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.

Nurse Only Visits

Version 14.19
Note: Nurse only visits can include appointment reasons such as patients coming in for shots, weight checks, rechecks etc. These visits are documented as encounters in the OP software.

Steps to Document a Nurse Only Visit

  1. Follow the procedure for opening an encounter from the Tracking window.
  2. Click Yes to apply the template associated to the appointment.

  1. The Apply Template Dialog displays. Click OK.
  2. If a template was not chosen when the appointment was scheduled, follow the steps below:
  1. Click into the All templates field. Begin typing the name of the template or click the dropdown arrow.
  2. Select the template to apply.
  3. The Apply Template Dialog displays. Click OK.


Note: Always follow the practice policy on what information is documented for a nurse visit.
  1. Click the CC/HPI/ROS button. Complete or change information for Chief Complaint and Review of Systems.
  2. Click the Plan/Orders button.
  3. Follow the steps below for the tabs commonly used for nurse visits:
  • Order Immunizations
  1. Click the Imm tab.
  2. In the Vaccine Name field, type the name of the vaccine or click the dropdown arrow and select from the list.
  3. Click the checkmark to save.
  4. Repeat the above steps to add additional vaccines.
  5. Click the Create button.
  6. On the Confirm window click OK to create the immunizations task.
  • Order Labs
  1. Click the Lab tab.
  2. In the Diagnostic Test Name field, type the name of the diagnostic test or click the dropdown arrow and select from the list.
  3. Click the checkmark to save.
  4. Repeat the above steps to add additional diagnostic tests.
  5. Click the Create button.
  6. On the Confirm window click OK to create the diagnostic test task.
  1. Click Coding and select Use Suggested (optional).
  2. Click the X to close the note.
  3. Click Save on the Confirm window.
  4. Follow the steps below to complete the task from the Tracking window.
  • Immunizations
  1. Click the Tasks button.
  2. Double-click the immunization task, the Enter Vaccine Administration Information window opens.
  3. Confirm the Vaccine information, Manufacturer, Expiration date, and Lot number.
  4. Click the dropdown arrow for Body site and select from the list.
  5. Select the No counseling provided checkbox.
  6. Click the Save button.
  7. The Immunization Order Management window opens. If additional vaccines are required, double-click and follow the above steps.
  8. When all vaccines have been administered, click Done.
  • Labs
  1. Click the Tasks button.
  2. Double-click on the Diagnostic Test.
  3. Click OK on the Choose Primary Diagnosis, if one is available.
  4. Click the dropdown arrow and select a provider in the Ordered by field, located on the panel on the right.
  5. Click the Save button. The Diagnostic Tests window opens.
  6. Enter the results in the Orders/Results panel and click the Save button.
  7. Click the X to close.
  1. Complete the visit by following the steps below.
  1. Right-click on the visit. Select Open encounter.
  2. Click the Summary and review the note.
  3. Click the Finalize button.
  4. Click OK on the Confirm window.
  5. Click the dropdown arrow in the Visit Status field and select Nurse: Finished.

What updates when completing an Immunization

  1. Record information such as lot#, time vaccinated, Vaccinator, Counseling provider into the patient's chart.
  2. Deducts the dose from the vaccine inventory.
  3. Puts a charge onto the Superbill for the vaccine and administration fee ("Add vaccine to superbill" is checked off as the default preference).
  4. Updates the Immunization Registry or creates the file to update the Immunization Registry (available with registries that are capable of interfacing with Office Practicum).
Version 14.10
Note:  Nurse only visits can include appointment reasons such as patients coming in for shots, weight checks, rechecks etc. These visits can be documented as encounters in Office Practicum.

Steps to Document a Nurse Only Visit

  1. Open an encounter note.
  2. Apply Template.
Note:  If prompted to apply a template (i.e. "Shot" template), click yes to apply the template. If you are not prompted, search for the template.

  1. To search for a template, type in the search field.
  1. In the example below, the words shot only visit are typed in the search field.
  2. The system pulled up the shot only visit template.
  3. Click on OK to apply the template. 

  1. In the Chief Complaint (CC) section, document the vaccines/shots to be given on the visit. 
  • As part of the template, the Review of System information is automatically applied. 
  • So far we have documented the reason for the visit, and the review of systems. We now just need to document the shots given.  
  1. Click on the Assess/Plan tab.

