Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Adding and Editing Appointments

Version 14.19

About Adding and Editing Appointment

Path: Clinical, Practice Management or Billing tab > Schedule button > Calendar radio button Double-click an appointment slot

The Add/Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.10

About Adding and Editing an Appointment

Path: Smart Toolbar > Schedule button Double-click an Appointment slot

The Add / Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.8

About Adding and Editing an Appointment

Path: Smart Toolbar > Schedule button Double-click on Appointment slot

The Add / Edit Appointment window is displayed when you double-click an appointment slot. Create or modify an appointment in this window.

Adding and Editing an Appointment Map

Number

Section

Description

1

Appointment panel

The Appointment Information panel is where the appointment can be created or modified. Set the appointment duration, type, location, and provider in this field group. 

2

Visit panel

The Visit panel follows the patient through the current visit. Payment can be applied in this panel.

3

Information panel

The Information panel contains basic demographic information, previous visit status, and required/recommended immunizations. Basic account information resides below the immunization information. Insurance and balance information can also be found in this panel. The insurance can be validated in this window.

4

Save and Cancel Buttons

Save or cancel the new information entered in the Add / Edit Appointment window.