Office Practicum Help Center

What's New
How To
Quick Reference Guides (QRG)
FAQs
Group Trainings
IT Help
Videos
OP Community Listservs
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Training Solutions
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
2020 Product Launches / Minutes
2019 Featured Product Webinars
Reports Catalog and Descriptions
OP Ideas Portal
Learning Journeys
OP Educational Experience 2020
OP RCM Client Corner

- What's New
- How To
- Quick Reference Guides (QRG)
- FAQs
- Group Trainings
- IT Help
- Videos
- OP Community Listservs
- Office Practicum Medical Home and Meaningful Use Training
- Important Flu Season Information
- Dr. Sue Kressly's Corner
- Training Solutions
- Trending Support Articles
- Client Server to Cloud Transition
- Clip-and-Save SQL
- 2020 Product Launches / Minutes
- 2019 Featured Product Webinars
- Reports Catalog and Descriptions
- OP Ideas Portal
- Learning Journeys
- OP Educational Experience 2020
- OP RCM Client Corner

- What's New
- How To
- Quick Reference Guides (QRG)
- FAQs
- Group Trainings
- IT Help
- Videos
- OP Community Listservs
- Office Practicum Medical Home and Meaningful Use Training
- Important Flu Season Information
- Dr. Sue Kressly's Corner
- Training Solutions
- Trending Support Articles
- Client Server to Cloud Transition
- Clip-and-Save SQL
- 2020 Product Launches / Minutes
- 2019 Featured Product Webinars
- Reports Catalog and Descriptions
- OP Ideas Portal
- Learning Journeys
- OP Educational Experience 2020
- OP RCM Client Corner

