Office Practicum Help Center
Refine
What's New
How To
Quick Reference Guides (QRG)
FAQs
Group Trainings
Videos
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Training Solutions
IT Help
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
Featured Product Webinars
Reports Catalog and Descriptions
OP Ideas Portal
Table of Contents
Table of Contents
Toggle navigation
Refine
What's New
How To
Quick Reference Guides (QRG)
FAQs
Group Trainings
Videos
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Training Solutions
IT Help
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
Featured Product Webinars
Reports Catalog and Descriptions
OP Ideas Portal
Refine
What's New
How To
Quick Reference Guides (QRG)
FAQs
Group Trainings
Videos
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Training Solutions
IT Help
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
Featured Product Webinars
Reports Catalog and Descriptions
OP Ideas Portal
Home
Glossary
What's New
OP 20 Enhancements Webinar Recording
Welcome to OP 19: Landing Page
OP 14.19 (OP 19) Release Notes
Office Practicum 14.19.9 (OP19)
Office Practicum 14.19.8 (OP19)
Office Practicum 14.19.7 (OP19)
Office Practicum 14.19.6 (OP19)
Office Practicum 14.19.5 (OP19)
Office Practicum 14.19.4 (OP19)
Office Practicum 14.19.3 (OP19)
Office Practicum 14.19.2 (OP19)
Office Practicum 14.19.1 (OP19) General Availability Release
Pre-Release Webinar Recordings and Resources
Pre-Release 14.19.6: Crucial Immunization Workflow Changes and Enhancements Webinar Recording and Resources
CEHRT Resources
OP 19 Resources
OP 19 Nomenclature
OP 19 Crosswalk (OP 14 Path vs OP 19 Path)
OP 14 to OP 19 Permissions Crosswalk
OP 19 Exciting Features!
OP 14.10 Release Notes
Office Practicum 14.10.13 (On Premise Only)
Office Practicum 14.10.12
Office Practicum 14.10.10
Office Practicum 14.10.9 (On Premise Only)
Office Practicum 14.10.8 (On Premise Only)
Office Practicum 14.10.6 (On Premise Only)
Office Practicum 14.10 General Availability Release
OP 14.9 Release Notes
Office Practicum 14.9.32
Office Practicum 14.9.31
Office Practicum 14.9.30
Office Practicum 14.9.29 (Cloud Only)
Office Practicum 14.9.28
Office Practicum 14.9.23
Office Practicum 14.9.22
IISKIT 14.11.04
Office Practicum 14.9.21
Office Practicum 14.9.20
Office Practicum 14.9.19
Office Practicum 14.9 General Availability Release
OP 14.8 Release Notes
IISKIT 14.11.01
Office Practicum 14.8.38
Office Practicum 14.8.36
Office Practicum 14.8.34
Office Practicum 14.8.32
Office Practicum 14.8.30
Office Practicum 14.8.28
Office Practicum 14.8.24
IISKIT 14.10.20
Office Practicum 14.8.22
Office Practicum 14.8.20
Office Practicum 14.8.19
Office Practicum 14.8.18
IISKIT 14.10.19
Office Practicum 14.8.16
Office Practicum 14.8.15
Office Practicum 14.8 General Availability Release
OP 14.6 Release Notes
Office Practicum 14.6.24
Office Practicum 14.6.23
Office Practicum 14.6.22
Office Practicum 14.6.21
Office Practicum 14.6.20
Office Practicum 14.6.19
Office Practicum 14.6.18
Office Practicum 14.6.17
Office Practicum 14.6.16
IISKIT 14.10.10
Office Practicum 14.6.15
Office Practicum 14.6.13
Office Practicum 14.6.12
Office Practicum 14.6.5
Office Practicum 14.6.3
Office Practicum 14.6 General Availability Release
OP Release Feedback
How To
Overview
Getting Started with OP
Keyboard Shortcuts in OP
Menu Navigation
Search for a Patient
Focused Patient OP Behavior
Access a Sibling's Chart
Working from Patient Tracking
Chart Tab Indicators
Privacy Constraints (Visibility Settings)
Sorting Lists
Grouping Data
Adjusting Column Width
Adding, Removing, or Reordering Columns
Filtering Data
Reordering, Hiding, and Showing Tabs
Saving and Reverting Saved Preferences
Spell Check in OP
Badges
Billing
Billing Setup
Choosing a Clearinghouse
Non-Integrated Clearinghouse
Diagnosis Codes
Adding, Editing, and Deleting Diagnosis Codes
Assigning Synonyms and Groups for Diagnosis Codes
Cross Mapping SNOMED Codes
CPT Codes and Fee Schedules
Looking Up CPT Codes
Add, Edit, and Delete CPT Codes
Fee Schedules
Modify and Copy Fee Schedules
Block and Substitute Rules
Customize the View of the Electronic Superbill
2019 CPT Code Updates
Insurance Payers and Contracts
Add an Insurance Payer
Insurance Payer Record Field Descriptions
Locate Billing Information in the Staff Directory
Modifying an Associated Provider Record
Connect Providers to Insurance Payers
Add, Edit, and Copy Insurance Contracts
Associate an Insurance Contract with a Payer
Using the Update Insurance Contracts Window
Taxonomy Fields
Customizing the OP Superbill
The $ED Record
Tax ID Setup
Group NPI Setup
Pre Go Live
Patient Account Basics
View a Patient's Claims
View a Patient's Credit History
Transfer Credits Between Sibling Accounts
Entering a Refund
View a Family Account Balance
Write an Account Note
Edit a Claim
Void a Claim Payment
Unapplying Applied Payments to a Claim
Posting a Patient Payment
Issue a Patient Refund
Print a CMS-1500
Print a Statement
Claim Creation and Daily Reconciliation
Viewing the Billing Status on the Schedule
Posting Electronic Superbill Charges
Charge Posting Options
Manually Enter a Claim
Manually Enter a Superbill
Edit or Void Current Charges
Enter Hospital Charges
Adding Other Items to Claims
Verify All Appointments Have Charges Posted
Reviewing Open Superbills
Review Current Claims
Send Claims to the Transmit Queue
Batch Print CMS-1500 Forms
Reconcile Monies Received on a Daily Basis - Front Desk
Close Out Daily Activity - Running a Daysheet
Posting Self Pay Charges and Patient Adjustments
Applying Copayments While Posting Charges
Unposting Superbills
National Drug Code (NDC) Claims Filing Tips
Billing Vaccines to TRICARE
CMS-1500 Details
Claims Processing
Delete Claims from the Transmittal Queue
Edit Claims in the Transmittal Queue
Send Claims Back to the Transmittal Queue
Create and Send Electronic Claim Files
Update Claim Status with Clearinghouse Acknowledgements
Viewing Clearinghouse Claim Acknowledgements and Rejections
Automated Billing Task for Credit Card Payment Error
How Claim Status Categories are Defined
Post Go Live
Billing Go Live
Manually Enter Charges from a Paper Superbill
Applying Patient Credits
OP Insights
Enabling OP Insights
OP Insights: Billing Performance Tab
OP Insights: Encounter Note Status (Sick and Well)
OP Insights: Superbills
OP Insights: Claim Status (Most Recent 90 Days)
OP Insights: Claim Turnaround Metrics
OP Insights: Patient Credits
OP Insights: Patient Statements
OP Insights: AR Aging
OP Insights: Last 10 Days where Daysheets Processed
OP Insights: AR Summary Tab
Insurance Payment - EOB Processing
Post a Payment to a Patient's Claim
Memorize a Check Number for Reuse while Posting EOB
Entering an Insurance Payment from the Patient Account
Entering an Insurance Payment from Bulk Payments
Posting an Insurance Credit Card Payment
Entering a Claim Note
Transferring a Full or Partial Balance to a Patient
Billing Secondary Claims
Adjusting a Patient or an Insurance Balance
Processing an Insurance Retraction, Takeback, or Recoupment
Enter in an Overpayment
Balancing an EOB that has been Posted
Post a Returned Check
Billing Tertiary Claims
Insurance Payment - ERA Processing
Managing HIPAA Code Tables
Default Adjudication Match Status
