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.

Assign Default Tasks to Specific Departments

Version 14.19
Utilities > Manage Practice > Departments

Overview

Task types such as Diagnostic Test, Vaccine, Referral Letter and Schedule are assigned to specific departments in the Checklist Template Administration form. Setting task types to default departments enables the Order Worksheet to function properly when assigning tasks to staff members.

Assign or Edit Task Types

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click on the Default Task Assignment tab.

  1. Highlight the task type in the column on the left.
  2. Click on the dropdown button  in the Default Department column and select the correct department.
  3. Exit when finished.

Version 14.10
Utilities > Manage Practice > Departments

Overview

Task types such as Diagnostic Test, Vaccine, Referral Letter and Schedule are assigned to specific departments in the Checklist Template Administration form. Setting task types to default departments enables the Order Worksheet to function properly when assigning tasks to staff members.

Assign or Edit Task Types

  1. Click the  button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Departments.
  4. Click on the Default Task Assignment tab.

  1. Highlight the task type in the column on the left.
  2. Click on the dropdown button  in the Default Department column and select the correct department.
  3. Exit when finished.