Activate, Enroll, and Privacy
- Bibliographic Citation
- Adding and Editing Triggers
- Adding and Editing Actions
- Creating Care Plans
- Care Plan Item: Add, Edit, Delete
- Care Plan Item: Recall Schedule
- Care Plan Item Types
- Share Care Plans
- Checklist for Activating Care Plans
- Grouping Rules and Actions
- Trigger Conditions Definitions
- Care Plan Troubleshooting
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- OP Coding Decision Support
- The Importance of Finalizing Notes in a Timely Fashion
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- Clinical: Start a Well Visit
- Provider: Chart a Preventive Exam (Well Visit)
- Confirm Correct Well Visit Template
- Interval History and ROS
- Allergies and Reactions
- Updating Past Medical History
- Family Medical History
- Social History
- Birth Info
- Newborn History
- Maternal Pregnancy Hx
- Risk Assessment
- Charting Developmental Milestones
- Detail Exam
- AG and Counseling
- Manage the Order Worksheet (Well Visit)
- Order Worksheet: Medication Tab (Well Visit)
- Order Worksheet: Lab Tab (Well Visit)
- Order Worksheet: Immunization Tab (Well Visit)
- Order Worksheet: Patient Education Tab (Well Visit)
- Order Worksheet: Survey Tab (Well Visit)
- Order Worksheet: Follow Up Tab (Well Visit)
- Order Worksheet: Other Tab (Well Visit)
- Assessment and Plan
- Code and Finalize a Preventive Exam
- Well Visit Placeholder
- Finalize Open Well Visits
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- Clinical: Start a Sick Visit (Encounter)
- Provider: Chart a Sick Visit (Encounter)
- Apply a Template to the Note
- Document Chief Complaint-History of Present Illness-Review Of Systems
- Medications Administered in the Office
- Medical History
- Past Medical History (Encounter)
- Symptom Templates
- Allergies and Reactions (Encounters)
- Family Medical History (Encounter)
- Social History (Encounter)
- Document the Physical Exam (Detailed)
- Manage the Order Worksheet
- Order Worksheet: Medication Tab (Well Visit)
- Order Worksheet: Lab Tab
- Order Worksheet: Patient Education Tab
- Order Worksheet: Survey Tab
- Order Worksheet: Follow Up Tab
- Order Worksheet: Other Tab
- Order and Procedure Templates
- Code and Finalize an Encounter Visit (Sick Visit)
- Finalize Open Encounters (Sick Visits)
- Create an Addenda
- Encounter Visit (Sick Visit ) Placeholder
- Set a Default Exam Template
- Diagnosis and Plan Templates
- Newborn History (Encounters)
- Vital Signs and Growth Measurements
- How Charges Get to the Superbill
- Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
- Layering Templates
- Invalidating a Finalized Encounter or Well Visit Note (Providers Only)
- Save a Template When Charting
- Charting a Sick Visit with a Well Visit
- Note Marked as Incomplete
- Cosign a Note
- Adding and Sorting DX Codes for Claims
- Viewing Prior Notes While Charting a Visit
- Print a Patient Exit Note
- Converting from Paper Charts to Electronic Charts
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- OP Data Cleanup
- SAMPLE: Data Maintenance Office Policy
- Review Staff and Provider Records for Location Video
- Review Patient Basic Info for PCP and Medical Home Video
- Review Patient's Family Contacts Video
- Validate Active Patient List by Archiving Patient Records Video
- Perform Appointment Type Cleanup - Scheduled Appointments Video
- Perform Appointment Type Cleanup - Visit Templates Video
- Perform Appointment Type Cleanup - Patient Chart Appointment Type Defaults Video
- Review Visibility Settings Video
- Map SNOMED Codes to Diagnoses Video
- Archive Database Records Video
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- What's in Document Management?
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- Scanning Insurance Cards
- Scanning a New Document
- Review Documents Assigned To An Inactive Provider
- Capturing and Scanning Photo IDs
- Document Management Item Types and Reference
- Link a Scan to Labs
- Linking a Scan to Referrals
- Importing PDF Files
- Edit or Delete a Scanned Item
- Linking a Signature to a Provider
- Adding Handouts Saved on Computer
- How do I copy a scanned item to another patient?
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- Meaningful Use (MU) Listserv Communications and Ground Rules
- Quick Reference: Meaningful Use FAQ
- Meaningful Use (MU) Objective 2: ePrescribing
- Meaningful Use (MU) Objective 4: Computerized Physician Order Entry (CPOE)
- Meaningful Use (MU) Objective 7: Health Information Exchange
- Using the CQMSolution Portal for eCQMs
- CQM Calculations
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- Pharmacy Favorites
- Medication Favorites and Validating NDCs
- How can I manage the Medication List?
