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.

Encounter Summary Sheet

Version 14.19

About Encounter Summary Sheet

Path: Clinical tab > Patient Chart button > Encounters > select encounter > Open Note button
Path: Practice Management tab > Patient Chart button > Encounters > select encounter > Open Note button
Path: Billing tab > Patient Chart button > Encounters > select encounter > Open Note button

The Encounter Summary Sheet allows you to review finalized encounter notes.

Encounter Summary Sheet Map

Number

SectionDescription

1

Summary Report CriteriaThe Summary Report Criteria selects created Report Criteria in a dropdown list.  Clicking the Edit Criteria button opens the Report Criteria window, where you can create or edit a criteria set.

2

Rebuild SummaryIf you would like to Rebuild the Summary for the Alternate Notes tab, select the Summary Report Criteria using the drop down arrow in the Summary Report Criteria and then click Rebuild Summary button.

3

Notes TabsThe Notes tabs display the Primary Encounter Note, Patient Exit Note, Alternate Notes, Addenda, and Audit Report Note for the opened note in the Encounters tab of the patient chart. 

4

Print buttonsNotes and Letters are printed using the Print Note and Print Letter buttons.
5
CDA button
The CDA button creates a CDA for the selected encounter.

6

Invalidate buttonThe Invalidate button will invalidate the current note.

7

Search barThe Search bar is used to locate a specific note.

8

Save buttonThe Save button saves any changes and closes the form.

9

Cancel buttonThe Cancel button cancels the form without saving changes.
Version 14.10

About Encounter Summary Sheet

Path: Smart Toolbar > Chart button > Encounters tab > Open Note button

The Encounter Summary Sheet allows you to review finalized encounter notes.

Encounter Summary Sheet Map

Number

SectionDescription

1

Summary Report CriteriaThe Summary Report Criteria selects created Report Criteria in a dropdown list.  Clicking the Edit Criteria button opens the Report Criteria window, where you can create or edit a criteria set.

2

Rebuild SummaryIf you would like to Rebuild the Summary for the Alternate Notes tab, select the Summary Report Criteria using the drop down arrow in the Summary Report Criteria and then click Rebuild Summary button.

3

Notes TabsThe Notes tabs display the Primary Encounter Note, Patient Exit Note, Alternate Notes, Addenda, and Audit Report Note for the opened note in the Encounters tab of the patient chart. 

4

Print buttonsNotes and Letters are printed using the Print Note and Print Letter buttons.

5

Invalidate buttonThe Invalidate button will invalidate the current note.

6

CDA buttonThe CDA button creates a CDA for the selected encounter.

7

Search barThe Search bar is used to locate a specific note.

8

Save buttonThe Save button saves any changes and closes the form.

9

Cancel buttonThe Cancel button cancels the form without saving changes.