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.

Contact Manager

Version 14.19

About Contact Manager

Path: Practice Management tab > Contact Manager button

The Contact Manager displays all of your practice's contacts in a window that is easy to navigate and sort. From here you can view all of your 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 displays the contact list.  The tabs at the bottom of the Contact Manager contact list split the contacts alphabetically.

2

Search barThe Search bar locates the contact in the contact list.

3

Merge buttonThe Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Only two contacts can be merged at once.
4
Tabs A - ZThe Tabs at the bottom of the Contact Manager window split the contacts alphabetically.
5
Done buttonThe Done button closes the Contact manager window.
Version 14.10

About Contact Manager

Path: Activities Menu > Contact Manager (Keyboard Shortcut keys: [Alt][A][C])

The Contact Manager displays all of your practice's contacts in a window that is easy to navigate and sort. From here you can view all of your 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 displays the contact list.  The tabs at the bottom of the Contact Manager contact list split the contacts alphabetically.

2

Search barThe Search bar locates the contact in the contact list.

3

Merge buttonThe Merge button merges two contacts together. Hold down the Ctrl button to select multiple contacts. Only two contacts can be merged at once.