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.

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.