We are currently updating the OP Help Center content for the release of OP 19, which is a member of the certified OP 14 family of products. OP 19’s 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.

Contact Finder

Version 14.19

About Contact Finder

Path: Clinical tab > Patient Chart button > Family Contacts > Add button
Path: Practice Management tab > Patient Chart button > Family Contacts > Add button
Path: Billing tab > Patient Chart button > Family Contacts > Add button

The Contact Finder displays all of the patient's contacts in a window that is easy to navigate and sort. From here you can view all of the patient's contacts. These contacts appear in the Patient Register in the Contacts tab.

If a new contact is entered but contains the same information of an existing contact when registering a new patient that is a sibling to another established patient, this creates a duplicate that needs to be merged in order to link the family member.

Note:  Duplicate Contacts will adversely affect the Patient Portal and must be merged.

Contact Manager Map

Number
SectionDescription

1

Contact ListThe Contact List grid displays the list of contacts based upon the tab selected.  The tabs at the bottom of the Contact Finder contact list split the contacts alphabetically.

2

Search barThe Search bar locates the contact in the contact list.
3
New buttonThe New button adds the selected contact to the family contacts on the patient's chart.

4

Merge buttonThe Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Two contacts must be selected in order for the Merge button to become active. Only two contacts can be merged at once.
5
Tabs A - ZThe tabs at the bottom of the Contact Finder window split the contacts alphabetically.
6
Select buttonThe Select button closes the Contact Finder window.
Version 14.10

There is no Contact Finder window map for OP 14.