Adding Adjustment Codes used in Office
Fetch and Process ERA Files from my Integrated Clearinghouse
Purpose of Using Force Pay Date
Categorization of Adjudications
Post ERA Payments
Process Adjudications on the Unmatched Tab
Editing Standard Adjudications when Posting ERA Files
Additional Actions before Posting a Pending Adjudication
Processing a Primary Adjudication for Submission to a Secondary Payer on File
Process an Adjudication from a Secondary Payer or an HSA Account
Add a Miscellaneous CPT, eg. Interest, for the Purpose of Posting a Payment
Process e-Bill Adjudications for Interest Payments
Adjudications that have been Manually Posted to an Account
Process Reverse Adjudications Assigned to the E-bill Provider Adjustment Account
Process a Retraction or Offset for the Purpose of Issuing a Refund
Manually Add a Credit for an Overpayment
Balance all Payments on an ERA, EFT or ACH
Accounts Receivable Management
Accounts Receivable Navigation
Working A/R
The Different Claim Stages
Correcting Claims
Patient Statements Setup
Fields You Can Customize
How to Customize Your Statements
Printing from the Disclosures Tab for Proof of Timely Filing
Bulk Printing of Statements from the Tracking Tab in the Schedule and Practice Workflow Window
Creating Batch Statements
Printing Batch Statements
Identifying When (or If) a Statement was Printed or Sent for an Outstanding Balance
Viewing Previously Sent Statements/Statement Files
Change Insurance on Individual Transactions (Daysheeted Claims)
Void a Claim
Capitation Payments
Entering a Capitation Payment
Care Plans
Care Plan Enrollment
Overview Definition, Triggers, and Actions
Purpose and Patient Goal Statement
Activate, Enroll, and Privacy
Bibliographic Citation
Adding and Editing Triggers
Adding and Editing Actions
Creating Care Plans
Care Plan Item: Add, Edit, Delete
Care Plan Item: Recall Schedule
Care Plan Item Types
Share Care Plans
Checklist for Activating Care Plans
Grouping Rules and Actions
Trigger Conditions Definitions
Care Plan Troubleshooting
Charting
OP Coding Decision Support
The Importance of Finalizing Notes in a Timely Fashion
Well Visit
Clinical: Start a Well Visit
Provider: Chart a Preventive Exam (Well Visit)
Confirm Correct Well Visit Template
Interval History and ROS
Allergies and Reactions
Past Medical History
Family Medical History
Social History
Birth Info
Newborn History
Maternal Pregnancy Hx
Risk Assessment
Charting Developmental Milestones
Detail Exam
AG and Counseling
Manage the Order Worksheet (Well Visit)
Order Worksheet: Medication Tab (Well Visit)
Order Worksheet: Lab Tab (Well Visit)
Order Worksheet: Immunization Tab (Well Visit)
Order Worksheet: Patient Education Tab (Well Visit)
Order Worksheet: Survey Tab (Well Visit)
Order Worksheet: Follow Up Tab (Well Visit)
Order Worksheet: Other Tab (Well Visit)
Assessment and Plan
Code and Finalize a Preventive Exam
Well Visit Placeholder
Finalize Open Well Visits
Encounter (Sick) Visit
Clinical: Start a Sick Visit (Encounter)
Provider: Chart a Sick Visit (Encounter)
Apply a Template to the Note
Document Chief Complaint-History of Present Illness-Review Of Systems
Medications Administered in the Office
Medical History
Past Medical History (Encounter)
Symptom Templates
Allergies and Reactions (Encounters)
Family Medical History (Encounter)
Social History (Encounter)
Document the Physical Exam (Detailed)
Manage the Order Worksheet
Order Worksheet: Medication Tab (Well Visit)
Order Worksheet: Lab Tab
Order Worksheet: Patient Education Tab
Order Worksheet: Survey Tab
Order Worksheet: Follow Up Tab
Order Worksheet: Other Tab
Order and Procedure Templates
Code and Finalize an Encounter Visit (Sick Visit)
Finalize Open Encounters (Sick Visits)
Create an Addenda
Encounter Visit (Sick Visit ) Placeholder
Set a Default Exam Template
Diagnosis and Plan Templates
Newborn History (Encounters)
Nurse Visits
Nurse Only Visits
Telehealth Charting
Visit Info for Telehealth
Asthma Action Plan
Asthma Action Plan Wizard
Vital Signs and Growth Measurements
How Charges Get to the Superbill
Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
Layering Templates
Invalidating a Finalized Encounter or Well Visit Note (Providers Only)
Save a Template When Charting
Charting a Sick Visit with a Well Visit
Note Marked as Incomplete
Cosign a Note
Adding and Sorting DX Codes for Claims
Viewing Prior Notes While Charting a Visit
Print a Patient Exit Note
Converting from Paper Charts to Electronic Charts
CQM
CQM Preparation
LOINC Codes
CQMsolution User Documentation
Data Maintenance
OP Data Clean-Up
SAMPLE: Data Maintenance Office Policy
Diagnostic Tests
Diagnostic Test and Result Setup
Complete Diagnostic Tests For Inactive Providers
Review Diagnostic Tests
How do I archive a diagnostic test?
Document In House Diagnostic Tests
Document Legacy Labs
Document Send Out Diagnostic Tests
Document Management
What's in Document Management?
Doc Management Panels and Layout
Search for Documents Window
Manage Documents Window
Global Actions Buttons
Acquisition Panel
Edit Mode and Edit Page Buttons
Document List Panel
Thumbnails Panel
Preview Panel
Document Controls Toolbar
Document Details Panel
Enhanced Output Options
Manage Document Types and Categories
Scanning, Editing, and Linking Documents
Scan Insurance Cards
Scanning a New Document
Review Documents Assigned To An Inactive Provider
Capture and Scan Photo IDs
Document Management Item Types and Reference
Link a Scan to Labs
Link a Scan to Referrals
Importing PDF Files
Edit or Delete a Scanned Item
Linking a Signature to a Provider
Adding Handouts Saved on Computer
How do I copy a scanned item to another patient?
Viewing a Patient's Documents
Review a Patient's Documents
Searching for a Document Record
Viewing Documents by Date
Scanner Setup
Setting up Scanners
Scanning Page Limit System Preference
Dr. Berman's MU Corner
Meaningful Use (MU) Listserv Communications and Ground Rules
Meaningful Use (MU) CQM Calculations
Meaningful Use (MU) Objective 2: ePrescribing
Meaningful Use (MU) Objective 4: Computerized Physician Order Entry (CPOE)
Meaningful Use (MU) Objective 7: Health Information Exchange
Meaningful Use (MU): Introduction to Determining Medicaid Volume using the OP Software
EHR Clinical Setup and Management
Templates
Encounter Template Editor
Edit a Symptom Template
Edit a Diagnosis Template
Edit a Nurse Visit Template
Add a Symptom Template
Add a Diagnosis Template
Add a Nurse Visit Template
Template Procedures
Copy a Template
Well Visit Templates Editor
Linking Resources to Templates
Add Well Visit Templates
Editing Well Visit Templates
Import and Export Templates
Sharing Templates
Warnings: Before You Share Templates
Import or Export Templates (Client Server)
Import or Export Templates (Cloud)
OP 14 Template Sharing Catalog
Customizing Shared Templates
Attaching Surveys to Template
Types of Templates
Orders and Workflow Medication Tab
Orders and Workflow Diagnostic Tests Tab
Orders and Workflow Immunizations Tab
Orders and Workflow Resources Tab
Orders and Workflow Surveys Tab
Orders and Workflow Follow-up Tab
Orders and Workflow Other Tasks Tab
Medication and Pharmacy Favorites
Pharmacy Favorites
Medication Favorites and Validating NDCs
How can I manage the Medication List?
