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.

Customizing Shared Templates

Version 14.19

Customizing Templates For Your Practice

It is important that you customize each template that you download and import into your OP 14 system. Shared templates have been created and customized by their owners for the unique Practice environment (such as staff and resources) and workflows at that Practice. The environment and worfklows of your Practice likely differ from that of the creator of the template. This article discusses the most critical changes you need to make after importing shared templates. However, it is your responsibility to check all of the settings in shared and imported templates and to customize them as necessary to meet the unique needs of your Practice. 

WarningOP strongly recommends that each practice that imports shared templates into their OP 14 system customize those templates before using them in their daily workflows. Failure to do so may result in incorrect data (such as ICD-9 settings in the template) that may be very difficult to correct. OP is not obligated to fix your templates or your data if you import or share templates and damage either your templates or data in the process.  

If you have not yet downloaded and imported shared templates, refer to the details and instructions on the Export and Import functionality in OP 14 that matches your OP 14 environment (Client Server or Cloud)::

Setting ICD-10 Preferred

  1. After importing the templates, in OP 14 go to: Utilities / Manage Clinical Features / Encounter Template Editor.
  2. Expand the Systems category that contains the template you imported. To do so, click on the + button.
  3. Select the shared template you need to customize.
  4. Click the Edit buttonat the top of the window. OP 14 displays the Encounter Template Editor window.
  5. Click on the Encounter Note tab.
  6. Click the Edit button at the top of the window.
  7. Scroll down to the Diagnoses section to locate the Prefer options.
  8. Select the ICD-10 radio button.
  9. Click the Save button (  ) at the top of the Encounter Template Editor window.
  10. Repeat these steps for all shared templates that you imported.

Removing and Adding Resources from the Imported Template

Shared templates that you import into your OP 14 system may have Resources assigned in the template that you do not have at your Practice. To remove those resources from imported templates:

  1. After importing the templates, in OP 14 go to: Utilities / Manage Clinical Features / Encounter Template Editor.
  2. Expand the Systems category that contains the template you imported. To do so, click on the + button.
  3. Select the shared template you need to customize.
  4. Click the Edit buttonat the top of the window. OP 14 displays the Encounter Template Editor window.
  5. Click on the Orders/Workflow tab.
  6. Click on the Resources tab.
  7. Click the Edit buttonat the top of the window.
  8. Select the resource.
  9. Click the Delete Record buttonat the bottom of the window.
  10. Delete each resource in the template that you do not have at your Practice.
  11. Add resources as necessary by clicking the Insert Record buttonand adding details for the resource.
  12. Click the Post Edit buttonat the bottom of the window to save the records.
  13. Click the Save button  at the top of the window to save these changes to the template.

Customizing Templates Imported in the Cloud Environment

When you import a template in the Cloud environment, OP 14 adds the template as a duplicate of the original. The names of the templates are identical. The only way to determine which template is the original and which is the duplicate is by checking the Note ID field. OP 14 increments the number of the Note ID each time you import the template. 

Also, when you import a template in the Cloud environment, OP 14 gives the template the By extension: $FX. In order to edit that template, you must first change that extension to UFX. To delete an imported template, after changing the By extension to UFX, you must assign ownership of that template to yourself.

Version 14.10

Customizing Templates For Your Practice

It is important that you customize each template that you download and import into your OP 14 system. Shared templates have been created and customized by their owners for the unique Practice environment (such as staff and resources) and workflows at that Practice. The environment and worfklows of your Practice likely differ from that of the creator of the template. This article discusses the most critical changes you need to make after importing shared templates. However, it is your responsibility to check all of the settings in shared and imported templates and to customize them as necessary to meet the unique needs of your Practice. 

WarningOP strongly recommends that each practice that imports shared templates into their OP 14 system customize those templates before using them in their daily workflows. Failure to do so may result in incorrect data (such as ICD-9 settings in the template) that may be very difficult to correct. OP is not obligated to fix your templates or your data if you import or share templates and damage either your templates or data in the process.  

If you have not yet downloaded and imported shared templates, refer to the details and instructions on the Export and Import functionality in OP 14 that matches your OP 14 environment (Client Server or Cloud)::

Setting ICD-10 Preferred

  1. After importing the templates, in OP 14 go to: Utilities / Manage Clinical Features / Encounter Template Editor.
  2. Expand the Systems category that contains the template you imported. To do so, click on the + button.
  3. Select the shared template you need to customize.
  4. Click the Edit buttonat the top of the window. OP 14 displays the Encounter Template Editor window.
  5. Click on the Encounter Note tab.
  6. Click the Edit button at the top of the window.
  7. Scroll down to the Diagnoses section to locate the Prefer options.
  8. Select the ICD-10 radio button.
  9. Click the Save button (  ) at the top of the Encounter Template Editor window.
  10. Repeat these steps for all shared templates that you imported.

Removing and Adding Resources from the Imported Template

Shared templates that you import into your OP 14 system may have Resources assigned in the template that you do not have at your Practice. To remove those resources from imported templates:

  1. After importing the templates, in OP 14 go to: Utilities / Manage Clinical Features / Encounter Template Editor.
  2. Expand the Systems category that contains the template you imported. To do so, click on the + button.
  3. Select the shared template you need to customize.
  4. Click the Edit buttonat the top of the window. OP 14 displays the Encounter Template Editor window.
  5. Click on the Orders/Workflow tab.
  6. Click on the Resources tab.
  7. Click the Edit buttonat the top of the window.
  8. Select the resource.
  9. Click the Delete Record buttonat the bottom of the window.
  10. Delete each resource in the template that you do not have at your Practice.
  11. Add resources as necessary by clicking the Insert Record buttonand adding details for the resource.
  12. Click the Post Edit buttonat the bottom of the window to save the records.
  13. Click the Save button  at the top of the window to save these changes to the template.

Customizing Templates Imported in the Cloud Environment

When you import a template in the Cloud environment, OP 14 adds the template as a duplicate of the original. The names of the templates are identical. The only way to determine which template is the original and which is the duplicate is by checking the Note ID field. OP 14 increments the number of the Note ID each time you import the template. 

Also, when you import a template in the Cloud environment, OP 14 gives the template the By extension: $FX. In order to edit that template, you must first change that extension to UFX. To delete an imported template, after changing the By extension to UFX, you must assign ownership of that template to yourself.