- Adding a Medication to the Favorites List
- Delete a Medication from the Favorites List
- Edit a Medication in the Favorites List
- Why OP Will Block a Medication Favorite From Being Sent
- Inactivate/Reactivate Pharmacy Records
- Understand Pharmacy Favorites Address Book Relationship
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- Survey Downloads
- CHADIS
- Changing Questions on a Survey
- Creating New Surveys
- Creating Answers
- Creating a Scored Survey
- Sharing Surveys
- Importing Surveys
- Copying Multiple Choice Answers to Subsequent Questions In A Survey
- Creating List or Multiple Choice Q&A
- Creating a Score Alert
- Creating Boolean Questions & Answers
- Creating Integer and Numeric Questions & Answers
- Modifying an Existing Survey
- CHADIS Setup
- CHADIS Complete a Survey without a Patient Portal Account
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- Vaccine Body Sites and Admin Routes
- Archive VIS Sheets
- Vaccine Name vs Brand Name
- Editing Vaccine Products
- Changing the Inventory Name in OP
- Adding New Vaccine Inventory
- Distinguishing Between Multiple Brand Names in the Vaccine Inventory
- Entering a Multi-Dose Vial
- Active vs Inactive Lots
- Retiring Lots
- Grid Report: Reconciling Your Inventory
- Lot Number Report
- Accessing Resources
- EPCS Setup
- Using Risk Groups
- Add, Edit Developmental Milestones
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- Medication Tab
- Medication Add and Review
- Review or Document Medications
- Printing Prescriptions
- Refilling a Prescription
- Prescription Rules
- How to use E-Prescribing (e-Rx) Center
- Writing Prescriptions: Basic Instructions
- Writing Prescriptions: Entering a Reference Prescription
- Writing Prescriptions: Writing a Free-Text Prescription
- Writing Prescriptions: Writing an E-Prescription
- Change Request Generic Substitution
- Specifying a Generic Medication
- Using the Liquid Dose Calculator
- Sending a Prescription
- Cancel an Electronic Prescription
- Change Request Prior Authorization
- Change Request Therapeutic Interchange
- NCPDP Medication Unit Changes and Crosswalk
- Importing Medication History
- Pharmacy Benefits Eligibility Checking
- Editing Prescriptions
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- Measles Outbreaks, Early MMR: Implications for VacLogic
- MenB Name Changes
- Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
- Order an Immunization
- Documenting a Wasted Vaccine Dose
- Administer Vaccines
- Administer Vaccines Not Ordered
- Enter a Documented Immunity
- View and Print Patient's Vaccine Record
- Correcting Vaccines
- Payback Vaccines
- Borrowing Vaccines
- Documenting Synagis
- Patient Consent
- Move Vaccine Inventory
- Vaccine Administered Incorrectly
- Electronic Vaccine Consent Form
- Vaccine Resource Links
- MenB-FHbp Vaccine Recommendation
- Administering a Double Dose of a Vaccine
- Immunization Enhancements 14.19.6
- Charting: Defer a Vaccine
- Charting: Refuse a Vaccine
- Immunizations: Complete List - Refuse
- Immunizations: Complete List - New
- Immunizations: Complete List - Edit
- Immunizations: Complete List - Defer
- Immunizations: Complete List - Adverse Reaction
- Selecting Immunization Administration
- Vaccine Indicators
- Kinrix and Quadracel Vaccine Dosing New
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- Meaningful Use Reporting Requirements
- Running the QIC
- Objective: Protect Electronic Health Information
- Objective: Clinical Decision Support Including Interaction Checking
- Objective: CPOE
- Objective: Electronic Prescribing with Formulary Query
- Objective: Medication Reconciliations Inbound Transitions of Care
- Objective: Health Information Exchange (Outbound Transitions in Care)
- Objective: Patient Specific Education
- Objective: Patient Electronic Access (VDT)
- Objective: Secure Messaging
- Clinical Quality Measurements (CQMs)
- Implications of Changing QIC Reports
- Objective: Public Health Reporting
- Export Meaningful Use QIC Data to Microsoft Excel
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- MU: Introduction to Determining Medicaid Volume using the OP Software
- MU: Pick a 90-day Medicaid Volume Attestation Period
- MU: Confirm your Medicaid Designation Plan in your OP Software is Correct
- MU: Correct Assignment of Plans to Medicaid or non-Medicaid Status
- MU: Calculate Volume per Location
- MU: Decide if your Provider(s) will Attest as Individual(s) or Group
- MU: Select the Individual or Group Attestation Summary SQL Associated with your State
- MU: State Group SQL Table
- MU: State Assumptions
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- Promoting Interoperability (MU Stage 3) Learning Resource
- Introduction to Determining Medicaid Volume using the OP Software (Promoting Interoperability: Stage 3)
- Objective 1: Protect Patient Health Information
- Objective 2: Electronic Prescribing
- Objective 3: Clinical Decision Support
- Objective 4: Computerized Provider Order Entry (CPOE)
- Objective 5: Patient Electronic Access to Health Information
- Objective 6: Coordination of Care Through Patient Engagement
- Objective 7: Health Information Exchange
- Objective 8: Public Health and Clinical Data Registry Reporting
- QIC Reporting CEHRT 2015
- InteliChart: 2015 ONC Stage 3 ACI Details Report
- InteliChart: ONC 2015 Report Logic - Workflow
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- Message Module Basics
- Create a Message
- Respond to a Message as the Only Recipient
- Responding to a Message Sent to a Group or Department
- Comment on a Message
- Enhanced Messaging Features
- View Prior Messages
- Invalidate a Message
- Send Instant Message
- Send a Message to a Department
- View Older Non-Patient Messages in the Message Center
- Print Messages
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- Former Portal: Welcome to the OP Patient Portal
- Former Portal: Portal Readiness Checklist and Marketing Resources
- Former Portal: Patient Portal 101
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- Former Portal: OP 14 Applications in the OP Patient Portal
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- Former Portal: OP Patient Portal Applications: Patients
- Former Portal: OP Patient Portal Applications: Patients -- Administration
- Former Portal: OP Patient Portal Applications: Patients -- Application Usage
- Former Portal: Patient Portal Applications: Patients -- Background Information
- Former Portal: OP Patient Portal Applications: Patients -- Payments on the OP Patient Portal
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- Former Portal: OP Patient Portal Applications: Forms
- Former Portal: OP Patient Portal Applications: Forms -- Administration
- Former Portal: OP Patient Portal Applications: Forms -- Application Usage
- Former Portal: OP Patient Portal Applications: Forms -- Background Information
- Former Portal: Send a Form to the Patient Portal
- Former Portal: Send an Asthma Action Plan to the Patient Portal
- Former Portal: OP Patient Portal Applications: Insurance Carriers
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- Former Portal: OP Patient Portal Applications: Register Family
- Former Portal: OP Patient Portal Applications: Register Family -- Administration
- Former Portal: OP Patient Portal Applications: Register Family -- Application Usage
- Former Portal: OP Patient Portal Applications: Register Family -- Background Information
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- Former Portal: OP Patient Portal Applications: Tasks
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Educational Resources
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Making a Handout Appear on the OP Patient Portal for a Patient
- Former Portal: OP Patient Portal Applications: Tasks -- Application Usage
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- Former Portal: OP Patient Portal Applications: Update Contact Information
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Administration
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Application Usage
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Background Information
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- Former Portal: OP Patient Portal Applications: Visit History
- Former Portal: OP Patient Portal Applications: Visit History -- Administration
- Former Portal: OP Patient Portal Applications: Visit History -- Application Usage
- Former Portal: OP Patient Portal Applications: Visit History -- Background Information
- Former Portal: OP Patient Portal Applications: Medications Refill
- Former Portal: OP Patient Portal Applications: Notifications
- Former Portal: OP Patient Portal Applications: Problem List
- Former Portal: OP Patient Portal Applications: Records Request
- Former Portal: OP Patient Portal Applications: Update Patient
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- Former Portal: OP Patient Portal: Glossary
- Former Portal: OP Patient Portal: Glossary -- Active Patient
- Former Portal: OP Patient Portal: Glossary -- Application
- Former Portal: OP Patient Portal: Glossary -- Extended Demographics
- Former Portal: OP Patient Portal: Glossary -- Message-Based Application
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- Former Portal: How Can We Change the Parent's OP Patient Portal Email?