Adding a Medication to the Favorites List
Delete a Medication from the Favorites List
Edit a Medication in the Favorites List
Why OP Will Block a Medication Favorite From Being Sent
Inactivate/Reactivate Pharmacy Records
Understand Pharmacy Favorites Address Book Relationship
Diagnostic Test Names
In House Diagnostic Test Setup
Adding a New Diagnostic Test to an Outside Lab Facility
Add Additional Lab Facilities
Set My Default Labs
Adding New In-House Tests and Results
Edit the Diagnostic Test Result-Alpha Answer
Add New Labs for Outside Lab Facilities
Customize the Groupings Where Labs Appear
Adding Diagnostic Tests to the Form
Phrase Construction
Phrase Construction Notebook
Phrase Construction Page
Phrase Construction Label
Importing or Exporting a Phrase Construction Notebook
Survey Editor
Survey Downloads
CHADIS
Changing Questions on a Survey
Creating New Surveys
Creating Answers
Creating a Scored Survey
Sharing Surveys
Importing Surveys
Copying Multiple Choice Answers to Subsequent Questions In A Survey
Creating List or Multiple Choice Q&A
Creating a Score Alert
Creating Boolean Questions & Answers
Creating Integer and Numeric Questions & Answers
Modifying an Existing Survey
CHADIS Setup
CHADIS Complete a Survey without a Patient Portal Account
AAP Local Content Library
Add Web Links to the Local Content Library
Customizing Articles in the AAP Local Library
Risk Assessments Editor
Edit Risk Questions and Responses
Add Risk Questions and Responses
Internet/PDF Resources
Add a Link
Vaccine Management
Vaccine Body Sites and Admin Routes
Archive VIS Sheets
Vaccine Name vs Brand Name
Editing Vaccine Products
Changing the Inventory Name in OP
Adding New Vaccine Inventory
Distinguishing Between Multiple Brand Names in the Vaccine Inventory
Entering a Multi-Dose Vial
Active vs Inactive Lots
Retiring Lots
Lot Number Report
Grid Report: Reconciling Your Inventory
Vaccine Barcoding
Vaccine Barcoding Setup
How do I Use the Vaccine Barcoder to Enter My Inventory?
Vaccine Inventory Management with Barcodes
Office Practicum Barcode Scanner Programming
Accessing Resources
EPCS Setup
Using Risk Groups
Add, Edit Developmental Milestones
eLabs
eLabs: The Life Cycle of Orders and Results
eLabs: Unlinking Imported eLabs Results
eLabs: How long will it take to see an electronic result (eLabs) in OP?
eLabs: Reconciling Pending and Submitted Lab Requisitions
e-Prescribing and EPCS
Medication Management
Medication Tab
Medication Add and Review
Review or Document Medications
Printing Prescriptions
Refilling a Prescription
Prescription Rules
How to use E-Prescribing (e-Rx) Center
Writing Prescriptions: Basic Instructions
Writing Prescriptions: Entering a Reference Prescription
Writing Prescriptions: Writing a Free-Text Prescription
Writing Prescriptions: Writing an E-Prescription
Specifying a Generic Medication
Using the Liquid Dose Calculator
Sending a Prescription
ePrescribing Support
Rite Aid/Walgreens Pharmacy Merger
ePrescribing Error Messages
ePrescribing: How Do I...
ePrescribing Release Notes
Office Practicum Release Notes for eRx Support of SureScripts V10.6
Office Practicum's Proprietary ePrescribing
ePrescribing: Required Fields
ePrescribing: Alternative Medications
Supervising Providers
Proxy (Prescriber Agent)
Pharmacy-Initiated Refill Requests
Eligibility Checking
Rx Norm
Fulfilling Pharmacy Refill Requests from DrFirst
EPCS
EPCS Rules and Requirements
EPCS Identity-Proofing Procedures
EPCS: Training Materials
EPCS Medication Schedules
EPCS
EPCS Medications
Prescribing with EPCS
Prescribing Narcotics
Edit or Refill a Controlled Substance
Printing a Controlled Substance
Electronic Prior Authorization (ePA)
Electronic Prior Authorization
ePA Overview
ePA Introduction
ePA Basics
ePA: Medication List
ePA: eRx Center
ePA Tasks
Editing Prescriptions
Immunizations & Vaccines
Measles Outbreaks, Early MMR: Implications for VacLogic
MenB Name Changes
Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
Order an Immunization
Documenting a Wasted Vaccine Dose
Administer Vaccines
Administer Vaccines Not Ordered
Enter a Documented Immunity
View and Print Patient's Vaccine Record
Correcting Vaccines
Payback Vaccines
Forms, Correspondence, Medical Records
Clinical - Forms
Customizing your View of Event Chronology
Printing the Event Chronology
Saving the Event Chronology to a Disc
Using General Letters
Adding a New General Note
Delete a General Note
Edit a General Note
Print the General Notes
Exporting the Event Chronology via CDA (Cloud Clients)
Borrowing Vaccines
Documenting Synagis
Patient Consent
Move Vaccine Inventory
Vaccine Administered Incorrectly
Electronic Vaccine Consent Form
Vaccine Resource Links
MenB-FHbp Vaccine Recommendation
Workaround: Using Quick Entry to Delete Vaccines
Administering a Double Dose of a Vaccine
Immunization Enhancements 14.19.6
Charting: Defer a Vaccine
Charting: Refuse a Vaccine
Immunizations: Complete List - Refuse
Immunizations: Complete List - New
Immunizations: Complete List - Edit
Immunizations: Complete List - Defer
Immunizations: Complete List - Adverse Reaction
Selecting Immunization Administration
Vaccine Indicators
Intelichart OP Patient Portal
OP Patient Portal: Landing Page
OP Patient Portal Permission Map
OP Patient Portal: Out-of-the-Box Configuration
OP Patient Portal Features
OP Patient Portal Q&A
Register a Patient for the Patient Portal From the Portal Schedule
Appointment Type Cleanup for OP Patient Portal Readiness
OP Patient Portal QRGs
OP Practice Portal: Start Here Quick Reference Guide
OP Patient Portal: Parent Experience QRG
OP Practice Portal: Activities QRG
OP Practice Portal: Message Activities
OP Practice Portal: Reports QRG
OP Practice Portal: Configuration QRG
OP Practice Portal: Patient Interface Configuration QRG
OP Patient Portal Videos
OP Patient Portal: Getting Started Video
OP Patient Portal: Next Steps for MU Success
OP Patient Portal: Portal Setup Webinar
OP Patient Portal: Daily Portal Activities Webinar
Meaningful Use Stage 2
Meaningful Use Reporting Requirements
Running the QIC
Objective: Protect Electronic Health Information
Objective: Clinical Decision Support Including Interaction Checking
Objective: CPOE
Objective: Electronic Prescribing with Formulary Query
Objective: Medication Reconciliations Inbound Transitions of Care
Objective: Health Information Exchange (Outbound Transitions in Care)
Objective: Patient Specific Education
Objective: Patient Electronic Access (VDT)
Objective: Secure Messaging
Clinical Quality Measurements (CQMs)
Implications of Changing QIC Reports
Objective: Public Health Reporting
Export Meaningful Use QIC Data to Microsoft Excel
Determining Meaningful Use Volume Counts using the OP Software
MU: Introduction to Determining Medicaid Volume using the OP Software
MU: Pick a 90-day Medicaid Volume Attestation Period
MU: Confirm your Medicaid Designation Plan in your OP Software is Correct
MU: Correct Assignment of Plans to Medicaid or non-Medicaid Status
MU: Calculate Volume per Location
MU: Decide if your Provider(s) will Attest as Individual(s) or Group
MU: Select the Individual or Group Attestation Summary SQL Associated with your State
MU: State Group SQL Table
MU: State Assumptions
Messaging
Message Module Basics
Create a Message
Respond to a Message as the Only Recipient
Respond to a Message Sent to a Group or Department
Comment on a Message
Enhanced Messaging Features
View Prior Messages
Invalidate a Message
Send Instant Message
Send a Message to a Department
View Older Non-Patient Messages in the Message Center
Print Messages
OP Notify
OP Notify: Training Program
OP Notify: Contacts
Patient Message Exchange
Patient Message Exchange (PMX) Credit Plan Cost
Configuring the Patient Message eXchange
Checking your Credits Information
Patient Message Exchange (PMX) to Confirm Appointments
Send an Email Broadcast/Blast
Messages Sent Tab
Notifying Parents of a Message on Patient Portal
PCMH
Running the QIC Module 2017
Interpreting Medical Home Results (Reports Tab) 2017
Interpreting Medical Home Results (Custom Tab) 2017
Output Options for Medical Home Results 2017