Home
Glossary
What's New
- New Help Center Articles
- OP 20 Release
- 2015 Edition EHR Certification Resources (OP 20)
- OP 14.19 (OP 19) Release
- OP 14 Release
- InteliChart Release
  - InteliChart Release 3.5.9
  - InteliChart Release 3.5.10
- OP Patient Portal Release
  - OP Patient Portal Release 1.7.1
- OP Release Feedback
How To
- Overview
Quick Reference Guides (QRG)
- OP QRGs
- eLabs QRGs
- OP Notify QRGs
- CQM QRGs
  - CQMsolution User Setup QRG
FAQs
- OP 19 Getting Started FAQs
- OP 19 Enhancement FAQs
- Troubleshooting FAQs
- Billing FAQs
- Charting FAQs
- Diagnostic Tests FAQs
- Document Management FAQs
- EHR Clinical Setup and Management FAQs
- eLabs: FAQs
  - What user permissions are required to use eLabs?
  - Do I need to archive other lab facilities when using eLabs?
  - What information transfers from the OP Requisition to the eLabs Order Form?
  - Why didn't my ordering provider carry over to the electronic order window?
  - Why can’t I choose Lab Portal as Order Type in OP?
  - Why can't I edit the requisition in OP?
  - Why didn't the eLabs Order Form open to my interfaced lab?
  - Where can I see the labs that were ordered through a task?
  - How do I add a favorite lab order to the eLabs Preference List?
  - How do I save lab order panels to the eLabs Preference List?
  - How do I add a diagnosis to my eLabs Preference List?
  - Why is a diagnosis code appearing automatically on the eLabs Order Form?
  - What is required if Specimen collection is identified as ‘at lab’?
  - Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
  - Can I add the source site of a specimen?
  - What does Validate Order in the eLabs Order Form do?
  - Why is my insurance not appearing on the Change Healthcare requisition?
  - When does the requisition go to eLabs?
  - How do I print specimen labels?
  - Why am I getting an error when I try to print a specimen label?
  - Can I print the requisition and also send it to eLabs?
  - Is special paper required for printing requisitions?
  - Why am I getting an error when I try to print an eLabs requisition?
  - What happens if a user closes the eLabs Order Form prior to sending?
  - What are the action button options in the eLabs Order Form?
  - Why didn’t the results automatch to the requisition?
  - What lab orders and results will not be processed from within OP's eLabs interface?
  - Why are my eLabs orders not showing in my note?
  - Why is the time not recorded with the Collection Date and Report Date in the patient chart?
- e-Prescribing and Medications FAQs
- eRx Cancel and Change FAQs
- Forms, Correspondence, Medical Records FAQs
- Immunizations & Vaccines FAQs
- Implantable Device FAQs
- IT FAQs
- Lab Interface FAQs
- Messaging FAQs
- Mobile Text Alerts FAQs
- OP Notify FAQs
- OP Patient Portal (Former) FAQs
- OP Patient Portal (InteliChart) FAQs
  - Why are parents receiving unexpected email notifications?
  - How do I activate my OP Patient Portal account?
  - Does the registration PIN from the InteliChart OP Patient Portal expire?
  - How do I indicate that a parent does not want to enroll for the portal?
  - How do I generate a PIN for an additional child or sibling from the Practice Portal?
  - If my practice uses OP Notify, will I get a new login for the Practice Portal?
  - What is the difference between Web-Based and Mobile App under Calendar Settings?
  - What happens if I change the visibility level of medications to Clinical Staff Only?
  - Do Message Groups populate from Departments in OP?
  - How is the Appointment List in the Dashboard populated?
  - How do I find the mobile app for the portal?
  - What are the supported browsers and Operating Systems used with InteliChart?
  - How long will the old portal be available to parents?
  - How are patient requests (appointment, referral, medication refill) configured?
  - If a provider is not in a Message Group, can they still respond to portal messages from OP?
  - Where will the photo display if added to a provider's portal setup?
  - Do Appointment Types in OP populate the Reason for Appointment Mapping page?
  - Can I generate PINs for multiple siblings at the same time from OP?
  - How do I remove a duplicate portal account?
  - When adding a provider, what is the difference between Full Access and Practice Only under Data Sharing?
  - Can I access my old portal with the Easy Button in OP?
  - What's the best way to generate a PIN for a parent on the phone?