- Former Portal: How Do I Reset an OP Patient Portal Password?
- Former Portal: Why Can't Parents View Their Child(ren) on the OP Patient Portal?
- Former Portal: My Flu Clinic Is Not Working
- Former Portal: How Can Parents Make Payments on the OP Patient Portal?
- Former Portal: How can a practice delete an email address linked between OP 14 and the patient portal?
- Former Portal: Differences If Not Using OP's Practice Management System
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- Former Portal: Privacy and the OP Patient Portal
- Former Portal: Allergies (Privacy)
- Former Portal: Problem List (Privacy)
- Former Portal: Diagnostic Tests (Privacy)
- Former Portal: Medications (Privacy)
- Former Portal: Messages (Privacy)
- Former Portal: Sick Visits (Privacy)
- Former Portal: Well Visits (Privacy)
- Former Portal: Patient Medical Record (Privacy)
- Former Portal: Portal: Visit History - Administration (Privacy)
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- OP Patient Portal Upcoming Features
- OP Patient Portal Upcoming Features: Interim Solutions
- OP Patient Portal Permission Map
- OP Patient Portal: Out-of-the-Box Configuration
- OP Patient Portal Features
- Appointment Type Cleanup for OP Patient Portal Readiness
- Understanding PIN Generation
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- Generate a Patient Portal PIN From OP (Easy Button)
- Issue a Patient Registration PIN from the Appointment List (Practice Portal)
- Issue a Patient Registration PIN from Patient Administration (Practice Portal)
- Register a Patient While in the Office (With a PIN)
- Register a Patient While in the Office (Without a PIN)
- Authenticate Patients Registered Without a PIN
- Remove Access to a Patient Portal Account
- Request Bulk PIN Generation
- Add a Proxy to a Patient's Portal Account
- How Clinical Data Flows to the OP Patient Portal
- OP Patient Portal Send Bulk Message
- OP Patient Portal (InteliChart) FAQs
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- OP Practice Portal: Start Here Quick Reference Guide
- OP Practice Portal: Patient Interface Configuration QRG
- OP Practice Portal: Configuration QRG
- OP Patient Portal: Patient Registration Workflows QRG
- OP Practice Portal: Message Activities
- OP Practice Portal: Reports QRG
- OP Patient Portal Parent Experience: Complete Registration With a PIN QRG
- OP Patient Portal Parent Experience: Register Without a PIN QRG
- OP Patient Portal Parent Experience: Portal Navigation
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- Log Into and Navigate the Practice Portal Video
- Configure Patient and Practice Portal Settings Video
- Review Roles Video
- Add Staff to the Practice Portal Video
- Add Providers and Clinical Staff to the Practice Portal Video
- Review and Add Message Groups Video
- Generate a Patient Registration PIN from Within OP Video New
- Complete Registration with a PIN Printout from OP (Parent Steps) Video New
- Generate a Patient Registration PIN from InteliChart (Practice Portal) Video New
- Complete Registration with a PIN Received in a Welcome Email (Parent Steps) Video New
- Register for the Portal Without a PIN and Authenticate Registration Video New
- OP Patient Portal: Patient Education Workflow
- Navigating the Practice Portal
- InteliChart Canned Reports (Non-MU)
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- OP Patient Portal Data Integrity: Staff/Provider Location- Resource Diagram
- OP Patient Portal Data Integrity: PCP and Medical Home- Resource Diagram
- OP Patient Portal Data Integrity: Family Contact Information- Resource Diagram
- OP Patient Portal Data Integrity: Inactivate Patients- Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Scheduled Appointments Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Visit Templates Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Patient Chart Default Resource Diagram
- OP Patient Portal Easy Button Diagram
- OP Patient Portal Basic Navigation Diagram
- OP Patient Portal Upcoming Appointment Diagram
- OP Patient Portal New Message Diagram
- OP Patient Portal New Lab Results Diagram
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- Data Integrity and the Patient Portal Part 1 Webinar
- Slides: Data Integrity and the OP Patient Portal Webinar Part 1
- Data Integrity and the Patient Portal Part 2 Webinar
- Slides: Data Integrity and the OP Patient Portal Webinar Part 2
- Portal Setup and Configuration: Part 1 Webinar
- Slides: Portal Setup and Configuration Webinar Part 1
- Portal Setup and Configuration: Part 2 Webinar
- Slides: Portal Setup and Configuration Webinar Part 2
- OP Patient Portal: Registration Methods Webinar
- Slides: OP Patient Portal: Registration Methods
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- Knowledge Check: Data Integrity and the OP Patient Portal Part 1
- Knowledge Check: Data Integrity and the OP Patient Portal Part 2
- Knowledge Check: Portal Setup and Configuration Part 1
- Knowledge Check: Portal Setup and Configuration Part 2
- Knowledge Check: OP Patient Portal: Registration Methods
- Knowledge Check: OP Patient Portal: The Parent Experience
- OP Patient Portal: Managing Appointment Requests
- OP Patient Portal: Manage Visibility of Diagnosis Codes and Diagnostic Tests
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- Adding Staff into the Staff Directory
