With the enhancements in OP 14.8, the toggle functionality of the Print/Preview button will be replaced with a dropdown menu. When the end user clicks on the Printer button on the smart toolbar, OP 14 displays the following four options:
- Save PDF
Selecting one of these options (also known as selecting the output mode) predetermines the behavior of the Print button in all windows that output patient records. This includes school forms, vaccine summaries, and records from the Event Chronology.
To set an output mode as a preference, the end user selects the output mode and clicks on the Pref button. This allows the end user to set a default type of output to a particular workstation. After the preference is set, when the end user clicks the Print button, the output defaults to that setting.
|Note: The Printer settings (that is, the selected Output Mode), is specific to the workstation, not to the user currently logged on.|
If the end user selects Preview on the Printer button, when they click Print on windows that output patient records, OP 14 displays a preview window that allows them to inspect the document they are about to print. The end user can preview the document and can then decide to print or transmit it.
If the end user selects Print on the Printer button, when they click Print on windows that output patient records, OP 14 bypasses the preview window and goes straight to the print options. End users should select this output mode when they are certain the document(s) they are going to print are ready to be printed.
This new option allows end users to prepare a document to be transmitted using OP Messaging or Direct Messaging (depending on system settings).
If end users select Transmit on the Printer button, when they click Print on windows that output patient records, OP 14 creates a PDF of the document, stores that PDF file in DOCIMAGES under the new DISCLOSURE group in the Manage Documents window, and then opens a new message with the PDF file attached to the message. If the document is patient-oriented, the new message defaults to the selected patient in the Subject field and provides information regarding the attached file(s) in the Message Body.
The Transmit option does not present a preview.
|Note: In OP 14.8, messages now support multiple attachments.|
This new option allows the end user to select a document and to create a PDF directly of it. When the end users select Save PDF on the Printer button, when they click Print on windows that output patient records, OP 14 immediately creates a PDF of the selected document and stores the PDF in DOCIMAGES and asks the end user if they want to view it immediately or file it.
This feature is especially beneficial for end users who need to prepare numerous sub-reports and who don’t want to assemble a final message until all the PDF files are available.
- OP 14 automatically stores a copy of all outputted documents that are printed, transmitted, or saved as PDF files in the DISCLOSURE group in the Manage Documents window. This applies even if OP 14 is not in Transmit or Save PDF mode. This feature provides a backup of all materials sent outside of OP 14. This also means that end users will no longer have to re-scan certain documents back into OP 14 before sending them. The exception to this feature is that, if an item is saved to the OP Patient Portal, OP 14 places a copy of the item in the Forms Item Type group in the Manage Documents window.
- Several windows in previous versions of OP 14 had a set of radio buttons that allowed the end user to choose between Preview and Print. The enhancements in OP 14.8 remove these radio buttons.
- Several windows in previous versions of OP 14 had the Save as PDF checkbox. These labels have been changed to Save to Portal. Now that all outputted patient records are archived in the Manage Documents window, the end user can make any record visible on the OP Patient Portal by changing its top-level Type from DISCLOSURE to FORM.
- All outputted patient records now have a formal Category and Note that describe their intended purpose. This information is displayed in DOCIMAGE so that the end user can quickly scan the DISCLOSURE list without opening each item individually to determine its contents.
- OP 14 now offers the option of viewing PDF files with an internal or external PDF viewer. This preference is on the Basic tab of the System Preferences window. The default setting is Internal because most workstations have PDF plugins installed and enabled. The External option allows practices to use an external PDF viewer.
- The Save to Portal checkbox replaces the Save as PDF checkbox in the Forms, Statements, and Diagnostic Test Requisition windows. Selecting this checkbox allows the end user to save the document to the OP Patient Portal.