AAP Guidance for Well Visit Screening
Medical Home Bundle 2017
Portal
Welcome to the OP Patient Portal
Portal Readiness Checklist and Marketing Resources
Patient Portal 101
Patient Portal Parent Experience
OP Patient Portal: Patient Registration
OP Patient Portal: Online Patient Services
OP Patient Portal: Family Registration
Editing Parent's Account Information Using the OP Patient Portal
Office Practicum Portal Applications
OP 14 Applications in the OP Patient Portal
Portal Account
OP Patient Portal Applications: Account Information
OP Patient Portal Applications: Account Information -- Application Usage
OP Patient Portal Applications: Account Information -- Background Information
Portal Allergies
OP Patient Portal Applications: Allergies
OP Patient Portal Applications: Allergies -- Background Information
OP Patient Portal Applications: Allergies -- Application Usage
OP Patient Portal Applications: Allergies -- Administration
Portal Appointment Request
OP Patient Portal Applications: Appointment Request
OP Patient Portal Applications: Appointment Request -- Administration
OP Patient Portal Applications: Appointment Request -- Application Usage
Portal Current Patient
OP Patient Portal Applications: Patients
OP Patient Portal Applications: Patients -- Administration
OP Patient Portal Applications: Patients -- Application Usage
OP Patient Portal Applications: Patients -- Background Information
OP Patient Portal Applications: Patients -- Payments on the OP Patient Portal
Portal Flu Clinic
Application Setup and Preferences
OP Patient Portal Applications: Flu Clinic
OP Patient Portal Applications: Flu Clinic -- Application Setup and Preferences
OP Patient Portal Applications: Flu Clinic -- Creating a Flu Clinic in OP 14
Portal Forms
OP Patient Portal Applications: Forms
OP Patient Portal Applications: Forms -- Administration
OP Patient Portal Applications: Forms -- Application Usage
OP Patient Portal Applications: Forms -- Background Information
Send a Form to the Patient Portal
Send an Asthma Action Plan to the Patient Portal
Portal Form Request
OP Patient Portal Applications: Form Request
OP Patient Portal Applications: Form Request -- Administration
OP Patient Portal Applications: Form Request -- Application Usage
Portal Growth Measurements
OP Patient Portal Applications: Growth Measurements
OP Patient Portal Applications: Growth Measurements -- Application Usage
OP Patient Portal Applications: Growth Measurements -- Background Information
Portal Immunizations
OP Patient Portal Applications: Immunizations -- Administration
OP Patient Portal Applications: Immunizations
OP Patient Portal Applications: Insurance Carriers
Portal Labs
OP Patient Portal Applications: Labs
OP Patient Portal Applications: Labs -- Administration
OP Patient Portal Applications: Labs -- Application Usage
Send a Lab Requisition to the Patient Portal
Portal Links and Handouts
OP Patient Portal Applications: Links and Handouts
OP Patient Portal Applications: Links and Handouts -- Application Usage
OP Patient Portal Applications: Links and Handouts -- Background Information
Portal Manage Features
OP Patient Portal Applications: Manage Features
OP Patient Portal Applications: Manage Features -- Application Usage
OP Patient Portal Applications: Manage Features -- Background Information
Portal Messages
OP Patient Portal Applications: Messages
OP Patient Portal Applications: Messages -- Administration
OP Patient Portal Applications: Messages -- Application Usage
OP Patient Portal Applications: Messages -- Background Information
Portal Referrals
OP Patient Portal Applications: Referrals
OP Patient Portal Applications: Referrals -- Administration
OP Patient Portal Applications: Referrals -- Application Usage
Portal Register Family
OP Patient Portal Applications: Register Family
OP Patient Portal Applications: Register Family -- Administration
OP Patient Portal Applications: Register Family -- Application Usage
OP Patient Portal Applications: Register Family -- Background Information
Portal Statements
Send a Patient Statement to the Portal
OP Patient Portal Applications: Statements
Portal Tasks
OP Patient Portal Applications: Tasks
OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal
OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Educational Resources
OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Making a Handout Appear on the OP Patient Portal for a Patient
OP Patient Portal Applications: Tasks -- Application Usage
Portal Update Contact Information
OP Patient Portal Applications: Update Contact Information
OP Patient Portal Applications: Update Contact Information -- Administration
OP Patient Portal Applications: Update Contact Information -- Application Usage
OP Patient Portal Applications: Update Contact Information -- Background Information
Portal Visit History
OP Patient Portal Applications: Visit History
OP Patient Portal Applications: Visit History -- Administration
OP Patient Portal Applications: Visit History -- Application Usage
OP Patient Portal Applications: Visit History -- Background Information
Portal Write Message
OP Patient Portal Applications: Write Message
OP Patient Portal Applications: Write Message -- Administration
OP Patient Portal Applications: Write Message -- Application Usage
OP Patient Portal Applications: Medications Refill
OP Patient Portal Applications: Notifications
OP Patient Portal Applications: Problem List
OP Patient Portal Applications: Records Request
OP Patient Portal Applications: Update Patient
Integration with OP
Creating OP Patient Portal Accounts Within OP 14
OP Patient Portal: Integration with OP 14
Patient Portal Correspondent
Control Panel
OP Patient Portal Control Panel
OP Patient Portal Document Library
Portal Glossary
OP Patient Portal: Glossary
OP Patient Portal: Glossary -- Active Patient
OP Patient Portal: Glossary -- Application
OP Patient Portal: Glossary -- Extended Demographics
OP Patient Portal: Glossary -- Message-Based Application
Portal Troubleshooting
How Can We Change the Parent's OP Patient Portal Email?
How Do I Reset an OP Patient Portal Password?
Why Can't Parents View Their Child(ren) on the OP Patient Portal?
My Flu Clinic Is Not Working
How Can Parents Make Payments on the OP Patient Portal?
How can a practice delete an email address linked between OP 14 and the patient portal?
Portal Differences If Not Using OP's Practice Management System
Portal Privacy
Privacy and the OP Patient Portal
Allergies (Privacy)
Problem List (Privacy)
Diagnostic Tests (Privacy)
Medications (Privacy)
Messages (Privacy)
Sick Visits (Privacy)
Well Visits (Privacy)
Patient Medical Record (Privacy)
Portal: Visit History - Administration (Privacy)
Post Conversion
Updating the Patient Register after your Conversion
Practice Setup and Management
Office Setup
Practices/Locations, Departments, and Teams
Practices and Locations (Add, Remove, Edit)
Adding/Editing a Department
Assign Users to Departments
Adding/Editing a Team
Assign Users to Teams
Assign Users to Location(s)
Staff Directory and Permissions
Adding Staff into the Staff Directory
Setting Up Providers in the Staff Directory
Clinical Levels
Adding, Modifying Passwords
Deactivating a User Account
Managing User Permissions
User Permissions
Managing Group Permissions
How to Troubleshoot Permissions
How to Troubleshoot Personalization
Adding or Modifying Groups
Enabling Strong Passwords
Creating and Maintaining Strong Passwords
Patient Tracking
Patient Tracking Stages
Rooms & Resources
Patient Status
Facilities, Counties, and Zip Codes
Birth Facilities
Entering Hospital Facilities for Billing Purposes
County Codes
Postal Zip Codes (Searching, Adding, Editing, Deleting)
Address Book
Add an Address Book Entry
Edit an Address Book Entry
Delete an Address Book Entry
Add an Address Book Specialty
Link Internal Provider to Address Book
Consent Forms
Add Consent Record Types
Scanning Signed Consents
Scanning in a Blank Consent
Viewing and Adding Consents to a Patient Record
Calendar Setup
Appointment Types
Template Zones
Schedule Tabs