- Setting Up Providers in the Staff Directory
- Clinical Levels
- Adding, Modifying Passwords
- Deactivating a User Account
- Managing User Permissions
- User Permissions
- Managing Group Permissions
- How to Troubleshoot Permissions
- How to Troubleshoot Personalization
- Adding or Modifying Groups
- Enabling Strong Passwords
- Creating and Maintaining Strong Passwords
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- Appointment Types
- Template Zones
- Schedule Tabs
- Create a New Template
- Apply Multiple Templates & Multiple Locations
- Copy Schedule Templates Between Providers
- Creating a Schedule Using Slots
- Zone Purpose
- Add Staff/Resources to a Calendar View
- Set Calendar Display Preferences
- Getting Ready for Self-Scheduling
- Modify a Schedule Using Slots
- Schedule Settings
- Add to or Edit a Code Table
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- Referrals and Transitions of Care
- Writing a Referral to a Specialist
- Viewing or Editing a Previous Referral
- Re-issuing a Referral Letter
- Reconcile Incoming Transitions of Care (CDA)
- Referral Workflow: Create a Response to a Referral
- Referral Workflow: Create a Tracking Entry
- Customize a CDA
- Create an On-Demand CDA
- One-Time CDA Export
- Recurring CDA Export
- Send a CDA
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- Confirm a New Patient Needs to be Registered
- Register a New Patient
- Copy a Sibling's Register Record
- Change Family Address
- Adding Contacts to a Patient's Register Record
- Merging Contacts
- Making an Insurance Record Inactive
- Modifying a Patient Insurance Record
- Create a New Insurance Record
- Statement Method Options
- Validation Feature
- Copying Insurance Information From a Family Member
- Print from Patient Register
- Adding Misc. Notes
- Adding a Clinical Contact
- Linking Families in OP
- Merging Duplicate Patient Charts
- Create a Wait List
- Specify a Patient's Gender Identity
- Specify a Patient's Sexual Orientation
- Specify a Patient's Ethnicity Details
- Specify a Patient's Race Details
- Validation Errors
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- Navigating the Tabs in the F7 Schedule: Best Practices
- Making an Appointment on the Schedule
- Copy an Appointment
- Delete an Appointment
- Locating the Next Available Time Slot
- Making Future Appointments
- Manually Confirming Appointments
- Moving an Appointment on the Schedule
- View Appointments From Patient Tracking
- Using Flags and Alerts on the Schedule
- No Shows
- How to Search for an Appointment
- Pop-up Alerts
- Appointment Move Up Option
- Cancelling Appointments
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- Introduction to Reports
- OP Reports Home
- OP Reports: Practice Workflow Reports
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- Accounting and Billing Reports
- Report Reference Dates
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- Standard Reports: Transactions for Check Number
- Standard Reports: Financial Summary
- Standard Reports: Charges per Scheduled Appointment
- Standard Reports: Unbilled Charges for Scheduled Appointments
- Standard Reports: Reimbursement per Visit
- Standard Reports: Scheduled Appointments
- Standard Reports: Compare Allowable to Payment
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- Billing Transaction Analysis: Transactions
- Billing Transaction Analysis: Total Receipts
- Billing Transaction Analysis: Receipts for Deposit
- Billing Transaction Analysis: Accounting Transfers
- Billing Transaction Analysis: Patient Credit Account
- Billing Transaction Analysis: Void Transactions Only
- Billing Transaction Analysis: Practice Level Adjustment
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- Patient Accounts: Proof Calculation and A/R History Maintenance
- Historical A/R Analysis
- A/R Aging Analysis: Ins. Payer - Ins. A/R
- A/R Aging Analysis: Insurance Payer - Patient A/R
- A/R Aging Analysis: Insurance Payer - Total A/R
- A/R Aging Analysis: Rendering Provider - Insurance A/R
- A/R Aging Analysis: Rendering Provider - Patient A/R
- A/R Aging Analysis: Rendering Provider - Total A/R
- A/R Aging Analysis: Location - Insurance A/R
- A/R Aging Analysis: Location - Patient A/R
- A/R Aging Analysis: Location - Total A/R
- A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R
- A/R Aging Analysis: Insurance Payer - Secondary Payer Resp. Date A/R
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- Demographic Analysis and Recall Overview
- Demographic Analysis and Recall: Patient Demographics
- Demographic Analysis and Recall: Clinical Recall
- Demographic Analysis and Recall: Care Plan Recall
- Demographic Analysis and Recall: Vaccine Status Recall
- Demographic Analysis and Recall: Vaccines Given
- Print Labels from the Demographic Analysis/Recall Report
- Diagnosis Recall Criteria
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- Audit Logs Usage
- Visit Status Change Codes
- Diagnostic Test Status Change Codes
- Designing Reports
- Clipping and Saving from the Clip-and-Save SQL List
- Adding a Signature to a Report
- Adding an Image to a Report
- Entering Dates Correctly
- OP Report Share/Batch Import
- Download Page for .rtm Files
- Workaround: How Do I Update Reports Not Outputting the Signature in OP 19?
