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 Well Visits

Version 14.19

Overview

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

  1. Click the Well Visits tab from the Schedule and Practice Workflow window.
  2. The open or Well Visits not finalized display.


To view Well Visits from prior dates select a value from the Dates radio button selections.  To view Well Visits for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary tab.
  4. Click the Finalize button.

Version 14.10

Overview

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

  1. Click the Well Visits tab from the Schedule and Practice Workflow window.
  2. The open or Well Visits not finalized display.


To view Well Visits from prior dates select a value from the Dates radio button selections.  To view Well Visits for other users, select from the Scope field.
  1. Highlight a note in the list.
  2. Click the Edit button.
  3. Click the Summary tab.
  4. Click the Finalize button.