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.

Choose a Medical Record to Attach to a Consent Record

Version 14.19

About Choose a Medical Record to Attach to a Consent Record

Path: Clinical tab > Patient Chart button > Consent Forms > Link Medical Record button
Path: Practice Management tab > Patient Chart button > Consent Forms > Link Medical Record button
Path: Billing tab > Patient Chart button > Consent Forms > Link Medical Record button

The Choose Medical Record to Attach to a Consent Record window links a consent form with a medical record.  Click to highlight the medical record that will be attached to the consent record.

Choose a Medical Record to Attach to a Consent Record Map

NumberSectionDescription

1

Category tabsThe category tabs quickly access the medical records for a specific category for the patient.  These tabs include Diagnostic Tests Orders, Vaccines, Vaccine Indicators, Encounters, Problem List Chart Note, Referral Letter.

2

Medical Record GridThe Medical Record grid displays the Medical Records that can be attached to a Consent Record.

3

+ Problem button (in Problem List Chart Note tab)The + Problem button opens the problem list window.  This will insert a new problem list note.

4

+ Add button (in Referral Letter tab)The + Add button opens the Referral/Care Transition Details window.  This will insert a referral letter record for the patient.

5

OK buttonThe OK button saves any changes for final review and closes the window.

6

Cancel buttonThe Cancel button cancels any changes and closes the window.
Version 14.10

About Choose a Medical Record to Attach to a Consent Record

Path: Smart Toolbar > Patient Register button > Consents tab > Link Medical Record button

The Choose Medical Record to Attach to a Consent Record window links a consent form with a medical record.  Click to highlight the medical record that will be attached to the consent record.

Choose a Medical Record to Attach to a Consent Record Map

NumberSectionDescription

1

Category tabsThe category tabs quickly access the medical records for a specific category for the patient.  These tabs include Diagnostic Tests Orders, Vaccines, Vaccine Indicators, Encounters, Problem List Chart Note, Referral Letter.

2

Medical Record GridThe Medical Record grid displays the Medical Records that can be attached to a Consent Record.

3

+ Problem button (in Problem List Chart Note tab)The + Problem button opens the problem list window.  This will insert a new problem list note.

4

+ Add button (in Referral Letter tab)The + Add button opens the Referral/Care Transition Details window.  This will insert a referral letter record for the patient.

5

OK buttonThe OK button saves any changes for final review and closes the window.

6

Cancel buttonThe Cancel button cancels any changes and closes the window.