- Auditable Events Tracking for Certification
- RCM Performance Report
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- AAP/Local Content Library
- About - License Agreement
- Account Proof
- Adding and Editing Appointments
- Adding and Editing Charges
- Adding an Implantable Device
- Adding Payments and Adjustments
- Add Tasks to a Patient's Checklist
- Addenda
- Address Book
- A/R Aging Analysis
- Address Book Specialty Descriptors
- Allergy/Reaction
- Application/Interbase Status Information
- Apply Template Dialog
- Appointment Types and Zones
- Archive Medical Records
- Audit Logs
- Audit Trail
- Backup Confirmation
- Batch Billing Statements
- Billing Analysis
- Billing Center: Adjudications
- Billing Center: Claims + A/R
- Billing Center: Current Credits
- Billing Center: Current Receipts
- Billing Center: ERA Payments
- Billing Center: Overview
- Billing Center: Statement Queue
- Billing Center: Superbills
- Billing Center: Transmit Queue
- Blocked and Substituted Codes
- Calendar Schedule
- Capitation Payments: Distributed to All Patients on Panel
- Capitation Payment: Single Entry (Not Distributed)
- Change Insurance on Individual Transactions
- Change/Merge Carrier Codes
- Change Template Location Confirmation
- Chart Rack
- Choose a Message
- Choose a Medical Record to Attach to a Consent Record
- Choose a Pharmacy
- Code Tables
- Choose Recipients
- Choose Report Parameter(s)
- Choose Type of Appointment
- Choose a Vaccine Lot
- ClearTriage
- Clinical Work: Diagnostic Tests
- Clinical Work: Documents
- Clinical Work: Encounters
- Clinical Work: Referrals
- Clinical Work: Surveys
- Clinical Work: Well Visits
- Consent Record Types
- Consent/Directive Document
- Contact Manager
- Content Library Editor
- Contract Chooser
- Contact Finder
- Contracts for CPT
- Copy Appointment
- Correct Patient Vaccine Record
- Correspondents
- CPT-4: Physicians' Current Procedural Terminology, Fourth Edition
- Daysheet Log
- Demographic Analysis and Recall
- Department Management
- Developmental Milestones
- Developmental Milestones Choice List Map
- Diagnosis Code Management
- Diagnostic Code Editor
- Diagnostic Test Name Information
- Diagnostic Test Requisition Form
- Diagnostic Test Result Answers
- Diagnostic Tests that are on School Forms
- Document Types and Categories
- E&M CPT Code Analysis of the Archive Transactions Table
- E-Prescriber Allergy Data: Map to Standard ICD9 Codes
- Edit Address
- Edit Archived Claim Transactions
- Edit a Checklist Task
- Edit Drug Details
- Edit Implantable Device
- Edit Vaccine
- Encounter Questions
- Encounter Summary Sheet
- Encounter Template Editor
- Enter Vaccine Administration Information
- ePrescribing Center
- eRx Refill Summary
- eRx Summary
- Family Address Change
- Find Next Available Appointment Window
- General Letter
- General Note
- Growth Charts
- HIPAA Code Tables
- History of Vaccination Data Sent to Immunization Registry
- HL7 Diagnostic Test Utilities: Diagnostic Test Lookup Data Tables
- HL7 Error Log
- Immunization Order Management
- Immunization Quick Entry Chart
- Immunization Records: Transmittal Queue
- Immunization Registry Codes
- Implantable Devices Configuration
- Inactive Implantable Device
- Insurance Carrier Provider Information
- Insurance Contracts
- Insurance Payer Details
- Insurance Payers List
- Insurance Validation
- Laboratories and Hospitals
- Links
- Manage Care Plans
- Manage Documents (Image Acquisition)
- Manage Documents
- Medical Records
- Medical Record Disclosure Tracking
- Medication Finder
- Message
- Message Center
- Modify Fee Schedules
- Monitor SQL
- New Insurance Contract
- New Vaccine
- Office Practicum Quality Improvement Calculator (QIC)
- OP Database Exporter v1.0
- OP Database Viewer
- OP Insights
- OP Reports
- Order Details
- Order Template for Phone Messages
- Order Worksheet
- Override Change Reason
- Patient Chart: Allergies/Rxns
- Patient Chart: Asthma Plan Wizard
- Patient Chart: Care Plans
- Patient Chart: Charges
- Patient Chart: Claims
- Patient Chart: Clinical Contacts
- Patient Chart: Consents and Directives
- Patient Chart: Credits
- Patient Chart: Demographics
- Patient Chart: Developmental Milestones
- Patient Chart: Diagnostic Tests
- Patient Chart: Disclosures
- Patient Chart: Encounters
- Patient Chart: Family Contacts
- Patient Chart: General Notes
- Patient Chart: History
- Patient Chart: Immunizations
- Patient Chart: Implantable Devices
- Patient Chart: Insurance
- Patient Chart: Medications
- Patient Chart: Messages
- Patient Chart: Miscellaneous Notes
- Patient Chart: Overview
- Patient Chart: Payments
- Patient Chart: Problem List
- Patient Chart: Referrals/Transition
- Patient Chart: Risk Assessment
- Patient Chart: Statements
- Patient Chart: Surveys
- Patient Chart: Tasks
- Patient Chart: Vital Signs and Growth Measurements
- Patient Chart: Well Visits
- Patient Directory
- Patient Encounter: Allergy/Reaction
- Patient Encounter: Assess/Plan
- Patient Encounter: Care Plans
- Patient Encounter: CC/HPI/ROS
- Patient Encounter: Services and Procedure Coding
- Patient Encounter: Counseling/CoC
- Patient Encounter: Detail Exam
- Patient Encounter: Diagnostic Test Management
- Patient Encounter: Graphic
- Patient Encounter: History
- Patient Encounter: Immunization Chart