Create a New Template
Apply Multiple Templates & Multiple Locations
Copy Schedule Templates Between Providers
Creating a Schedule Using Slots
Zone Purpose
Add Staff/Resources to a Calendar View
Set Calendar Display Preferences
Getting Ready for Self-Scheduling
Add to or Edit a Code Table
Protecting Patient Privacy
Privacy Settings Table
Adding Privacy Restrictions
Referrals and Transitions of Care (TOC)
Referrals and Transitions of Care
Viewing or Editing a Previous Referral
Writing a Referral to a Specialist
Re-issuing a Referral Letter
Referral Workflow: Create a Response to a Referral
Referral Workflow: Create a Tracking Entry
Register/Schedule/Check In/Check Out and End of Day
Register
Confirm a New Patient Needs to be Registered
Register a New Patient
Copy a Sibling's Register Record
Change Family Address
Adding Contacts to a Patient's Register Record
Merging Contacts
Making an Insurance Record Inactive
Modifying a Patient Insurance Record
Create a New Insurance Record
Statement Method Options
Validation Feature
Copying Insurance Information From a Family Member
Print from Patient Register
Adding Misc. Notes
View and Add to the Patient's Coordination of Care
Linking Families in OP
Merging Duplicate Patient Charts
Create a Wait List
Specify a Patient's Gender Identity
Specify a Patient's Sexual Orientation
Specify a Patient's Ethnicity Details
Specify a Patient's Race Details
Validation Errors
Schedule
Navigating the Tabs in the F7 Schedule: Best Practices
Making an Appointment on the Schedule
Copy an Appointment
Delete an Appointment
Locating the Next Available Time Slot
Making Future Appointments
Manually Confirming Appointments
Moving an Appointment on the Schedule
View Appointments From Patient Tracking
Using Flags and Alerts on the Schedule
No Shows
How to Search for an Appointment
Pop-up Alerts
Appointment Move Up Option
Cancelling Appointments
Check In
Patient Check In
Validate Insurance
Enter a Copay
Instamed Merchant Services Taking Payments
Check Out and End of Day
Reconcile Monies Received on a Daily Basis - Front Desk
Print Single Superbill
Print Batch Superbills
Check a Patient Out
Collect a Payment at the Time of Check Out
Print a Receipt at Checkout
Print Next Appointment Reminder
Print a Missed School or Work Note
Reports
Introduction to Reports
OP Reports Home
OP Reports: Practice Workflow Reports
Billing Reports
Accounting and Billing Reports
Report Reference Dates
Daysheet Log
Billing Reports: Daysheet Log
Using the Daysheet Log
Standard Reports
Standard Reports: Transactions for Check Number
Standard Reports: Financial Summary
Standard Reports: Charges per Scheduled Appointment
Standard Reports: Unbilled Charges for Scheduled Appointments
Standard Reports: Reimbursement per Visit
Standard Reports: Scheduled Appointments
Standard Reports: Compare Allowable to Payment
Billing Transaction Analysis Report
Billing Transaction Analysis: Transactions
Billing Transaction Analysis: Total Receipts
Billing Transaction Analysis: Receipts for Deposit
Billing Transaction Analysis: Accounting Transfers
Billing Transaction Analysis: Patient Credit Account
Billing Transaction Analysis: Void Transactions Only
Billing Transaction Analysis: Practice Level Adjustment
A/R Analysis Reports
Patient Accounts: Proof Calculation and A/R History Maintenance
Historical A/R Analysis
A/R Aging Analysis: Ins. Payer - Ins. A/R
A/R Aging Analysis: Insurance Payer - Patient A/R
A/R Aging Analysis: Insurance Payer - Total A/R
A/R Aging Analysis: Rendering Provider - Insurance A/R
A/R Aging Analysis: Rendering Provider - Patient A/R
A/R Aging Analysis: Rendering Provider - Total A/R
A/R Aging Analysis: Location - Insurance A/R
A/R Aging Analysis: Location - Patient A/R
A/R Aging Analysis: Location - Total A/R
A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R
A/R Aging Analysis: Insurance Payer - Secondary Payer Resp. Date A/R
Reimbursement and Occurence Reports
Reimbursement Analysis
Review Receivables
Clinical Reports
OP Database Viewer Basics
Medical Record Reports
Grid Analysis of Immunization Records
Scheduling Database Viewer Reports to Run Automatically (Local)
Event Chronology: Overview Report Criteria
Event Chronology: Add or Edit a Report
EC Report tabs
Event Chronology: Report Options Tab
Event Chronology: Report Sections Tab
Event Chronology: Encounter Sections
Event Chronology: Demographics
Event Chronology: Formatting
Recall Reports
Demographic Analysis and Recall Reports
Demographic Analysis and Recall Overview
Demographic Analysis and Recall: Patient Demographics
Demographic Analysis and Recall: Clinical Recall
Demographic Analysis and Recall: Care Plan Recall
Demographic Analysis and Recall: Vaccine Status Recall
Demographic Analysis and Recall: Vaccines Given
Print Labels from the Demographic Analysis/Recall Report
Diagnosis Recall Criteria
Audit Logs Usage
Visit Status Change Codes
Diagnostic Test Status Change Codes
Designing Reports
Clipping and Saving from the Clip-and-Save SQL List
Adding a Signature to a Report
Entering Dates Correctly
OP Report Share/Batch Import
Download Page for .rtm Files
Workaround: How Do I Update Reports Not Outputting the Signature in OP 19?
Auditable Events Tracking for Certification
Surveys
Add/Edit a Survey
Surveys Review
Tasking Surveys in a Visit
Tasking Surveys from Chart
CHADIS Workflow
CHADIS - Sending Surveys to the Portal
CHADIS - Viewing and Scoring Results
CHADIS Record
Billing for Surveys
Tasks
Assign Default Tasks to Specific Departments
Review Patient Tasks
View Outstanding Tasks
Excluding Tasks from View
OP Window Maps
AAP/Local Content Library
About - License Agreement
Account Proof
Add / Edit Appointment
Add / Edit Charges
Add Implantable Device
Add Payments and Adjustments
Add Tasks to a Patient's Checklist
Addenda
Address Book
A/R Aging Analysis
Address Book Specialty Descriptors
Allergy/Reaction
Application/Interbase Status Information
Apply Template Dialog
Appointment Types and Zones
Archive Medical Records
Audit Logs
Audit Trail
Backup Confirmation
Batch Billing Statements
Billing Analysis
Billing Center: Adjudications
Billing Center: Claims + A/R
Billing Center: Current Credits
Billing Center: Current Receipts
Billing Center: ERA Payments
Billing Center: Overview
Billing Center: Statement Queue
Billing Center: Superbills
Billing Center: Transmit Queue
Blocked and Substituted Codes
Capitation Payments: Distributed to All Patients on Panel
Capitation Payment: Single Entry (Not Distributed)
Change Insurance on Individual Transactions
Change/Merge Carrier Codes
Change Template Location Confirmation
Chart Rack
Choose a Message
Choose a Medical Record to Attach to a Consent Record
Choose a Pharmacy
Code Tables
Choose Recipients
Choose Report Parameter(s)
Choose Type of Appointment
Choose a Vaccine Lot
ClearTriage
Consent Record Types
Consent/Directive Document
Contact Manager
Content Library Editor
Contract Chooser
Contact Finder
Contracts for CPT
Copy Appointment
Correct Patient Vaccine Record
Correspondents
CPT-4: Physicians' Current Procedural Terminology, Fourth Edition
Daysheet Log
Demographic Analysis and Recall
Department Management
Developmental Milestones
Developmental Milestones Choice List Map
Diagnosis Code Management
Diagnostic Test Name Information
Diagnostic Test Requisition Form
Diagnostic Test Result Answers
Diagnostic Tests that Appear on School Forms
Document Types and Categories
E&M CPT Code Analysis of the Archive Transactions Table
E-Prescriber Allergy Data: Map to Standard ICD9 Codes
Edit Address
Edit Archived Claim Transactions
Edit a Checklist Task
Edit Drug Details
Edit Implantable Device
Edit Vaccine
Encounter Questions
Encounter Summary Sheet
Encounter Template Editor
Enter Vaccine Administration Information
ePrescribing Center
eRx Refill Summary
eRx Summary
Medical Records
Family Address Change
Find Next Available Appointment Window
General Letter
General Note
Growth Charts
HIPAA Code Tables
History of Vaccination Data Sent to Immunization Registry
HL7 Diagnostic Test Utilities: Diagnostic Test Lookup Data Tables
HL7 Error Log
Immunization Order Management
