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.

Finalize Open Encounters (Sick Visits)

Version 14.19

Overview

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

  1. Click the Encounters button from the Schedule and Practice Workflow window. The Encounters window displays.


Note: To view Encounters from prior dates select a value from the Dates radio button selections.  To view Encounters for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary button.
  4. Review your note and make any necessary changes.
  5. Click the Finalize button.


Note: If the summary window does not display select when the note opens to review if changes are required.
Version 14.10

Overview

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

This section will go over how to complete notes that have not been finalized within the encounter with a patient. The user will be shown optional settings to ensure all notes are addressed.

  1. Click the Encounters button from the Schedule and Practice Workflow window. The Encounters window displays.


Note: To view Encounters from prior dates select a value from the Dates radio button selections.  To view Encounters for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary button.
  4. Review your note and make any necessary changes.
  5. Click the Finalize button.


Note: If the summary window does not display select when the note opens to review if changes are required.