  1. Click on the Imm tab.
  2. Review the patient's vaccine on the yellow section at the bottom.
  • To view the full vaccine record, double-click on the yellow section or click on the syringe icon.  The patient's vaccine record will open.
  1. Click in field under vaccine name to begin building your vaccine order list.
    OR
    Click on Green Plus icon  in lower left corner to add more than one vaccine to your list.

  1. Click a vaccine to select. 
Note: If a selected vaccine is not due, the below warning message will display.
  1. Click the Green Check icon .
  2. Click on the Do Now button .
  • Immunization Order Management Window Open.

  1. Double-Click on the vaccine you are administering.
  • In the example below, I 'double-clicked' on line for HepA.
  • The "Enter Vaccine Administration Information" window displays.

  1. Confirm the Vaccine information: Manufacturer, Expiration date, and Lot number.
  2. Choose Body Site from the drop down.
  3. Check over the information on the window.
  • Leave counseling provider blank on a nurse only visit if no provider counsels the patient. (be sure to check with your supervisor on your policy regarding counseled and non-counseled vaccines).
  • Click on Ignore in this situation.
  1. Click Save when complete.
Filling out the window and clicking Save will:
  1. Record information such as lot#, time vaccinated, Vaccinator, Counseling provider into the patient's chart.
  2. Deducts the dose from the vaccine inventory
  3. Puts a charge onto the Superbill for the vaccine and administration fee ("Add vaccine to superbill" is checked off as the default preference)
  4. Updates the Immunization Registry or creates the file to update the Immunization Registry (available with registries that are capable of interfacing with Office Practicum)


Make sure to check the lot# on the vaccine vial, against the lot# listed in Office Practicum. If the lot# does not match, "cancel" out of this window.

Make sure to check Allergies and Reactions at the top of the window.

  1. Click on Coding.
  2. Click on Use Suggested CPT.

  1. Click on Summary.
  2. Click on Finalize then OK.

Version 14.8
Note:  Nurse only visits can include appointment reasons such as patients coming in for shots, weight checks, rechecks etc. These visits can be documented as encounters in Office Practicum.

Steps to Document a Nurse Only Visit

  1. Open an encounter note.
  2. Apply Template.
Note:  If prompted to apply a template (i.e. "Shot" template), click yes to apply the template. If you are not prompted, search for the template.

  1. To search for a template, type in the search field.
  1. In the example below, the words shot only visit are typed in the search field.
  2. The system pulled up the shot only visit template.
  3. Click on OK to apply the template. 

  1. In the Chief Complaint (CC) section, document the vaccines/shots to be given on the visit. 
  • As part of the template, the Review of System information is automatically applied. 
  • So far we have documented the reason for the visit, and the review of systems. We now just need to document the shots given.  
  1. Click on the Assess/Plan tab.

  1. Click on the Imm tab.
  2. Review the patient's vaccine on the yellow section at the bottom.
  • To view the full vaccine record, double-click on the yellow section or click on the syringe icon.  The patient's vaccine record will open.
  1. Click in field under vaccine name to begin building your vaccine order list.
    OR
    Click on Green Plus icon  in lower left corner to add more than one vaccine to your list.

  1. Click the Green Check icon .
  2. Click on the Do Now button .
  • Immunization Order Management Window Open.

  1. Double-Click on the vaccine you are administering.
  • In the example below, I 'double-clicked' on line for HepA.
  • The "Enter Vaccine Administration Information" window displays.

  1. Confirm the Vaccine information: Manufacturer, Expiration date, and Lot number.
  2. Choose Body Site from the drop down.
  3. Check over the information on the window.
  • Leave counseling provider blank on a nurse only visit if no provider counsels the patient. (be sure to check with your supervisor on your policy regarding counseled and non-counseled vaccines).
  • Click on Ignore in this situation.
  1. Click Save when complete.
Filling out the window and clicking Save will:
  1. Record information such as lot#, time vaccinated, Vaccinator, Counseling provider into the patient's chart.
  2. Deducts the dose from the vaccine inventory
  3. Puts a charge onto the Superbill for the vaccine and administration fee ("Add vaccine to superbill" is checked off as the default preference)
  4. Updates the Immunization Registry or creates the file to update the Immunization Registry (available with registries that are capable of interfacing with Office Practicum)


Make sure to check the lot# on the vaccine vial, against the lot# listed in Office Practicum. If the lot# does not match, "cancel" out of this window.

Make sure to check Allergies and Reactions at the top of the window.

  1. Click on Coding.
  2. Click on Use Suggested CPT.

  1. Click on Summary.
  2. Click on Finalize then OK.