Immunization Quick Entry Chart
Immunization Records: Transmittal Queue
Immunization Registry Codes
Implantable Devices Configuration
Inactive Implantable Device
Insurance Carrier Provider Information
Insurance Contracts
Insurance Payer Details
Insurance Payers List
Insurance Validation
Laboratories and Hospitals
Links
Manage Care Plans
Manage Documents (Image Acquisition)
Manage Documents
Medical Record Disclosure Tracking
Medication Finder
Message
Message Center
Modify Fee Schedules
Monitor SQL
New Insurance Contract
New Vaccine
Office Practicum Quality Improvement Calculator (QIC)
OP Database Exporter v1.0
OP Database Viewer
OP Insights
OP Reports
Order Details
Order Template for Phone Messages
Order Worksheet
Patient Chart: Allergies/Rxns
Patient Chart: Asthma Plan Wizard
Patient Chart: Care Plans
Patient Chart: Charges
Patient Chart: Claims
Patient Chart: Consents and Directives
Patient Chart: Credits
Patient Chart: Developmental Milestones
Patient Chart: Diagnostic Tests
Patient Chart: Disclosures
Patient Chart: Encounters
Patient Chart: General Notes
Patient Chart: History
Patient Chart: Immunizations
Patient Chart: Implantable Devices
Patient Chart: Insurance
Patient Chart: Medications
Patient Chart: Messages
Patient Chart: Overview
Patient Chart: Payments
Patient Chart: Problem List
Patient Chart: Referrals/Transition
Patient Chart: Risk Assessment
Patient Chart: Statements
Patient Chart: Surveys
Patient Chart: Tasks
Patient Chart: Vital Signs and Growth Measurements
Patient Chart: Well Visits
Patient Directory
Patient Encounter: Allergy/Reaction
Patient Encounter: Assess/Plan
Patient Encounter: Care Plans
Patient Encounter: CC/HPI/ROS
Patient Encounter: Services and Procedure Coding
Patient Encounter: Counseling/CoC
Patient Encounter: Detail Exam
Patient Encounter: Diagnostic Test Management
Patient Encounter: Graphic
Patient Encounter: History
Patient Encounter: Immunization Chart
Patient Encounter: Implantable Devices
Patient Encounter: Medications
Patient Encounter: Narrative Exam
Patient Encounter: Plan/Orders
Patient Encounter: Prior Notes
Patient Encounter: Problem List
Patient Encounter: Risk Assessment
Patient Encounter: Summary
Patient Encounter: Surveys
Patient Encounter: Templates
Patient Encounter: Visit Info
Patient Encounter: Vital Signs and Growth Measurements
Patient Information
Patient's Checklist
Patient's Credit Account
Patient Medical Reports Manager
Patient Message eXchange
Patient Register Information Report
Patient Chart: Family Contacts
Patient Chart: Clinical Contacts
Patient Chart: Miscellaneous Notes
Patient Chart: Demographics
Patient Chart: Privacy/Data Sharing
Patient Rescheduling List
Phrase Construction
Place of Service
Postal Zip Codes
Preventive Exam: AG/Counseling
Preventive Exam: Allergies
Preventive Exam: Assessment
Preventive Exam: Care Plans
Preventive Exam: Coding
Preventive Exam: Detailed Exam
Preventive Exam: Development
Preventive Exam: Diagnostic Tests
Preventive Exam: Graphic
Preventive Exam: History
Preventive Exam: Immunizations
Preventive Exam: Interval Hx
Preventive Exam: Medications
Preventive Exam: Prior Well Visits
Preventive Exam: Problem List
Preventive Exam: Risk Assessment
Preventive Exam: School Exam
Preventive Exam: Summary
Preventive Exam: Surveys
Preventive Exam: Templates Tab
Preventive Exam: Visit Information
Preventive Exam: Vital Signs and Growth Measurements
Practices and Locations
Prescription Writer
Preventive Exam
Privacy Consent
Problem List
Process the Daysheet
Read IM
Referral/Care Transition Details
Referrals, Care Transitions, and Patient Letters
Refuse/Defer Vaccine
Report Criteria
Report Printing Configurations
Repository for Practice Administration Documents
Requisition Details
Result Details
Risk Assessments Editor
Calendar Schedule
ePrescribing Center
Clinical Work: Referrals
Clinical Work: Surveys
Tasks
Clinical Work: Diagnostic Tests
Clinical Work: Documents
Clinical Work: Encounters
Message Center
Tracking Schedule
Clinical Work: Well Visits
Schedule Properties for Highlighted Calendar
Schedule Report Options
Schedule Templates Editor
Search for Appointments
Search for Documents
Security Settings
Send IM
Setup Twain Devices
Staff Directory
Standard Reports
Superbill: Pending Charges for Procedures
Survey Administrator
Survey Forms Explorer
Synchronize Immunization Records
System Preferences
Update Insurance Contract
Vaccine Code Table Details
Vaccine Codes
Vaccine Inventory
Vaccine Inventory Forecast
Vaccine Inventory Item Detail
Vaccine Tracking
Vaccine: Body Sites / Admin Routes / VIS Sheets
VFC Immunization Analysis
Vital Sign Table
Well Visit Template Editor
Who is Where
Workgroup Administration
Worksheet Builder
Preventive Exam: Plan/Orders
Customize Patient Care Plan
Patient Chart: Documents
Patient Chart: Medical Records
Patient Chart: School and Camp Forms
RCM Performance
Quick Reference Guides (QRG)
OP 19 QRGs
OP 19 Front Desk QRG
OP 19 Register a Patient QRG
OP 19 Billing QRG
OP 19 Vaccine Inventory QRG
OP 19 Schedule Calendar Slots QRG
OP 19 Clinical QRG
OP 19 Provider QRG
OP 19 Document Management QRG
OP 14 QRGs
Billing QRG
Document Management QRG
Fixing Patient Accounts QRG
Borrow Payback Vaccines QRG
Clinical QRG
Front Desk QRG
Meaningful Use (MU) QRG
Navigating the Help Center QRG
OP Database Viewer QRG
Schedule Calendar Slots QRG
Vaccine Inventory QRG
Register a Patient QRG
eLabs QRGs
eLabs: Creating an eLabs Requisition QRG
eLabs: Review Matched Results & Reconcile Unmatched Results QRG
eLabs: Creating and Maintaining an eLabs Preference List QRG
eLabs: Setting Up Printers for eLabs QRG
OP Notify QRGs
OP Notify: Create Events QRG
OP Notify: On Demand Notification QRG
OP Notify: Practice Administrator QRG
OP Notify: Reports QRG
OP Notify: Email Templates QRG
OP Notify: Create Events Generic Provider QRG
CQM QRGs
CQMsolution User Setup QRG
FAQs
OP 19 Getting Started FAQs
OP 19 Enhancement FAQs
Troubleshooting FAQs
Billing FAQs
Charting FAQs
Diagnostic Tests FAQs
Document Management FAQs
EHR Clinical Setup and Management FAQs
eLabs: FAQs
What user permissions are required to use eLabs?
Do I need to archive other lab facilities when using eLabs?
What information transfers from the OP Requisition to the eLabs Order Form?
Why didn't my ordering provider carry over to the electronic order window?
Why can’t I choose Lab Portal as Order Type in OP?
Why can't I edit the requisition in OP?
Why didn't the eLabs Order Form open to my interfaced lab?
Where can I see the labs that were ordered through a task?
How do I add a favorite lab order to the eLabs Preference List?
How do I save lab order panels to the eLabs Preference List?
How do I add a diagnosis to my eLabs Preference List?
Why is a diagnosis code appearing automatically on the eLabs Order Form?
What is required if Specimen collection is identified as ‘at lab’?
Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
Can I add the source site of a specimen?
What does Validate Order in the eLabs Order Form do?
Why is my insurance not appearing on the Change Healthcare requisition?
When does the requisition go to eLabs?
How do I print specimen labels?
Why am I getting an error when I try to print a specimen label?
Can I print the requisition and also send it to eLabs?
Is special paper required for printing requisitions?
Why am I getting an error when I try to print an eLabs requisition?
What happens if a user closes the eLabs Order Form prior to sending?
What are the action button options in the eLabs Order Form?
Why didn’t the results automatch to the requisition?
What lab orders and results will not be processed from within OP's eLabs interface?
Why are my eLabs orders not showing in my note?
Why is the time not recorded with the Collection Date and Report Date in the patient chart?
e-Prescribing and Medications FAQs
Forms, Correspondence, Medical Records FAQs
Immunizations & Vaccines FAQs
Implantable Device FAQs
IT FAQs
Lab Interface FAQs
Messaging FAQs
Mobile Text Alerts FAQs
OP Notify FAQs
OP Patient Portal FAQs
How do I Activate My OP Patient Portal Account?
