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.

General Letter

Version 14.19

About General Letter

Path: Clinical tab > Patient Chart button > General Letters
Path: Practice Management tab > Patient Chart button > General Letters
Path: Billing tab > Patient Chart button > General Letters

The General Letter window is where you write a letter on behalf of a patient. The patient's insurance information can appear, and if a response is required, the referral status can be marked pending (this is completed from the referral itself). This function is especially helpful when dealing with insurance companies. 

General Letter Map

Number

SectionDescription

1

New Letter tabThe Letter tab contains fields necessary to create the letter on behalf of the patient.

2

Archive Letter tabThe Archive Letter tab contains previously written letters.  To view prior letters in a patient’s chart, click this tab.

3

Template Letters tabThe Template Letters tab contains the templates for letters.  To use a letter template, highlight the template and click the Use Highlighted Template button.

4

Archive Letter buttonThe Archive Letter button saves the letter to the Patient's record.

5

Make Template buttonThe Make Template button saves a written letter as a template for future use.

6

Function ButtonsThe function buttons navigate between letters, inserts a record, deletes a record, edits a letter, posts an edit, and cancels an edit.
7
General Letters buttonThe General Letters button opens the General Letters window in the patient's chart.
Version 14.10

About General Letter

Path: Activities Menu > Create General Letters (Keyboard Shortcut keys: [Alt][A][G])

The General Letter window is where you write a letter on behalf of a patient. The patient's insurance information can appear, and if a response is required, the referral status can be marked pending (this is completed from the referral itself). This function is especially helpful when dealing with insurance companies. 

General Letter Map

Number

SectionDescription

1

Letter tabThe Letter tab contains fields necessary to create the letter on behalf of the patient.

2

Archive Letter tabThe Archive Letter tab contains previously written letters.  To view prior letters in a patient’s chart, click this tab.

3

Template Letters tabThe Template Letters tab contains the templates for letters.  To use a letter template, highlight the template and click the Use Highlighted Template button.

4

Archive Letter buttonThe Archive Letter button saves the letter to the Patient's record.

5

Make Template buttonThe Make Template button saves a written letter as a template for future use.

6

Function ButtonsThe function buttons navigate between letters, inserts a record, deletes a record, edits a letter, posts an edit, and cancels an edit.