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.

Copy a Sibling's Register Record

Version 14.19
Path: Clinical, Practice Management, Billing tab > Patient Chart button > Basic Information

Overview

This page will instruct you on how to copy a sibling's register record to another sibling. If a new record needs to be created for a sibling, follow these steps Register a New Patient.

Copy a Sibling's Basic Information

  1. Access the patient's basic demographic information by following the path above.
  2. Enter the patient's first name, date of birth, and sex. These fields are required before information can be copied.  
  3. Click the Copy From button. This will open the Patient Directory. 

  1. Search for the sibling to copy from and click the Select button.

  1. Once all other information is completed for the new patient, click SAVE.
  2. Click the Exit button.

The insurance record will not transfer over when using the copy function. Follow these instructions to copy a sibling's insurance record: Copying Insurance Information From a Family Member.
Version 14.10
Path: Smart Toolbar > Register Button

Overview

This page will instruct you on how to copy a sibling's register record to another sibling. If a new record needs to be created for a sibling, follow these steps Register a New Patient.

Copy a Sibling's Register Record

  1. On the Patient tab, enter the patient's first name, date of birth, and sex. These fields are required before information can be copied.  

Patient Register: Patient Register window

  1. Click the Copy From button. This will open the Patient Directory. 
  2. Search for the sibling to copy from and click the Select button .

Patient Register: Select Record

  1. Click the Post Edit button .
  2. Click the Exit button .

The insurance record will not transfer over when using the copy function. Follow these instructions to copy a sibling's insurance record: Copying Insurance Information From a Family Member.