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.

EHR Clinical Setup and Management FAQs

How do I add birth facilities so they show up in drop down list in newborn history?

The list of newborn hospital facilities is populated in the Registry Look up Table:

Path: Practice Management tab > More button (in the Reference Data group) > Vaccine Registry Codes 

The steps below will guide you on entering surrounding hospitals where a vast amount of your patient population is born so that this can be recorded in the patient's birth history record.

View the Facility Codes PDF or contact the facility to obtain codes before entering them into OP.

Entering Birth Facilities

  1. Select Birth Facility from the Code table to review/edit drop-down field.

  1. Check the Allow editing checkbox. A warning window appears:

  1. Click OK.
  2. At the bottom of the window, click the Add button . A blank entry line appears in the grid. 
  3. In the Code field, enter the Birth Facility's official state or federal code. 
Note: This Code should be obtained directly from the facility prior to the information being entered into the Immunization Registry Codes window. 
  1. In the Description field, enter the name of the birth facility.
  2. In the Sort Order field, enter a sort number.
  3. Click the Save button .
Version 14.10
Utilities > Manage Codes > Registry Lookup Codes 

The steps below will guide you on entering surrounding hospitals where a vast amount of your patient population is born. Also, entering hospitals where patients are seen and visits are billed for. 

View the Facility Codes PDF or contact the facility to obtain codes before entering them into OP.

Entering Birth Facilities

  1. Select Birth Facility from the Code table to review/edit drop-down.

  1. Check off the Allow editing check box.

  1. Click OK to the warning.
  2. At the bottom of the window click the Insert the record button  .

  1. Enter the Birth Facility official state or federal code. Note: Contact the facility to obtain codes before entering them into OP. 
  2. Enter the Facility Name.
  3. Enter a Sort number.
  4. Click the Save button .

What can a Locum physician do in OP?

It may be necessary to create a Locum provider in OP due to a provider's extended vacation, illness, temporary staffing need, etc.  For additional information on Locum providers, please contact your Client Advocate.

How do I access the AAP Local Library from locations in OP?

You can insert items from the AAP local library from the following locations: Template Customization, Charting Notes, and specific areas within the note and items in the chart. Highlight a word and if a tag exists, it will bring up the matching AAP library articles. You can also access the library by performing the following steps:

  1. Open a Patient Encounter Note or one of the other forms listed above.
  2. Type a few words into the note, then right-click on one word, as you would when searching directly from within a note (see above).
  3. In the pop-up menu, select Other matches from AAP Local Library > Search AAP Local Library. Your library will open in a new window.


How can I delete or archive a template?

If a practice has created an Encounter or Well Visit template, and it has not been used, the template may be deleted from the template editor.

  1. Click the Clinical tab and select Encounter Templates or Well Visit Templates.
  2. Highlight the template and click the Delete button.
  3. Confirmation window displays, click OK.

If a practice wishes to delete an Encounter of Well Visit template, that has been applied to patient visits, the template must be archived.

  1. Click the Clinical tab and select Encounter Templates or Well Visit Templates.
  2. Highlight the template and click the Delete button.
  3. Confirmation window displays to archive the template, click OK.

A template can be archived by selecting the template and click the Edit button. Select None in the Finalize status section. To view templates that are archived, click the Show archived checkbox from the template editor window.