  - How do I choose the Message Group that should receive insurance updates?
  - When creating a new Role, can I copy another Role or do I have to start from scratch?
  - Do all patients need to be registered on the InteliChart portal?
  - Can I create custom Message Groups?
  - When a parent self-registers, will he/she receive a notification when the child has been authenticated?
  - Can a parent get access to their child's portal if the patient is over 18?
  - Can a staff member be given two different Roles?
  - Why can't I edit the Page Templates?
  - Why aren't patient portal messages coming into OP?
  - What staff needs to be added to the InteliChart Practice Portal?
  - How do I show growth charts on the Patient Portal?
  - How do I reset a portal account password?
  - Can I merge duplicate portal accounts?
  - Why don't patients appear on the OP Patient Portal?
- Patient Message Exchange FAQs
- Practice Setup and Management FAQs
- Protecting Patient Data FAQs
- Referrals and Transitions of Care FAQs
- Register/Schedule/Check In/Check Out FAQs
- Reports FAQs
- Tasks FAQs
Group Trainings
IT Help
- Support Hours of Operation
- Linking Welch Allyn Device to OP
- Allowing Office Practicum Support to Connect to your Workstation (TeamViewer)
- ODBC Connection to OP Database
- How can I tell what version of Windows I am using to run OP 14?
- How to Remove Spyware and Adware
- Dragon Dictation
- OP Services and Ports
- Capturing Screenshots and PHI
- Hardware Specifications and Recommendations
- Client Server Administration
- Cloud Administration
- Office Practicum Servers (Local)
  - Downloading and Installing OP 14 on a Server
  - Migrating a Server
- Emergency Server
- Office Practicum Backup Program
- OP Services
Videos
- About OP Videos
  - OP Help Center What's New Video
  - Day In the Life of OP
  - How to Run OP Updates Video
- Billing Videos and Webinars
  - Accounts Receivable Webinar
  - Advanced Reporting Tools Webinar
  - Best Practice Reporting Webinar
  - Billing Reports Webinar
  - Billing Setup Webinar (Clean Claims Submission)
  - Billing Setup - Blocked and Substituted Codes Video
  - Billing Setup - Fee Schedule Maintenance Video
  - Billing Setup - Insurance Contracts Video
  - Database Viewer and Excel Webinar
  - How a Charge is Created for a Survey Performed Video
  - How to do Balance Transfer from Legacy System Video
  - Merchant Services for Billing Video
  - Merchant Services for Front Desk Video
  - Posting Payer Payments Webinar
  - Proof Patient Accounts Video
  - Using Merchant Services with OP and Instamed Webinar
  - Managing Your A/R in Tandem with Your Clearinghouse Video
  - Run the Daysheet Video
  - Auto-Posting Setup Video
  - Check for Missing Charges Video
  - InstaMed Clearinghouse Video
  - Process Payments with InstaMed Video
- Care Plans Videos and Webinars
  - View Care Plans and Enroll Patients Video
  - Activate Care Plans Video
- Charting Videos and Webinars
  - Add Addenda to Notes Video
  - Add Same Day Sick to Well Visit Video
  - Asthma Action Plan Webinar
  - Changing Note Visibility Video
  - Risk Assessment Video
  - Clinical Workflow Webinar
  - Default Template - 6 Months Video
  - Encounter Templates - Adding Procedures Video
  - From Visits to CPTs: Coding like a PROvider Webinar
  - Gestational Age Video
  - Print History Video
  - Survey Alert Scoring Video
- Diagnostic Tests Videos and Webinars
  - Add Diagnostic Test/Add a New In House Test Video
  - Add/Modify Default Results Video
  - Add Tests to In House Lab List Picklist Video
  - Create Result Components Video
  - Documenting a Diagnostic Test That Could Not Be Completed Video
  - Lab Follow up Video
  - Legacy Test Result Newborn Screen Video
  - Link Results to a Test Video
- Document Management Videos and Webinars
  - Attach Document to Diagnostic Test or Referral Video
  - New Print Functionality in OP 14.8 Video
  - Scan in Educational Handouts and Attach to a Template Video
  - What's In Document Management Video Part 1 of 2
  - What's In Document Management Video Part 2 of 2
- EHR Clinical Setup and Management Videos and Webinars
  - Advanced Customization Webinar
  - ClearTriage and Office Practicum Webinar
  - Clinical Setup Webinar
  - Visit Template Customization Webinar
- eLabs Videos
  - eLabs: Creating Requisitions
  - eLabs: Matching Lab Results
  - eLabs: Site Enrollment Form
- e-Prescribing and Medications Videos and Webinars
