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.

Add to or Edit a Code Table

Version 14.19

Utilities > Manage Codes > Coded Values

Overview

The information on this page will provide you with information on how to view and edit allowable selections to dropdown lists. For example, when updating a contact's relationship to a patient, you notice there is not a selection for Foster Parent. That selection may be added to the respective Code Table.

You can access the Code Table to either view or edit an existing code.

Each item on the list in the Code Table Purpose section displays a corresponding set of elements in the lower section of the page.  Any item listed in the Code Table Purpose section with the box checked to Allow Edits can be customized using the Add, Delete, or Edit buttons below.  

The most commonly edited Code Tables are:

Code Table PurposeCorrelating Screen or Field in OP
Adjustment Reason
Entering Insurance Payment from the Patient Account
Allergy Stage/SeverityPatient Chart: Allergies/Rxns
Allergy SymptomsPatient Chart: Allergies/Rxns
Allowed Contact Modes: BillingPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: General Patient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MedicalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MessagesPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: PortalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: RecallPatient Register: Patient
Patient Register: Contacts
Appointment FrequencyOrder Worksheet: Follow Up Tab
Order Worksheet: Follow Up Tab (Well Visit)
Contact RelationshipPatient Register: Contacts
CPT ModifierAdd / Edit Charges
Disclosure RecipientMedical Record Disclosure Tracking
Family Member TypeFamily Medical History: Encounter
Family Medial History: Well Visit
Medication ActionPatient Chart: Medication List
Prescription Writer
Medication Default Unit Dose SizePatient Chart: Medication List
Prescription Writer
Medication FrequencyPatient Chart: Medication List
Prescription Writer
Medication OutcomePatient Chart: Medication List
Prescription Writer
Medication Route
Patient Chart: Medication List
Prescription Writer
Medication Unit Dose Type
Patient Chart: Medication List
Prescription Writer
Message Caller TypeCreate a Message
Patient StatusPatient Status
Problem Quality of LifeProblem List
Problem Stage/SeverityProblem List
Problem SymptomProblem List
Record Change/Delete ReasonRecord Change Reasons
Risk Assessment TypeRisk Assessments Editor
Telehealth Patient LocationVisit Info for Telehealth
Telehealth Provider LocationVisit Info for Telehealth
Temperature Method/Normal RangeVital Signs and Growth Measurements
VIS Name/VersionAAP / Local Content Library

Adding New Codes

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Clickto add a new record.
  2. Add the new element to in the lower section of the Code Table in the open field.
  3. Enter a new description.
  4. If applicable, enter guidelines or other data, and/or a publication date.
  5. If desired, enter a sort number for where this element will display in the list of choices.
  6. Click  to save edits.

Editing Descriptions

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click  to edit.
  3. Edit the description, guidelines or other data, publication date, and or sort number.
  4. Click   to save edits.

Deleting or Archiving Elements

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click to permanently remove the element.
  3. Check the box for Archived if you wish to not permanently delete this entry, and just wish to remove the entry from use in a drop down list.

  1. Click   to save changes.
Version 14.10

Utilities > Manage Codes > Coded Values

Overview

The information on this page will provide you with information on how to view and edit allowable selections to dropdown lists. For example, when updating a contact's relationship to a patient, you notice there is not a selection for Foster Parent. That selection may be added to the respective Code Table.

You can access the Code Table to either view or edit an existing code.

Each item on the list in the Code Table Purpose section displays a corresponding set of elements in the lower section of the page.  Any item listed in the Code Table Purpose section with the box checked to Allow Edits can be customized using the Add, Delete, or Edit buttons below.  

The most commonly edited Code Tables are:

Code Table PurposeCorrelating Screen or Field in OP
Adjustment Reason
Entering Insurance Payment from the Patient Account
Allergy Stage/SeverityPatient Chart: Allergies/Rxns
Allergy SymptomsPatient Chart: Allergies/Rxns
Allowed Contact Modes: BillingPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: General Patient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MedicalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: MessagesPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: PortalPatient Register: Patient
Patient Register: Contacts
Allowed Contact Modes: RecallPatient Register: Patient
Patient Register: Contacts
Appointment FrequencyOrder Worksheet: Follow Up Tab
Order Worksheet: Follow Up Tab (Well Visit)
Contact RelationshipPatient Register: Contacts
CPT ModifierAdd / Edit Charges
Disclosure RecipientMedical Record Disclosure Tracking
Family Member TypeFamily Medical History: Encounter
Family Medial History: Well Visit
Medication ActionPatient Chart: Medication List
Prescription Writer
Medication Default Unit Dose SizePatient Chart: Medication List
Prescription Writer
Medication FrequencyPatient Chart: Medication List
Prescription Writer
Medication OutcomePatient Chart: Medication List
Prescription Writer
Medication Route
Patient Chart: Medication List
Prescription Writer
Medication Unit Dose Type
Patient Chart: Medication List
Prescription Writer
Message Caller TypeCreate a Message
Patient StatusPatient Status
Problem Quality of LifeProblem List
Problem Stage/SeverityProblem List
Problem SymptomProblem List
Record Change/Delete ReasonRecord Change Reasons
Risk Assessment TypeRisk Assessments Editor
Telehealth Patient LocationVisit Info for Telehealth
Telehealth Provider LocationVisit Info for Telehealth
Temperature Method/Normal RangeVital Signs and Growth Measurements
VIS Name/VersionAAP / Local Content Library

Adding New Codes

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Clickto add a new record.
  2. Add the new element to in the lower section of the Code Table in the open field.
  3. Enter a new description.
  4. If applicable, enter guidelines or other data, and/or a publication date.
  5. If desired, enter a sort number for where this element will display in the list of choices.
  6. Click  to save edits.

Editing Descriptions

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click  to edit.
  3. Edit the description, guidelines or other data, publication date, and or sort number.
  4. Click   to save edits.

Deleting or Archiving Elements

If the item listed in the Code Table Purpose has the box checked to Allow Edits:

  1. Highlight the element to edit in the lower section of the Code Table.
  2. Click to permanently remove the element.
  3. Check the box for Archived if you wish to not permanently delete this entry, and just wish to remove the entry from use in a drop down list.

  1. Click   to save changes.