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.

Provider: Chart a Preventive Exam (Well Visit)

Version 14.19

Overview

This section will introduce the users on steps required to complete Well Child visits. The user will be guided through the windows of a well visit with steps to easily finish the visit. This section is specific to the provider workflow.

  1. From the Tracking window, highlight the patient.
  2. Click the Patient Chart button from the Clinical, Practice Management or Billing tab.
  3. If the Disable the Problem List and Allergy pop reminder on Chart is unchecked in Global Preferences, the below confirmation windows display.

  1. Click OK or Cancel for each confirmation window. The Patient Chart displays.
  2. Click Well Visits on the Window Navigation Panel.


  1. All well visits documented for the patient will display, the most recent or current well visit will be at the top of the list.
Note: You can decide the number of years to display by selecting the appropriate Dates radio button (Past 5 Years, Past 10 Years or All). The default selection is Past 5 Years.
  1. Click to select the note, if not selected, then click the Open Note button.
  2. Click Summary to review the current documentation.

Note: The note summary may display when opening the note if the provider Personalized the Well Visit to always open a Well Visit on the Summary.


  1. Select any or all of the below areas to review, modify, or add information.
  • Interval Hx
  • Vitals/Growth
  • Problem List
  • Medications
  • Allergies
  • History
  • Development
  • Surveys
  • Detail Exam
  • AG/Counseling
  • Plan/Orders
  1. Click Assessment and confirm the correct ICD-10 code(s) is selected.
  2. Click the Coding tab and confirm the correct CPT code. Click the Use Suggested button.
  3. Click Summary and review.
  4. Click the Finalize button.
  5. Confirmation window displays, click the OK button to finalize or Cancel button to return to the Summary window.
  6. Click the X to close the patient chart.
  7. From the Tracking window, click the drop-down arrow at the Visit Status column and change to MD: Finished.

Note: The Visit Status list may be different at each practice. Select the appropriate status to indicate the provider has finished with the patient.
Version 14.10

Overview

This section will introduce the users to the steps required to complete Well Child visits. The user will be guided through the windows of a well visit with steps to easily finish the visit. This section is specific to the provider workflow.

  1. From the Patient Tracking window, highlight the patient.
  2. Click the Chart icon located on the smart toolbar.
  3. Confirm the Meaningful Use window displays for the problem list.

  1. Click OK or Cancel.
  2. Confirm the Meaningful Use window displays for the patient medication allergies.

  1. Click OK or Cancel.
  2. Confirm the Meaningful Use window displays for the patient medication.

  1. Click OK or Cancel. The Patient Chart window displays.
  2. Click the Well Visits tab located on the left panel of the chart.

  1. All well visits documented for the patient will display and the current well visit will be at the top of the list.
  2. Optionally, determine how much data to display by selecting the appropriate Dates radio button (Past 5 Years, Past 10 years, or All). The default selection is Past 5 Years.
  3. Click the Open Note button.

  1. Click the Summary button to review the current documentation.

Note: The note summary may display when opening the note if the provider used the Lock feature to always open a Preventive Exam on the Summary.

  1. Select any or all of the below areas to review, modify, or add information.
  1. Click the Detailed Exam tab.
  2. Enter abnormal findings and additional comments.
  3. Click the AG/Counseling button.
  4. Verify and enter additional information.
  5. Click the Assess/Plan tab.
  6. Click the Coding tab.
  7. Verify the correct ICD-10 code(s) is selected.
  8. Click Use Suggested CPT.
  9. Click the Summary tab and review.
  10. Click the Finalize button.
  11. Confirm the window displays, click the OK button to finalize or Cancel button to return to the Summary window.
  12. Click the dropdown arrow at the Visit Status column and change to MD: Finished.

Note: The Visit Status list may be different at each practice. Select the appropriate status to indicate the provider has finished with the patient.