Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Authenticate Patients Registered Without a PIN

Overview

When a parent registers a patient on the OP Patient Portal without a PIN, the registration must be authenticated by the practice. The parent will not have full access to all of the portal features until this authentication, or merge matching, is complete. In order for merge matching to be available for the patient, the patient must have a chart in OP.

Workflow

  1. Navigate to the Practice Portal Dashboard: Navigation Panel > Dashboard.
  2. Click View in the Self-Registered column of the Patient Portal Statistics panel. The Patient Administration window opens to the Self-Registered patient list.
  3. Click the Select button in the Actions column or the patient name to complete the registration. The Patient Account page is displayed.
  4. In the Merge Matching section of the window, click the Merge Matching button. The patient is fully registered for the Patient Portal.