- Patient Encounter: Implantable Devices
- Patient Encounter: Medications
- Patient Encounter: Narrative Exam
- Patient Encounter: Plan/Orders
- Patient Encounter: Prior Notes
- Patient Encounter: Problem List
- Patient Encounter: Risk Assessment
- Patient Encounter: Summary
- Patient Encounter: Surveys
- Patient Encounter: Templates
- Patient Encounter: Visit Info
- Patient Encounter: Vital Signs and Growth Measurements
- Patient Information
- Patient's Checklist
- Patient's Credit Account
- Patient Medical Reports Manager
- Patient Message eXchange
- Patient Register Information Report
- Patient Chart: Privacy/Data Sharing
- Patient Rescheduling List
- Patient Tracking Summary
- Phrase Construction
- Place of Service
- Postal Zip Codes
- Well Visit: Anticipatory Guidance/Counseling
- Well Visit: Allergies
- Well Visit: Assessment
- Preventive Exam: Care Plans
- Well Visit: Coding
- Well Visit: Detail Exam
- Well Visit: Development
- Well Visit: Diagnostic Tests
- Well Visit: Graphic
- Well Visit: History
- Well Visit: Immunizations
- Well Visit: Interval History
- Well Visit: Medications
- Preventive Exam: Prior Well Visits
- Well Visit: Problem List
- Well Visit: Risk Assessment
- Well Visit: School Exam
- Well Visit: Summary
- Well Visit: Surveys
- Preventive Exam: Templates Tab
- Well Visit: Visit Information
- Well Visit: Vital Signs and Growth Measurements
- Practices and Locations
- Prescription Writer
- Preventive Exam
- Privacy Consent
- Problem List
- Process the Daysheet
- Read IM
- Referral/Care Transition Details
- Referrals, Care Transitions, and Patient Letters
- Refuse/Defer Vaccine
- Report Criteria
- Report Printing Configurations
- Repository for Practice Administration Documents
- Requisition Details
- Result Details
- Risk Assessments Editor
- Tasks
- Tracking Schedule
- Schedule Properties for Highlighted Calendar
- Schedule Report Options
- Schedule Templates Editor
- Search for Appointments
- Search for Documents
- Security Settings
- Send IM
- Setup Twain Devices
- Staff Directory
- Standard Reports
- Superbill: Pending Charges for Procedures
- Survey Administrator
- Survey Forms Explorer
- Synchronize Immunization Records
- System Preferences
- Transactions Paid by the Specified ERA Payment ID
- Update Insurance Contract
- Vaccine Code Table Details
- Vaccine Codes
- Vaccine Inventory
- Vaccine Inventory Forecast
- Vaccine Inventory Item Detail
- Vaccine Tracking
- Vaccine: Body Sites / Admin Routes / VIS Sheets
- VFC Immunization Analysis
- Vital Sign Table
- Well Visit Template Editor
- Who is Where
- Workgroup Administration
- Worksheet Builder
- Preventive Exam: Plan/Orders
- Customize Patient Care Plan
- Patient Chart: Documents
- Patient Chart: Medical Records
- Patient Chart: School and Camp Forms
- RCM Performance
- CDA Export
- Add CDA Export
- Customize CDA
- eRx Change Summary
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- Front Desk QRG
- Register a Patient QRG
- Schedule Calendar Slots QRG
- Billing QRG
- Posting ERAs QRG
- Maintaining Healthy A/R QRG
- Managing Patient Credits and Balances QRG
- Fixing Claims QRG
- Vaccine Inventory QRG
- Clinical QRG
- Provider QRG
- Document Management QRG
- Managing Templates QRG
- Additional Template Features QRG
- Navigating the Help Center QRG
- Diagnostic Setup QRG
- Phrase Construction QRG
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- What user permissions are required to use eLabs?
- Do I need to archive other lab facilities when using eLabs?
- What information transfers from the OP Requisition to the eLabs Order Form?
- Why didn't my ordering provider carry over to the electronic order window?
- Why can’t I choose Lab Portal as Order Type in OP?
- Why can't I edit the requisition in OP?
- Why didn't the eLabs Order Form open to my interfaced lab?
- Where can I see the labs that were ordered through a task?
- How do I add a favorite lab order to the eLabs Preference List?
- How do I save lab order panels to the eLabs Preference List?
- How do I add a diagnosis to my eLabs Preference List?
- Why is a diagnosis code appearing automatically on the eLabs Order Form?
- What is required if Specimen collection is identified as ‘at lab’?
- Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
- Can I add the source site of a specimen?
- What does Validate Order in the eLabs Order Form do?
- Why is my insurance not appearing on the Change Healthcare requisition?
- When does the requisition go to eLabs?
- How do I print specimen labels?
- Why am I getting an error when I try to print a specimen label?
- Can I print the requisition and also send it to eLabs?
- Is special paper required for printing requisitions?
- Why am I getting an error when I try to print an eLabs requisition?
- What happens if a user closes the eLabs Order Form prior to sending?
- What are the action button options in the eLabs Order Form?
- Why didn’t the results automatch to the requisition?
- What lab orders and results will not be processed from within OP's eLabs interface?
- Why are my eLabs orders not showing in my note?
- Why is the time not recorded with the Collection Date and Report Date in the patient chart?
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- Why are parents receiving unexpected email notifications?
