Adding/Editing a Department

Version 14.19
Utilities > Manage Practice > Departments

Overview

In OP 14, Departments are used to send messages and assign tasks. Below you will find instructions on how to add a new department, assign tasks to particular departments, and edit a department.

Adding a New Department

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Insert Record button .
  5. Enter the new Department name in the blank entry line.
  6. Select a color for the department, if applicable.
  7. Click the Post Edit button .
The Department 'Patient ID 100' is associated with the Patient Portal. This department should not be edited or deleted because that will hinder the patient's ability to be able to complete portal tasks.

Default Task Assignments

After adding all the departments that are pertinent to your practice, you will want to determine which Tasks should be assigned to which Department.

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Default Task Assignment tab.
  5. The Task Type column contains all of the tasks available in OP 14.
  6. The Default Department column indicates which department is assigned the corresponding task.
  1. Click in the Department field. The dropdown indicator appears.
  2. Click the dropdown and select the Department that will receive the task.
  3. Click anywhere outside of the field to lock in your selection.

Editing a Department

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Select the department you would like to edit.
  5. Click the Edit Record button.
  6. Return to the highlighted item and make the desired change.
  7. Click the Post Edit button.
Version 14.10
Utilities > Manage Practice > Departments

Overview

In OP 14, Departments are used to send messages and assign tasks. Below you will find instructions on how to add a new department, assign tasks to particular departments, and edit a department.

Adding a New Department

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Insert Record button .
  5. Enter the new Department name in the blank entry line.
  6. Select a color for the department, if applicable.
  7. Click the Post Edit button .
The Department 'Patient ID 100' is associated with the Patient Portal. This department should not be edited or deleted because that will hinder the patient's ability to be able to complete portal tasks.

Default Task Assignments

After adding all the departments that are pertinent to your practice, you will want to determine which Tasks should be assigned to which Department.

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click the Default Task Assignment tab.
  5. The Task Type column contains all of the tasks available in OP 14.
  6. The Default Department column indicates which department is assigned the corresponding task.
  1. Click in the Department field. The dropdown indicator appears.
  2. Click the dropdown and select the Department that will receive the task.
  3. Click anywhere outside of the field to lock in your selection.

Editing a Department

  1. Click Utilities on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Select the department you would like to edit.
  5. Click the Edit Record button.
  6. Return to the highlighted item and make the desired change.
  7. Click the Post Edit button.