Enhanced Output Options

Version 14.10

When the end user clicks on the Printer button on the smart toolbar, following options display:

  • Preview
  • Printer
  • Transmit
  • 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, the OP software displays a preview window in order to inspect the document to be printed. Once previewed, the document can be printed or transmitted.


If the end user selects Print on the Printer button, the OP software bypasses the preview window and goes straight to the print options. End users should select this output mode when certain the document(s) are ready to be printed.


This option prepares a document to be transmitted using OP Messaging or Direct Messaging (depending on system settings).

If end users select Transmit on the Printer button the OP software creates a PDF of the document, stores that PDF file in DOCIMAGES under the 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: Messages support multiple attachments.

Save PDF

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.

Other Features

  • The OP software 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 the OP software 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 the OP software before sending them. The exception to this feature is that, if an item is saved to the OP Patient Portal, then a copy of the item is placed in the Forms Item Type group of the Manage Documents window. 
  • Since 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 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.
  • PDFs can be viewed using 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 allows the end user to save the document to the OP Patient Portal.