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.

Demographic Analysis and Recall

Version 14.19

About Demographic Analysis and Recall

Path: Practice Management tab > Demographic Analysis/Recall button

The Demographic Analysis and Recall is a report you can use within the OP software to generate a list of patients according to specific criteria, such as:

  • Patients who have not had required screening tests, according to their Flow Sheet (Care Plan tab in the Patient Chart). This function allows you to search your patient records for tests that are past due, in accordance with the age-based EPDTS (Early and Periodic Screening, Diagnostic, and Treatment) guidelines developed for Medicaid. The names and contact information of all patients whose records meet this criteria will be compiled into the Recall List.
  • Patients with a specific diagnosis, or ICD code, entered into the 'Problem List' section of their Chart Notes.

You can customize your Patient Recall list to include only patients within a certain age range, patients who have not had a particular diagnostic test, or other criteria, including provider, insurance carrier and zip code.

Demographic Analysis and Recall Map

Number
SectionDescription

1

Function ButtonsThe functions buttons print the grid, print the letters, export as a .xls file or export as a .cda file.

2

Report TabsDifferent reports are split by tabs.  Reports include the Patient Demographics, Clinical Recall, Care Plan Recall, Vaccine Status Recall, and Vaccines Given report.

3

Report FiltersThe report filters sections narrow the search scope for the selected report.  Search filters differ for each report tab.

4

Report GridThe Report Grid displays the report search results.
Version 14.10

About Demographic Analysis and Recall

Path: Reports Menu > Demographic Analysis and Recall (Keyboard Shortcut keys: [Alt][R][A])

The Demographic Analysis and Recall is a report you can use within Office Practicum to generate a list of patients according to specific criteria, such as:

  • Patients who have not had required screening tests, according to their Flow Sheet (Care Plan tab in the Patient Chart). This function allows you to search your patient records for tests that are past due, in accordance with the age-based EPDTS (Early and Periodic Screening, Diagnostic, and Treatment) guidelines developed for Medicaid. The names and contact information of all patients whose records meet this criteria will be compiled into the Recall List.
  • Patients with a specific diagnosis, or ICD code, entered into the 'Problem List' section of their Chart Notes.

You can customize your Patient Recall list to include only patients within a certain age range, patients who have not had a particular diagnostic test, or other criteria, including provider, insurance carrier and zip code.

Demographic Analysis and Recall Map

Number
SectionDescription

1

Function ButtonsThe functions buttons print the grid, print the letters, export as a .xls file or export as a .cda file.

2

Report TabsDifferent reports are split by tabs.  Reports include the Patient Demographics, Clinical Recall, Care Plan Recall, Vaccine Status Recall, and Vaccines Given report.

3

Report FiltersThe report filters sections narrow the search scope for the selected report.  Search filters differ for each report tab.

4

Report GridThe Report Grid displays the report search results.