Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Document Details Panel

Version 14.19

The Document Details panel is a vertical panel to the right of the Preview panel. The panel displays document and file-related details of the document selected in the Document List panel.

The Hide/Show Details button (located above the highlighted Document Details panel) allows you to hide or show the Document Details panel. If you hide the Document Details panel, the space expands the Preview panel.


Note: The data fields are only editable when creating a new document or editing an existing document.

The Document Details panel displays the following information:

Patient Information

  • Patient ID: In Edit mode, it includes the Patient Search button and the Cancel button. Click the Patient Search button to display the Patient Directory. Click the Cancel button to set the document so that it is not associated with any patient. A confirmation message is displayed when selecting this option.
  • Patient Name

Review Details

  • Item Type: In Edit mode, this field includes the Item Type drop-down menu button that allows you to select an Item Type. You can determine the options that are listed in this drop-down menu on the Document Types and Categories window. 
  • Item Category: In Edit mode, this field includes the Document Types and Categories button and the Attach button. Click the Document Types and Categories button to open the Document Types and Categories window. Select an Item Category and to specify the options that the Item Category field offers. Click the Attach button to display the Choose a Medical Record to Attach to a Consent Record window, where you can attach documents while processing files (rather than having to do so after processing files).
  • Reviewed? checkbox: Select this checkbox to indicate that the selected document has been reviewed.
  • Reviewed by: Indicates the end user that reviewed the selected document.
  • Review date
  • Privacy level: In Edit mode, this field includes a drop-down menu with a list of Privacy Levels
  • Notes

Administrative Details

  • Creation Date
  • Created by
  • Created Location: This field indicates the office location where the document was created. 
  • Correspondent: Click the ellipsis button in the Correspondent field to open the Address Book, which allows the end user to select a recipient with whom they want to link the document.
  • Addressed to: This field indicates who you are sending the document to for review. 
  • Status of Original: This field indicates the status of the selected document. 
  • Last Updated: This field indicates the date the selected document was last updated.

Technical Details

  • Document ID: This field displays a document ID that the OP software assigns.
  • Page Count: This field displays the total number of pages in the selected document.
  • Tech info: This field displays file type, number of pages, and document size.    
  • URL: This field displays the URL of the document, if it originated from a URL-based location.
  • File extension: This field indicates the file extension and is usually associated with the File Type field.
  • File type: This field indicates the type of file (such as PDF, JPG).
  • Storage Type: This field lists the database where the document is stored.
Version 14.10

The Document Details panel is a vertical panel to the right of the Preview panel. The panel displays document- and file-related details of the document selected in the Document List panel.

The Hide/Show Details button (highlighted above the Document Details panel) allows you to hide or show the Document Details panel. If you hide the Document Details panel, the space expands the Preview panel.


Note: The data fields are only editable when creating a new document or editing an existing document.

The Document Details panel displays the following information:

Patient Information

  • Patient ID: In Edit mode, it includes the Patient Search button and the Cancel button. Click the Patient Search button to display the Patient Directory. Click the Cancel button allows you to set the document so that it is not associated with any patient. A confirmation message is displayed when selecting this option.
  • Patient Name

Review Details

  • Item Type: In Edit mode, this field includes the Item Type drop-down menu that allows you to select an Item Type. You can determine the options that are displayed in this drop-down menu using the Document Types and Categories window. 
  • Item Category: In Edit mode, this field includes the Document Types and Categories button and the Attach button. Click the Document Types and Categories button opens the Document Types and Categories window. This window allows you to select an Item Category and to specify the options that the Item Category field offers. Click the Attach button to display the Choose a Medical Record to Attach to a Consent Record window, which allows you to attach documents while processing files (rather than having to do so after processing files).
  • Reviewed? checkbox: Select this checkbox to indicate that the selected document has been reviewed.
  • Reviewed by: Indicates who has reviewed the selected document.
  • Review date
  • Privacy level: In Edit mode, this field includes a drop-down menu with a list of Privacy Levels
  • Notes

Administrative Details

  • Creation Date
  • Created by
  • Created Location: This field indicates the office location where the document was created. 
  • Correspondent: Click the ellipsis button in the Correspondent field opens the Address Book, which allows the end user to select a recipient with whom they want to link the document.
  • Addressed to: This field indicates whom the end user is sending the document to for review. 
  • Status of Original: This field indicates the status of the selected document. 
  • Last Updated: This field indicates the date the selected document was last updated.

Technical Details

  • Document ID: This field displays a document ID that the OP software assigns.
  • Page Count: This field displays the total number of pages in the selected document.
  • Tech info: This field displays file type, number of pages, and document size.    
  • URL: This field displays the URL of the document, if it originated from a URL-based location.
  • File extension: This field indicates the file extension and is usually associated with the File Type field.
  • File type: This field indicates the type of file (such as PDF, JPG).
  • Storage Type: This field lists the database where the document is stored.