  - CompletEPA(R) Electronic Prior Authorization | Surescripts Video
  - Create Prescriptions for Approved Proxy Meds Video
  - Dr. Sue Kressly Addresses ePrescribing Video
  - ePA Basics Video
  - ePA Tasks Video
  - EPCS Menu Options Video
  - EPCS: System Setup and User Management Video
  - ePrescribing 10 6 Compliance in Office Practicum Video
  - Pharmacy Favorites Video
  - Prescribing with EPCS Video
  - Medication Validation Video
- Forms, Correspondence, Medical Records Videos and Webinars
  - General Letters Video
  - Print Medical Records Video
  - Print Missed School and Work Forms
- Immunization Registry Videos and Webinars
  - Documenting Synagis Webinar
- Immunizations & Vaccines Videos and Webinars
  - Nurse Only Visits Flu Shots Video
  - The Benefits of a Bidirectional Immunization Information System Video
  - Vaccine Inventory GTIN Error Video
  - Vaccine Barcoding Strategies and Training Video
  - Vaccine Setup 101 Webinar
  - Refuse Vaccine: Charting Workflow Video
  - Refuse Vaccine: Complete List Video
  - Defer Vaccine: Charting Workflow Video
  - Defer Vaccine: Complete List Video
  - Edit Vaccine from Complete List Video
  - Enter Historic Vaccine (New) from Complete List Video
  - Document an Immunity Video
  - Document an Adverse Reaction Video
- Lab Interface Videos and Webinars
  - Lab Importer Webinar
- Meaningful Use Videos and Webinars
  - Charting for Meaningful Use Video
- Messaging Videos and Webinars
  - OP 14 Electronic Clinical Documents, DIRECT, and Outbound TOC Video
  - OP 14 Inbound TOC and CDA Video
  - Using ClearTriage with OP 14 Video
  - External Direct Messaging Video
- OP Intelligence Videos
  - OP Intelligence Video
- OP Mobile Videos and Webinars
  - OP Mobile Pairing Instructions Video
- OP Notify Videos
  - Practice Admin: Log In and Activate your Account
  - Practice Admin: Add Roles
  - Practice Admin: Add Staff Members
  - Practice Admin: Event Settings
  - Create New Event Email Template: Notify Templates
  - Create New Event Email Template: On Demand Templates
  - Edit an Event Email Template
  - Appointment Reminder Setup: Call
  - Appointment Reminder Setup: Text
  - Appointment Reminder Setup: Email
  - Appointment Reminder Setup: Call or Text
  - Appointment Reminder Setup: Generic Provider Call
  - On Demand Notification: Call
  - On Demand Notification: Text
  - On Demand Notification: Email
  - On Demand Notification: Call or Text
  - OP Notify Appointment Type Correction Video
- Patient Message Exchange Videos and Webinars
  - Patient Message Exchange (PMX) Configuration Video
  - Patient Message Exchange (PMX) Overview Video
  - Patient Message eXchange Webinar
  - Using Patient Message eXchange Video
- PCMH Videos and Webinars
  - Office Practicum Medical Home Video
  - PCMH 2017 Introduction Webinar
- Portal Videos and Webinars
  - OP Requirements for Portal Access Video
  - Patient Portal: Flu Clinic Setup Video
  - Patient Portal: Managing Features Video
  - Patient Portal Tasks: Patient Education Video
  - Patient Portal: Requests and Appointments Video
  - Patient Portal: Send and Respond to Messages Video
  - Sending Documents to Patient Portal Video
  - Patient Portal: Setting Preferences Video
  - Patient Portal Tasks: Surveys Video
  - Preparing for the Portal Webinar
  - Setting Up and Scheduling Flu Clinics With the Office Practicum Patient Portal Video
  - CHADIS and Sending Orders to the Patient Portal Video
- Practice Setup and Management Videos and Webinars
  - Add and Edit Appointment Types Video
  - Add Departments Video
  - Add New Front Desk Staff Video
  - Add Mid-Level Provider Video
  - Add New Provider Video
  - Add Nurse Video
  - Add Rooms Video
  - Add Staff to Calendar View Video
  - Create a Schedule With Slots and Copy Weeks Video
  - Customize Display Preferences in Calendar View Video
  - Database Viewer Webinar
  - Front Desk: Password and Permissions Video
  - Lab Facilities: Set Default Lab for Type Video
  - Merging Duplicate Contacts Video
  - Merging Duplicate Patients Video
  - Mid Level Provider Info and eRx Video
  - Mid Level Provider: Password and Permissions Video
  - Modify Schedule With Existing Slots Video
  - Nurse Password and Permissions Video
  - Phrase Construction Webinar
  - Practices and Locations Video
  - Practice Setup: Staff, Providers and Calendars Webinar
  - Provider Info and ERX Video
  - Provider Password and Permissions Video
  - Template Zones Video
