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 Type of Appointment

Version 14.19

About Choose Type of Appointment

Path: Clinical tab > Patient Chart button > Encounters > Open Note button >  > Visit Info (in Patient Encounter window) > Ellipsis (…) button next to Appointment Type
Path: Practice Management tab > Patient Chart button > Encounters > Open Note button >  > Visit Info (in Patient Encounter window) > Ellipsis (…) button next to Appointment Type
Path: Billing tab > Patient Chart button > Encounters > Open Note button >  > Visit Info (in Patient Encounter window) > Ellipsis (…) button next to Appointment Type

The Choose Type of Appointment window sets the type of visit in the Encounter Note Editor. The Appointment Type is already set when the appointment is made (and will appear with the selected type when viewing the Visit Info tab), but the appointment type can be changed when accessing the Choose Type of Appointment window.

Choose Types of Appointment Map

Number
SectionDescription

1

Visit TypesVisit Types lists the types of appointments for the practice. The appointments in this window are categorized by department (Nurse, Doctor, General). Each appointment type is shown with the Type of Visit (Name), Description of the Visit, and the Estimated Duration of the visit.

2

Red Arrow (Accept Visit Type) buttonThe Red Arrow button accepts the selected Visit Type and returns to the Encounter Note Editor.

3

Cancel buttonThe Cancel button cancels the currently selected appointment type and returns to the previously accepted appointment type.
Version 14.10

About Choose Type of Appointment

Path: Smart Toolbar > Schedule button > Encounters tab > Encounter Note Editor tab > Visit Info tab > Ellipsis (…) button next to Appointment Type

The Choose Type of Appointment window sets the type of visit in the Encounter Note Editor.  The window can be accessed by selecting the Ellipsis (...) button next to Appointment Type field in the Visit Info tab.  The Appointment Type is already set when the appointment is made (and will appear with the selected type when viewing the Visit Info tab), but the appointment type can be changed when accessing the Choose Type of Appointment window.

Choose Types of Appointment Map

Number
SectionDescription

1

Visit TypesVisit Types lists the types of appointments for the practice. The appointments in this window are categorized by department (Nurse, Doctor, General). Each appointment type is shown with the Type of Visit (Name), Description of the Visit, and the Estimated Duration of the visit.

2

Red Arrow (Accept Visit Type) buttonThe Red Arrow button accepts the selected Visit Type and returns to the Encounter Note Editor.

3

Cancel buttonThe Cancel button cancels the currently selected appointment type and returns to the previously accepted appointment type.