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.

Apply Template Dialog

Version 14.19

About Apply Template Dialog

Path: Clinical tab > Patient Chart button > Encounters > New Note button > various items in navigation bar the contain the All Templates field (example: CC/HPI/ROS) > select a template
Path: Practice Management tab > Patient Chart button > Encounters > New Note button > various items in navigation bar the contain the All Templates field (example: CC/HPI/ROS) select a template
Path: Billing tab > Patient Chart button > Encounters > New Note button > various items in navigation bar the contain the All Templates field (example: CC/HPI/ROS) select a template

When a template is selected in the All Templates dropdown list, the Apply Template Dialog box appears. The dialog box determines the sections that will be included from the template. Select or deselect the appropriate sections from the template and click the OK button. Click the Cancel button to not apply a template.

Version 14.10

About Apply Template Dialog

Path: Smart Toolbar > Chart button > Encounters tab > + Start New Note button > Select a Template

When a template is selected in the All Templates dropdown list, the Apply Template Dialog box appears. The dialog box determines the sections that will be included from the template. Select or deselect the appropriate sections from the template and click the OK button. Click the Cancel button to not apply a template.