- Protecting Patient Privacy Videos and Webinars
  - Privacy Levels Overview Video
  - Protecting Privacy Global Settings Video
  - Set Visibility on Individual Items in the Patient Chart Video
  - Viewing Items With Restricted Visibility Video
- Register-Scheduling Check In Check Out Videos and Webinars
  - Connecting with Contacts Webinar
- Reports Videos and Webinars
  - Create a Patient Demographic List Video
  - Clinical Recalls - Medications Video
  - Demographic Analysis and Recall (DAR) Run Care Plan Recall Video
  - Demographic Analysis and Recall (DAR) Run Recall Report for Labs Video
  - Demographic Analysis and Recall (DAR) Run Vaccine Status Recall Video
  - Demographic Analysis and Recall (DAR) Send Messages for Recall Video
  - Demographic Analysis and Recall (DAR) Vaccines Given Report Video
  - Demographic Analysis and Recall Webinar
  - Medical Reports Webinar
  - Print School Forms and Custom End Reports Video
  - OP Superbill Report Video
- OP19 Getting Started Videos
  - A New Look for OP 19 Video
  - Getting Started with OP 19 Video
  - Key How To Steps OP 19 Video
  - Personalize the Navigation Panel OP 19 Video
  - Personalize Encounter Navigation Panel OP 19 Video
  - Using Tabbed Interface and Multi-Patient Mode OP 19 Video
  - Customize the Ribbon OP 19 Video
  - Navigating OP 19 Webinar
OP Community Listservs
Office Practicum Medical Home and Meaningful Use Training
- Dr. Berman's MU Corner
- Office Practicum Medical Home Training
Important Flu Season Information
- Flu Season Information (2019-2020)
- Flu Season Information (2018-2019)
- Flu Season Information (2017-2018)
- Flu Season Information (2016-2017)
Dr. Sue Kressly's Corner
- Risk Stratification: The Why and the How Video Series New
- Diagnostic Test Results Scope and Data Maintenance
- Specialty Growth Curves
- Office Practicum and Bright Futures Handouts
- Implications of Changing QIC Reports
- The Importance of Finalizing Notes in a Timely Fashion
- Approaching Care Plans
- Payer Audits: Be Prepared!
- Maximizing Diagnoses on Claims: Overview and FAQ
- Badge Counts and Alerts
- Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
- Sample Letters
  - Sample Letter: Direct Messaging To a Medical Network Colleague
Training Solutions
- OP Training Options and Formats
- Office Practicum eLearning Center
Trending Support Articles
Client Server to Cloud Transition
- Considering the Cloud
- What to Expect During Transition
  - Checklist for Transition
  - Specifications and Hardware
- Installation (What You Need to Do)
- Post Installation (Functional Changes)
Clip-and-Save SQL
- Clip-and-Save SQL: Quickstart!
- Clip-and-Save SQL Library
2020 Product Launches / Minutes
- Product Minutes: Portal Current Status and What's Coming New
- Product Minutes: Prescription Dosing
- New Portal Product Launch
2019 Featured Product Webinars
Reports Catalog and Descriptions
- School Camp Forms
OP Ideas Portal
- Overview of the OP Ideas Portal
- How to Use the OP Ideas Portal
- How an Idea Becomes a Feature
- Terms of Use
OP Educational Experience 2020
- Q1: It's Time to Update Fee Schedules and Optimize Payment!
- Q2: Optimizing Your Schedule for Patient and Practice Success
- Q3: Getting Ready for Flu Vaccine Season
- Q4: Quality Care: Care Plans, Recalls and Good Patient Care
OP RCM Client Corner
- OP RCM Client Corner: Did You Know?
- OP RCM Client Corner: Videos
  - RCM Client Corner: "Ready to Bill" Billing Status Video
- Not yet an OP RCM Client?
  - OP RCM Webinar Recordings

Home
How To
Overview

Billing

Billing Setup (27)

Diagnosis Codes (4)
CPT Codes and Fee Schedules (8)
Insurance Payers and Contracts (9)
Choosing a Clearinghouse
Customizing the OP Superbill
See More

Pre Go Live (37)

Patient Account Basics (11)
Claim Creation and Daily Reconciliation (21)
Claims Processing (5)

Post Go Live (69)

Billing Go Live (12)
Insurance Payment - EOB Processing (13)
Insurance Payment - ERA Processing (20)
Accounts Receivable Management (23)
Capitation Payments (1)

Connexin Software, Inc.
602 W Office Center Drive
Suite 350
Fort Washington, PA 19034
Phone: 1-800-218-9916
Login

OP, Office Practicum are registered trademarks of Connexin Software, Inc.

The OP Help Center uses sample data to describe OP software and pediatric workflows. Names, businesses, places, and events are created by the company for educational purposes.

Any resemblance to businesses, events, or actual persons, living or dead, is purely coincidental.