Patient Message Exchange FAQs
Portal FAQs
Practice Setup and Management FAQs
Protecting Patient Data FAQs
Register/Schedule/Check In/Check Out FAQs
Reports FAQs
Tasks FAQs
Group Trainings
Videos
About OP Videos
OP Help Center What's New Video
Day In the Life of OP
How to Run OP Updates Video
Billing Videos and Webinars
Accounts Receivable Webinar
Advanced Reporting Tools Webinar
Best Practice Reporting Webinar
Billing Contracts Webinar
Billing Reports Webinar
Block and Substitute Codes Webinar
Billing Setup Webinar (Clean Claims Submission)
Database Viewer and Excel Webinar
How a Charge is Created for a Survey Performed Video
How to do Balance Transfer from Legacy System Video
Merchant Services for Billing Video
Merchant Services for Front Desk Video
OP Dashboards Webinar
Posting Payer Payments Webinar
Proof Patient Accounts Video
Using Merchant Services with OP and Instamed Webinar
Managing Your A/R in Tandem with Your Clearinghouse Video
Auto-Posting Setup Video
Run the Daysheet Video
Check for Missing Charges Video
Care Plans Videos and Webinars
View Care Plans and Enroll Patients Video
Activate Care Plans Video
Charting Videos and Webinars
Add Addenda to Notes Video
Add Same Day Sick to Well Visit Video
Asthma Action Plan Webinar
Changing Note Visibility Video
Risk Assessment Video
Clinical Workflow Webinar
Default Template - 6 Months Video
Encounter Templates - Adding Procedures Video
From Visits to CPTs: Coding like a PROvider Webinar
Gestational Age Video
Print History Video
Survey Alert Scoring Video
Diagnostic Tests Videos and Webinars
Add Diagnostic Test/Add a New In House Test Video
Add/Modify Default Results Video
Add Tests to In House Lab List Picklist Video
Create Result Components Video
Documenting a Diagnostic Test That Could Not Be Completed Video
Lab Follow up Video
Legacy Test Result Newborn Screen Video
Link Results to a Test Video
Document Management Videos and Webinars
Attach Document to Diagnostic Test or Referral Video
New Print Functionality in OP 14.8 Video
Scan in Educational Handouts and Attach to a Template Video
What's In Document Management Video Part 1 of 2
What's In Document Management Video Part 2 of 2
EHR Clinical Setup and Management Videos and Webinars
Advanced Customization Webinar
ClearTriage and Office Practicum Webinar
Clinical Setup Webinar
Visit Template Customization Webinar
eLabs Videos
eLabs: Creating Requisitions
eLabs: Matching Lab Results
eLabs: Site Enrollment Form
e-Prescribing and Medications Videos and Webinars
CompletEPA(R) Electronic Prior Authorization | Surescripts Video
Create Prescriptions for Approved Proxy Meds Video
Dr. Sue Kressly Addresses ePrescribing Video
ePA Basics Video
ePA Tasks Video
EPCS Menu Options Video
EPCS: System Setup and User Management Video
ePrescribing 10 6 Compliance in Office Practicum Video
Pharmacy Favorites Video
Prescribing with EPCS Video
Medication Validation Video
Forms, Correspondence, Medical Records Videos and Webinars
General Letters Video
Print Medical Records Video
Print Missed School and Work Forms
Immunization Registry Videos and Webinars
Documenting Synagis Webinar
Immunizations & Vaccines Videos and Webinars
Nurse Only Visits Flu Shots Video
The Benefits of a Bidirectional Immunization Information System Video
Vaccine Inventory GTIN Error Video
Vaccine Barcoding Strategies and Training Video
Vaccine Setup 101 Webinar
Refuse Vaccine: Charting Workflow Video
Refuse Vaccine: Complete List Video
Defer Vaccine: Charting Workflow Video
Defer Vaccine: Complete List Video
Edit Vaccine from Complete List Video
Enter Historic Vaccine (New) from Complete List Video
Document an Immunity Video
Document an Adverse Reaction Video
Lab Interface Videos and Webinars
Lab Importer Webinar
Meaningful Use Videos and Webinars
Charting for Meaningful Use Video
Messaging Videos and Webinars
OP 14 Electronic Clinical Documents, DIRECT, and Outbound TOC Video
OP 14 Inbound TOC and CDA Video
Using ClearTriage with OP 14 Video
External Direct Messaging Video
OP Intelligence Videos
OP Intelligence Video
OP Mobile Videos and Webinars
OP Mobile Pairing Instructions Video
OP Notify Videos
Practice Admin: Log In and Activate your Account
Practice Admin: Add Roles
Practice Admin: Add Staff Members
Practice Admin: Event Settings
Create New Event Email Template: Notify Templates
Create New Event Email Template: On Demand Templates
Edit an Event Email Template
Appointment Reminder Setup: Call
Appointment Reminder Setup: Text
Appointment Reminder Setup: Email
Appointment Reminder Setup: Call or Text
Appointment Reminder Setup: Generic Provider Call
On Demand Notification: Call
On Demand Notification: Text
On Demand Notification: Email
On Demand Notification: Call or Text
OP Notify Appointment Type Correction Video
Patient Message Exchange Videos and Webinars
Patient Message Exchange (PMX) Configuration Video
Patient Message Exchange (PMX) Overview Video
Patient Message eXchange Webinar
Using Patient Message eXchange Video
PCMH Videos and Webinars
Office Practicum Medical Home Video
PCMH 2017 Introduction Webinar
Portal Videos and Webinars
OP Requirements for Portal Access Video
Patient Portal: Flu Clinic Setup Video
Patient Portal: Managing Features Video
Patient Portal Tasks: Patient Education Video
Patient Portal: Requests and Appointments Video
Patient Portal: Send and Respond to Messages Video
Sending Documents to Patient Portal Video
Patient Portal: Setting Preferences Video
Patient Portal Tasks: Surveys Video
Preparing for the Portal Webinar
Setting Up and Scheduling Flu Clinics With the Office Practicum Patient Portal Video
CHADIS and Sending Orders to the Patient Portal Video
Practice Setup and Management Videos and Webinars
Add and Edit Appointment Types Video
Add Departments Video
Add New Front Desk Staff Video
Add Mid-Level Provider Video
Add New Provider Video
Add Nurse Video
Add Rooms Video
Add Staff to Calendar View Video
Create a Schedule With Slots and Copy Weeks Video
Customize Display Preferences in Calendar View Video
Database Viewer Webinar
Front Desk: Password and Permissions Video
Lab Facilities: Set Default Lab for Type Video
Merging Duplicate Contacts Video
Merging Duplicate Patients Video
Mid Level Provider Info and eRx Video
Mid Level Provider: Password and Permissions Video
Modify Schedule With Existing Slots Video
Nurse Password and Permissions Video
Phrase Construction Webinar
Practices and Locations Video
Practice Setup: Staff, Providers and Calendars Webinar
Provider Info and ERX Video
Provider Password and Permissions Video
Template Zones Video
Protecting Patient Privacy Videos and Webinars
Privacy Levels Overview Video
Protecting Privacy Global Settings Video
Set Visibility on Individual Items in the Patient Chart Video
Viewing Items With Restricted Visibility Video
Referrals Videos and Webinars
How to Order Referrals During a Visit Video
Register-Scheduling Check In Check Out Videos and Webinars
Connecting with Contacts Webinar
Reports Videos and Webinars
Create a Patient Demographic List Video
Clinical Recalls - Medications Video
Demographic Analysis and Recall (DAR) Run Care Plan Recall Video
Demographic Analysis and Recall (DAR) Run Recall Report for Labs Video
Demographic Analysis and Recall (DAR) Run Vaccine Status Recall Video
Demographic Analysis and Recall (DAR) Send Messages for Recall Video
Demographic Analysis and Recall (DAR) Vaccines Given Report Video
Demographic Analysis and Recall Webinar
Medical Reports Webinar
Print School Forms and Custom End Reports Video
OP Superbill Report Video
OP19 Getting Started Videos
A New Look for OP 19 Video
Getting Started with OP 19 Video
Key How To Steps OP 19 Video
Personalize the Navigation Panel OP 19 Video
Personalize Encounter Navigation Panel OP 19 Video
Using Tabbed Interface and Multi-Patient Mode OP 19 Video
Customize the Ribbon OP 19 Video
Navigating OP 19 Webinar
Office Practicum Medical Home and Meaningful Use Training
Dr. Berman's MU Corner
Office Practicum Medical Home Training
Meaningful Use Training
Important Flu Season Information
Flu Season Information (2019-2020)
Vaccine Information for 2019-2020 Flu Season
OP Vaccine Resources 2019-2020 Flu Season
External Resources 2019-2020 Flu Season
Flu Season Information (2018-2019)
Vaccine Information for 2018-2019 Flu Season
OP Vaccine Resources 2018-2019 Flu Season
External Resources 2018-2019 Flu Season
Flu Season Information (2017-2018)
Flu Season Information (2017-2018)
OP Vaccine Name-CVX-CPT-Brand Name Crosswalk
Pediatrics-specific 2017-2018 Flu Season Information
Flu Season Information (2016-2017)
Flu Season Information (2016-2017)
Flucelvax
Pediatrics-specific 2016-2017 Flu Season Information
Dr. Sue Kressly's Corner
Diagnostic Test Results Scope and Data Maintenance
Specialty Growth Curves
Office Practicum and Bright Futures Handouts
Implications of Changing QIC Reports
The Importance of Finalizing Notes in a Timely Fashion
Approaching Care Plans
Payer Audits: Be Prepared!