- How do I activate my OP Patient Portal account?
- Does the registration PIN from the InteliChart OP Patient Portal expire?
- How do I indicate that a parent does not want to enroll for the portal?
- How do I generate a PIN for an additional child or sibling from the Practice Portal?
- If my practice uses OP Notify, will I get a new login for the Practice Portal?
- What is the difference between Web-Based and Mobile App under Calendar Settings?
- What happens if I change the visibility level of medications to Clinical Staff Only?
- Do Message Groups populate from Departments in OP?
- How is the Appointment List in the Dashboard populated?
- How do I find the mobile app for the portal?
- What are the supported browsers and Operating Systems used with InteliChart?
- How long will the old portal be available to parents?
- How are patient requests (appointment, referral, medication refill) configured?
- If a provider is not in a Message Group, can they still respond to portal messages from OP?
- Where will the photo display if added to a provider's portal setup?
- Do Appointment Types in OP populate the Reason for Appointment Mapping page?
- Can I generate PINs for multiple siblings at the same time from OP?
- How do I remove a duplicate portal account?
- When adding a provider, what is the difference between Full Access and Practice Only under Data Sharing?
- Can I access my old portal with the Easy Button in OP?
- What's the best way to generate a PIN for a parent on the phone?
- How do I choose the Message Group that should receive insurance updates?
- When creating a new Role, can I copy another Role or do I have to start from scratch?
- Do all patients need to be registered on the InteliChart portal?
- Can I create custom Message Groups?
- When a parent self-registers, will he/she receive a notification when the child has been authenticated?
- Can a parent get access to their child's portal if the patient is over 18?
- Can a staff member be given two different Roles?
- Why can't I edit the Page Templates?
- Why aren't patient portal messages coming into OP?
- What staff needs to be added to the InteliChart Practice Portal?
- How do I show growth charts on the Patient Portal?
- How do I reset a portal account password?
- Can I merge duplicate portal accounts?
- Why don't patients appear on the OP Patient Portal?
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- Support Hours of Operation
- Linking Welch Allyn Device to OP
- Allowing Office Practicum Support to Connect to your Workstation (TeamViewer)
- ODBC Connection to OP Database
- How can I tell what version of Windows I am using to run OP 14?
- How to Remove Spyware and Adware
- Dragon Dictation
- OP Services and Ports
- Capturing Screenshots and PHI
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- Installing OP on a Client Workstation
- Mapping the gdb_common Network Drive
- Remote Scan Setup for Client Server
- Workstations are Not Updating Following an OP Update
- Office Practicum Web Update
- Before Updating
- Downloading and Installing OPWebUpdate
- Updating the OP Web Updater
- Running WebUpdate
- Running Web Update OP 19
- Running Web Update OP 20
- Performing an OP Client-Server Risk Assessment
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- Cloud Maintenance
- Instamed Credit Card Swiper Configuration
- Export Vendor Files from the Cloud
- Import Documents into OP Cloud
- Privacy and Security Safeguards
- Antivirus and Network Level Exceptions for OP Cloud
- How do I save and access the files on my computer through the tsclient connection on a Mac?
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- OP Diagnostic Tests Import -- Overview of Lab Importing
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- Launching the OP Diagnostic Tests Importer
- Showing and Hiding Configuration Settings
- Importing Lab Results
- Filtering Lab Results
- Selecting Lab Results
- Viewing Lab Results in PDF and HL7 Files
- Searching for a Pending Requisition
- Viewing Details of a Pending Requisition
- Creating a Requisition for a Lab Result
- Linking a Lab Result to a Pending Requisition
- Reviewing Lab Results in the OP Application
- OP Diagnostic Tests Import Training Video
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- Accounts Receivable Webinar
- Advanced Reporting Tools Webinar
- Best Practice Reporting Webinar
- Billing Reports Webinar
- Billing Setup Webinar (Clean Claims Submission)
- Billing Setup - Blocked and Substituted Codes Video
- Billing Setup - Fee Schedule Maintenance Video
- Billing Setup - Insurance Contracts Video
- Database Viewer and Excel Webinar
- How a Charge is Created for a Survey Performed Video
- How to do Balance Transfer from Legacy System Video
- Merchant Services for Billing Video
- Merchant Services for Front Desk Video
- OP Dashboards Webinar
- Posting Payer Payments Webinar
- Proof Patient Accounts Video
- Using Merchant Services with OP and Instamed Webinar
- Managing Your A/R in Tandem with Your Clearinghouse Video
- Run the Daysheet Video
- Auto-Posting Setup Video
- Check for Missing Charges Video
- InstaMed Clearinghouse Video
- Process Payments with InstaMed Video
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- Add Addenda to Notes Video
- Add Same Day Sick to Well Visit Video
- Asthma Action Plan Webinar
- Changing Note Visibility Video
- Risk Assessment Video
- Clinical Workflow Webinar
- Default Template - 6 Months Video
- Encounter Templates - Adding Procedures Video
- From Visits to CPTs: Coding like a PROvider Webinar
- Gestational Age Video
- Print History Video
- Survey Alert Scoring Video
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- Add Diagnostic Test/Add a New In House Test Video
- Add/Modify Default Results Video
- Add Tests to In House Lab List Picklist Video
- Create Result Components Video
- Documenting a Diagnostic Test That Could Not Be Completed Video
- Lab Follow up Video
- Legacy Test Result Newborn Screen Video
- Link Results to a Test Video
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- CompletEPA(R) Electronic Prior Authorization | Surescripts Video
- Create Prescriptions for Approved Proxy Meds Video
- Dr. Sue Kressly Addresses ePrescribing Video
- ePA Basics Video
- ePA Tasks Video
- EPCS Menu Options Video
