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: Clinical Recall

Version 14.19

Prior to running the Clinical Recall Report, you will first need to run the Patient Demographics Report. The Clinical Recall Report displays a list of patients and/or recalls by using the following search criteria.

Clinical Recall Report

To run a Clinical Recall Report, enter the following criteria before clicking the Search button:

  • Result Date Range: A date range is required for results to display. This will default to a one month date range (where the latest date is the current calendar date) if you chose the 'At least one visit since' radio button in the Patient Demographics tab.  However, it can be changed. The date range entered will dictate the dropdown items that will appear for Problems, Med Allergies, Medications, and Lab Results.
  • Include problems and medication allergies in "Tracking" status: Select this checkbox to include problems or medication allergies that have been marked with the "Tracking" status in the patient chart.
  • Problem: Select this checkbox to include Problems as listed in the patient charts. After selecting the checkbox to include Problems, use the dropdown to select the individual Problem entries.  
Note: A patient must meet specified criteria before being added the the Demographic Analysis and Recall diagnosis (Problem) recall report. See Diagnosis Recall Criteria for more information.
  • Med Allergies: Select this checkbox to include Medication Allergies as listed in the patient charts. After selecting the checkbox to include Med Allergies, use the dropdown to select the individual Med Allergy entries. 
  • Medication: Select this checkbox to include Patients actively prescribed a particular medication(s). After selecting the checkbox to include Medications, use the dropdown to select the individual Medication entries.  
  • Lab Results: To display a list of patients who have had a specific lab test. Select the Lab results checkbox and select a lab test from the dropdown.
  • You can include up to three different lab tests (or same test from three different labs). Choose and/or radio buttons as appropriate.
  • You can also display for just patients with “high” or “low” results utilizing the L or H checkboxes.
Version 14.10

Prior to running the Clinical Recall Report, you will first need to run the Patient Demographics Report. The Clinical Recall Report displays a list of patients and/or recalls by using the following search criteria.

Clinical Recall Report

To run a Clinical Recall Report, enter the following criteria before clicking the Search button:

  • Result Date Range: A date range is required for results to display. This will default to a one month date range (where the latest date is the current calendar date) if you chose the 'At least one visit since' radio button in the Patient Demographics tab.  However, it can be changed. The date range entered will dictate the dropdown items that will appear for Problems, Med Allergies, Medications, and Lab Results.
  • Include problems and medication allergies in "Tracking" status: Select this checkbox to include problems or medication allergies that have been marked with the "Tracking" status in the patient chart.
  • Problem: Select this checkbox to include Problems as listed in the patient charts. After selecting the checkbox to include Problems, use the dropdown to select the individual Problem entries.  
Note: A patient must meet specified criteria before being added the the Demographic Analysis and Recall diagnosis (Problem) recall report. See Diagnosis Recall Criteria for more information.
  • Med Allergies: Select this checkbox to include Medication Allergies as listed in the patient charts. After selecting the checkbox to include Med Allergies, use the dropdown to select the individual Med Allergy entries. 
  • Medication: Select this checkbox to include Patients actively prescribed a particular medication(s). After selecting the checkbox to include Medications, use the dropdown to select the individual Medication entries.  
  • Lab Results: To display a list of patients who have had a specific lab test. Select the Lab results checkbox and select a lab test from the dropdown.
  • You can include up to three different lab tests (or same test from three different labs). Choose and/or radio buttons as appropriate.
  • You can also display for just patients with “high” or “low” results utilizing the L or H checkboxes.