Sample Letters
Sample Letter: Direct Messaging To a Medical Network Colleague
Maximizing Diagnoses on Claims: Overview and FAQ
Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
Training Solutions
Office Practicum eLearning Center
OP 19 and OP 14 Combined eLearning
IT Help
Support Hours of Operation
Hardware Specifications and Recommendations
Accessories
Camera
Emergency Server or Workstation
Exam Room Workstation
Faxing
Front Desk or Billing Workstation
IT Professional
Network
Printer
Router and Firewall
Recommended Scanner Brands
Scanning Workstation
Server
Tablet PC
Wireless Access in the Office
Terminal Server Specifications
Client Server Administration
Installing OP on a Client Workstation
Mapping the gdb_common Network Drive
Remote Scan Setup for Client Server
Workstations are Not Updating Following an OP Update
Office Practicum Web Update
Before Updating
Downloading and Installing OPWebUpdate
Updating the OP Web Updater
Running WebUpdate
Running Web Update OP 19
Performing an OP Client-Server Risk Assessment
Cloud Administration
Cloud Maintenance
Hardware Specifications and Recommendations
Minimum Requirements (Cloud)
Tablet and Computer Comparison (OP Cloud Environment)
Network Specifications (OP Cloud Environment)
Peripherals
Client Installations
OP Cloud Installation on a Workstation
iPad Installation Instructions
Cloud Installation on Mac OSX
Cloud Troubleshooting
ConnexinViewer
Cloud Printing
Log Off All Sessions (Windows)/Force Quit (Mac)
OP Cloud Printing Troubleshooting Overview
OP Cloud Printing: Changing the Local Default Browser and Default File Type Associations in Windows
Parallels Losing Credentials After a Windows Update
Instamed Credit Card Swiper Configuration
Remote Scan for Cloud
Exporting Vendor Files from the Cloud
Import Documents into OP Cloud
Privacy and Security Safeguards
Antivirus and Network Level Exceptions for OP Cloud
How do I save and access the files on my computer through the tsclient connection on a Mac?
Office Practicum Servers (Local)
Downloading and Installing OP 14 on a Server
Migrating a Server
Emergency Server
Emergency Server Overview
Where to Install the Emergency Offline Server
Prerequisites for Setup of EOS
Setting Up an Emergency Server
Removing the Emergency Server Designation on a Workstation
Office Practicum Backup Program
Office Practicum Backup Program Overview
Downloading the OP Backup Program
Installing the OP Backup Program
Setting up Backup Jobs in the OP Backup Program
Running Backups to a NAS
Running Backups to a Thumb Drive or External Drive
Setup Email Results
Troubleshooting for OPBackup Program
OP Services
Chart Capture
Chart Capture
ClearTriage
Using ClearTriage
Obtaining a ClearTriage Account
Setting Up ClearTriage Support in OP
Direct Messaging
Direct Messaging Overview
Immunization Registry
Locating Immunization Registry Files
Resolving Vaccine Registry Rejections
OP Lab Interface (DTI and Quest HUB)
OP Lab Import (Client-Server)
Using OP Lab Import (Client-Server)
OP Diagnostic Tests Import -Overview of Lab Importing
OP Diagnostic Tests Import -- Overview of Lab Importing
OP Diagnostic Tests Importer User Instructions
Launching the OP Diagnostic Tests Importer
Showing and Hiding Configuration Settings
Importing Lab Results
Filtering Lab Results
Selecting Lab Results
Viewing Lab Results in PDF and HL7 Files
Searching for a Pending Requisition
Viewing Details of a Pending Requisition
Creating a Requisition for a Lab Result
Linking a Lab Result to a Pending Requisition
Reviewing Lab Results in the OP Application
OP Diagnostic Tests Import Training Video
Release Notes for OP Diagnostic Tests Import Utility
OP Diagnostic Tests Import Utility 14.3.3
OP Diagnostic Tests Import Utility 14.3.2
OP Diagnostic Tests Import Utility 14.3.1
OP Diagnostic Tests Import Utility 14.2.1
OP Diagnostic Tests Import Utility 14.2.0
OP Diagnostic Tests Import Utility 14.1.11
HL7 Specification
HL7 Specification
OP Mobile
Office Practicum Mobile
OP Mobile: Appointments
OP Mobile: Patient Chart
OP Mobile: Messages
Pairing Your Device
OP Mobile: Pictures
OP Mobile: Troubleshooting
OP Mobile Release Notes
Office Practicum Mobile Version 1.6.11
Office Practicum Mobile Version 1.6.9
Office Practicum Mobile Version 1.6.7
Office Practicum Mobile Version 1.6.5
OPHL7 Service
OPHL7Service
opsetup.ini File Settings
Working with OPHL7 Service
How do I Restart the Office Practicum Service?
Capturing Screenshots and PHI
How to Remove Spyware and Adware
OP Services and Ports
Dragon Dictation
Linking Welch Allyn Device to OP
Allowing Office Practicum Support to Connect to your Workstation (TeamViewer)
ODBC Connection to OP Database
How can I tell what version of Windows I am using to run OP 14?
Trending Support Articles
Client Server to Cloud Transition
Considering the Cloud
Overview and Benefits of the Cloud
Cloud FAQs
Minimum Requirements
Privacy and Safeguards
What to Expect During Transition
Checklist for Transition
Specifications and Hardware
Hardware Comparison
Network
Cloud Peripherals
Migration of Services
Installation (What You Need to Do)
Installation on a Workstation
Installation on Mac OSX
Installation on an iPad
Instamed Swipe Device Setup
OP Mobile
Post Installation (Functional Changes)
Importing/Exporting/Saving Files
Templates
Importing Documents
Export Vendor Files
Saving Reports
Save Files
Printing From the Cloud
Log Off All Sessions
Clip-and-Save SQL
Clip-and-Save SQL Library
Clip-and-Save SQL: Quickstart!
Featured Product Webinars
Reports Catalog and Descriptions
School Camp Forms
OP Ideas Portal
Overview of the OP Ideas Portal
How to Use the OP Ideas Portal
How an Idea Becomes a Feature
Terms of Use
Home
How To
Overview
e-Prescribing and EPCS
Medication Management
(14)
Medication Tab
Medication Add and Review
Review or Document Medications
Printing Prescriptions
Refilling a Prescription
See More
ePrescribing Support
(3)
Rite Aid/Walgreens Pharmacy Merger
ePrescribing Error Messages
ePrescribing: How Do I...
ePrescribing Release Notes
(1)
Office Practicum Release Notes for eRx Support of SureScripts V10.6
Office Practicum's Proprietary ePrescribing
(8)
ePrescribing: Required Fields
ePrescribing: Alternative Medications
Supervising Providers
Proxy (Prescriber Agent)
Pharmacy-Initiated Refill Requests
See More
EPCS
(10)
EPCS Rules and Requirements
EPCS Identity-Proofing Procedures
EPCS: Training Materials
EPCS Medication Schedules
EPCS
See More
Electronic Prior Authorization (ePA)
(7)
Electronic Prior Authorization
ePA Overview
ePA Introduction
ePA Basics
ePA: Medication List
See More
Articles
Editing Prescriptions
This article will show you how new or previously written prescriptions can be marked as ongoing in one of two ways.