- EPCS: System Setup and User Management Video
- ePrescribing 10 6 Compliance in Office Practicum Video
- Pharmacy Favorites Video
- Prescribing with EPCS Video
- Medication Validation Video
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- Nurse Only Visits Flu Shots Video
- The Benefits of a Bidirectional Immunization Information System Video
- Vaccine Inventory GTIN Error Video
- Vaccine Barcoding Strategies and Training Video
- Vaccine Setup 101 Webinar
- Refuse Vaccine: Charting Workflow Video
- Refuse Vaccine: Complete List Video
- Defer Vaccine: Charting Workflow Video
- Defer Vaccine: Complete List Video
- Edit Vaccine from Complete List Video
- Enter Historic Vaccine (New) from Complete List Video
- Document an Immunity Video
- Document an Adverse Reaction Video
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- Practice Admin: Log In and Activate your Account
- Practice Admin: Add Roles
- Practice Admin: Add Staff Members
- Practice Admin: Event Settings
- Create New Event Email Template: Notify Templates
- Create New Event Email Template: On Demand Templates
- Edit an Event Email Template
- Appointment Reminder Setup: Call
- Appointment Reminder Setup: Text
- Appointment Reminder Setup: Email
- Appointment Reminder Setup: Call or Text
- Appointment Reminder Setup: Generic Provider Call
- On Demand Notification: Call
- On Demand Notification: Text
- On Demand Notification: Email
- On Demand Notification: Call or Text
- OP Notify Appointment Type Correction Video
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- OP Requirements for Portal Access Video
- Patient Portal: Flu Clinic Setup Video
- Patient Portal: Managing Features Video
- Patient Portal Tasks: Patient Education Video
- Patient Portal: Requests and Appointments Video
- Patient Portal: Send and Respond to Messages Video
- Sending Documents to Patient Portal Video
- Patient Portal: Setting Preferences Video
- Patient Portal Tasks: Surveys Video
- Preparing for the Portal Webinar
- Setting Up and Scheduling Flu Clinics With the Office Practicum Patient Portal Video
- CHADIS and Sending Orders to the Patient Portal Video
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- Add and Edit Appointment Types Video
- Add Departments Video
- Add New Front Desk Staff Video
- Add Mid-Level Provider Video
- Add New Provider Video
- Add Nurse Video
- Add Rooms Video
- Add Staff to Calendar View Video
- Create a Schedule With Slots and Copy Weeks Video
- Customize Display Preferences in Calendar View Video
- Database Viewer Webinar
- Front Desk: Password and Permissions Video
- Lab Facilities: Set Default Lab for Type Video
- Merging Duplicate Contacts Video
- Merging Duplicate Patients Video
- Mid Level Provider Info and eRx Video
- Mid Level Provider: Password and Permissions Video
- Modify Schedule With Existing Slots Video
- Nurse Password and Permissions Video
- Phrase Construction Webinar
- Practices and Locations Video
- Practice Setup: Staff, Providers and Calendars Webinar
- Provider Info and ERX Video
- Provider Password and Permissions Video
- Template Zones Video
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- Create a Patient Demographic List Video
- Clinical Recalls - Medications Video
- Demographic Analysis and Recall (DAR) Run Care Plan Recall Video
- Demographic Analysis and Recall (DAR) Run Recall Report for Labs Video
- Demographic Analysis and Recall (DAR) Run Vaccine Status Recall Video
- Demographic Analysis and Recall (DAR) Send Messages for Recall Video
- Demographic Analysis and Recall (DAR) Vaccines Given Report Video
- Demographic Analysis and Recall Webinar
- Medical Reports Webinar
- Print School Forms and Custom End Reports Video
- OP Superbill Report Video
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- A New Look for OP 19 Video
- Getting Started with OP 19 Video
- Key How To Steps OP 19 Video
- Personalize the Navigation Panel OP 19 Video
- Personalize Encounter Navigation Panel OP 19 Video
- Using Tabbed Interface and Multi-Patient Mode OP 19 Video
- Customize the Ribbon OP 19 Video
- Navigating OP 19 Webinar
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- Diagnostic Test Results Scope and Data Maintenance
- Specialty Growth Curves
- Office Practicum and Bright Futures Handouts
- Implications of Changing QIC Reports
- The Importance of Finalizing Notes in a Timely Fashion
- Approaching Care Plans
- Payer Audits: Be Prepared!
- Maximizing Diagnoses on Claims: Overview and FAQ
- Badge Counts and Alerts
- Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
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What can we help you find?
Welcome to the OP Help Center! Check out this week's trending topics below.
Correcting Claims User Permissions Accounting and Billing Reports Extend Schedule Templates Main Navigation Panel: Clinical Badges Using General Letters All Trending Support Articles
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Trending Support Articles
This page provides links to the Trending Topics for each of the three categories that OP Support most frequently receives calls about: Billing Trending Articles, Technical Trending Articles, and Services Trending Articles. Clicking on the Expand button for any category displays a list of the Trending Topics articles for that category. Each category may also include links to other areas of the OP Help Center that can help you find the information you are looking for.
Trending Topics articles are updated every two weeks and reflect the articles that OP Support referenced most frequently to help resolve issues and answer questions that clients called about.
OP RCM Client Corner
Welcome to the OP RCM Client Corner... a dedicated space specifically designed for practices that have partnered with OP's Billing Service!
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Dr. Sue Kressly's Corner
- Common Pediatric Medication Dosing Units/Quantity
- Badge Counts and Alerts
- Payer Audits: Be Prepared!
- Diagnostic Test Results Scope and Data Maintenance
- Specialty Growth Curves
- OP and Bright Futures Handouts
- Implications of Changing QIC Reports
- Importance of Finalizing Notes
- Approaching Care Plans
- Coding Decision Support
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