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 Tasks to a Patient's Checklist

Version 14.19

Add Tasks to a Patient’s Checklist

Path: Clinical tab > Patient Chart button > Tasks > New Task button
Path: Practice Management tab > Patient Chart button > Tasks > New Task button
Path: Billing tab > Patient Chart button > Tasks > New Task button

The Add Tasks to a Patient’s Checklist window will add tasks to the patient’s chart.

Add Tasks to a Patient’s Checklist Map

Number

Section

Description

1

Task Information

The Task Information must be completed to add a task to the patient’s chart. Here you assign the task type, provide a description, add special instructions, set the task due date, and determine the department to complete the task. Diagnosis and CPT codes can also be attached to the task. 

2

Phrase Construction button

The Phrase Construction button accesses the Phrase Construction window to find a phrase for the task description.

3

Add button

When a task is entered, click the Add button to create a second task in the patient’s chart.

4

OK button

When a task is entered, click the OK button to add the task to the task list.

5

Cancel button

Click the Cancel button to avoid adding a task to the patient’s chart.

Version 14.10

Add Tasks to a Patient’s Checklist

Path: Smart Toolbar > Account button > Tasks tab > + Task button
Path: Smart Toolbar > Chart button > Tasks tab > + Task button
Path: Smart Toolbar > Tasks > + button

The Add Tasks to a Patient’s Checklist window will add tasks to the patient’s chart.


Add Tasks to a Patient’s Checklist Map

Number

Section

Description

1

Task Information

The Task Information must be completed to add a task to the patient’s chart. Here you assign the task type, provide a description, add special instructions, set the task due date, and determine the department to complete the task. Diagnosis and CPT codes can also be attached to the task. 

2

Phrase Construction button

The Phrase Construction button accesses the Phrase Construction window to find a phrase for the task description.

3

+ Add button

When a task is entered, click the + Add button to create a second task in the patient’s chart.

4

OK button

When a task is entered, click the OK button to add the task to the task list.

5

Cancel button

Click the Cancel button to avoid adding a task to the patient’s chart.