We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Add / Edit Appointment

Version 14.19

About Add / Edit Appointment

Path: Clinical tab > Schedule button > Calendar radio button > double-click on an appointment slot
Path: Practice Management tab > Schedule button > Calendar radio button > double-click on an appointment slot
Path: Billing tab > Schedule button > Calendar radio button > double-click on an appointment slot

The Add/Edit Appointment window appears when double-clicking on the appointment slot. Create or modify an appointment in this window.

Add / Edit 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

The Save and Cancel buttons save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.10

About Add / Edit Appointment

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

The Add / Edit Appointment window appears when double-clicking on the appointment slot. Create or modify an appointment in this window.

Add / Edit 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

The Save and Cancel buttons save or cancel the new information entered in the Add / Edit Appointment window.

Version 14.8

About Add / Edit Appointment

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

The Add / Edit Appointment window appears when double-clicking on the appointment slot. Create or modify an appointment in this window.

Add / Edit 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

The Save and Cancel buttons save or cancel the new information entered in the Add / Edit Appointment window.