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21st Century Cures Act
2021 Office Visit E/M Coding & Documentation Changes Resource Center
OP Community Listservs
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
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Reports Catalog and Descriptions
OP Ideas Portal
OP RCM Client Corner
The PediaTricks Podcast
Coronavirus (COVID-19) Updates from OP
Tips & Tricks for Using the OP Help Center
Table of Contents
Table of Contents
Toggle navigation
Refine
What's New
Pediatric Success Series, OP Edition 2021
How To
Quick Reference Guides (QRG)
FAQs
OP Training Solutions
IT Help
Videos
21st Century Cures Act
2021 Office Visit E/M Coding & Documentation Changes Resource Center
OP Community Listservs
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
Product Information & Updates
Reports Catalog and Descriptions
OP Ideas Portal
OP RCM Client Corner
The PediaTricks Podcast
Coronavirus (COVID-19) Updates from OP
Tips & Tricks for Using the OP Help Center
PediaTricks Podcast
Refine
What's New
Pediatric Success Series, OP Edition 2021
How To
Quick Reference Guides (QRG)
FAQs
OP Training Solutions
IT Help
Videos
21st Century Cures Act
2021 Office Visit E/M Coding & Documentation Changes Resource Center
OP Community Listservs
Office Practicum Medical Home and Meaningful Use Training
Important Flu Season Information
Dr. Sue Kressly's Corner
Trending Support Articles
Client Server to Cloud Transition
Clip-and-Save SQL
Product Information & Updates
Reports Catalog and Descriptions
OP Ideas Portal
OP RCM Client Corner
The PediaTricks Podcast
Coronavirus (COVID-19) Updates from OP
Tips & Tricks for Using the OP Help Center
Home
Glossary
What's New
OP is "All In"
New Help Center Articles
OP 20 Release
Office Practicum Patch Release Notes 20.12.4
New
Office Practicum 20.12.3 Release Notes
Office Practicum 20.12 Release Notes Video
Office Practicum 20.11.6 (Hotfix) Release Notes: Cloud Only
Office Practicum 20.11.5 Release Notes: On-Premise Only
Office Practicum Patch Release Notes 20.11.5: Cloud Only
Office Practicum 20.11.4 (Hotfix) Release Notes: Cloud Only
Office Practicum 20.11.3 Release Notes: Cloud Only
Office Practicum 20.11 Release Notes Video
Office Practicum 20.10.7 (Hotfix) Release Notes
Office Practicum Patch Release Notes 20.10.6
Office Practicum 20.10.6 Release Notes Video
Office Practicum Patch Release Notes 20.10.4
Office Practicum 20.10.2 Release Notes
Office Practicum Patch Release Notes 20.8.5
Office Practicum Patch Release Notes 20.8.4
Office Practicum 20.8.3 Release Notes
Office Practicum 20.8.2 Release Notes
Office Practicum 20.8 Release Notes Video
Office Practicum Patch Release Notes 20.7.4
Office Practicum 20.7.2 Release Notes
Office Practicum 20.6.2 Release Notes
Office Practicum Maintenance Release Notes 20.6.1 (Cloud Only)
Office Practicum 20.6.0 Release Notes
Office Practicum 20.5.3 Release Notes
Office Practicum 20.4.4 Release Notes
Office Practicum 20.4.3 Release Notes
Office Practicum 20.4.2 Release Notes
Office Practicum 20.3.0 Release Notes
Office Practicum 20.2.0 Release Notes
Office Practicum 20.0.17 Release Notes
Office Practicum 20.0.15 Release Notes
Office Practicum Maintenance Release Notes - Effective February 27, 2020
Office Practicum 20.0.12 (Hotfix) Release Notes
Office Practicum 20.0.11 Release Notes
20.0.11: Pre-Release Webinar Recording: Introducing New Best Practices for Superbill Generation Workflow
Office Practicum 20.0.9 (Hotfix) Release Notes
Office Practicum 20.0.7 Release Notes
Office Practicum 20.0.5 Release Notes
Office Practicum 20.0.4 Release Notes
Office Practicum 20.0.3 Release Notes
Office Practicum 20.0.2 Release Notes
Office Practicum 20.0.1 Release Notes
Office Practicum 20.0.0 (OP 20) Metadata Release Notes
Office Practicum 20 (OP 20) Release Notes
OP 20 Enhancements Webinar Recording
InteliChart Release
InteliChart Release 3.5.14
InteliChart Release 3.5.13
InteliChart Release 3.5.12
InteliChart Release 3.5.11
InteliChart Release 3.5.10
InteliChart Release 3.5.9
OP Patient Portal Release
OP Patient Portal Release 1.7.1
Pediatric Success Series, OP Edition 2021
Q1: Keeping Your Practice as Healthy as Your Patients
Q2: Using Tools in OP to Fill Your Schedule
Recap: Educational Experience 2020
Q1: It's Time to Update Fee Schedules and Optimize Payment!
Find Fully Paid CPTs and Give Yourself a Pay Raise
RVUs and the Medicare Fee Schedule
Creating a Medicare Physician Fee Schedule
Other Medicare Fee Schedules
Update Your Vaccine Fee Schedule
Monitoring Vaccine Charges and Payments Part 1
Monitor Vaccine Charges and Payments Part 2: Analysis and Conclusion
Q2: Navigating Your Practice's New Normal
Performing Telehealth Well Visits
Slides: Leveraging Telehealth Templates for Sick and Well Visits
Webinar Recording: Leveraging Telehealth Templates for Sick and Well Visits
Slides: COVID-19 Survival Checklist Webinar Series: Part 1 - Curbside Workflow
Webinar Recording: COVID-19 Survival Checklist Webinar Series: Part 1 - Curbside Workflow
Telehealth / Telemedicine Insurance Payer Resources By State
Slides: COVID-19 Survival Checklist Webinar Series: Part 2 - Find Revenue
Webinar Recording: COVID-19 Survival Checklist Webinar Series: Part 2 - Find Revenue
Slides: COVID-19 Survival Checklist Webinar Series: Part 3 - Patient Recalls via SQL
Webinar Recording: COVID-19 Survival Checklist Webinar Series: Part 3 - Patient Recalls via SQL
Slides: COVID-19 Survival Checklist Webinar Series: Part 4 - Working A/R
Webinar Recording: COVID-19 Survival Checklist Webinar Series: Part 4 - Working A/R
Slides: COVID-19 Survival Checklist Webinar Series: Part 5 - Patient Recalls via DAR
Webinar Recording: COVID-19 Survival Checklist Webinar Series: Part 5 - Patient Recalls via DAR
Webinar Recording: Preparing Your CARES Act Medicaid Distribution Application
Planning for the Recovery Phase
Completing the CARES Application for Medicaid PDF
Fireside Chat: Preparing Your Practice for Tomorrow
Fireside Chat: Contactless Payment
Fireside Chat: Large Practice Lessons Learned
Fireside Chat: Preparing Your Practice for Tomorrow with Jeff Mathis
Rethinking Your Patient Workflow with Social Distancing in Mind
Fireside Chat: Preparing Your Practice for Tomorrow with Dr. Barbara Periard
Fireside Chat: Preparing Your Practice for Tomorrow with Matthew Carreira
Q3: Navigating Flu Season During a Pandemic
Webinar Recording: Preparing for Flu Vaccine Season in Times of Social Distancing
Slides: Preparing for Flu Vaccine Season in Times of Social Distancing
Webinar Q&A: Preparing for Flu Vaccine Season in Times of Social Distancing
Q4: Start Preparing Now for 2021 Office Visit E/M Coding and Documentation Changes
How To
Overview
Getting Started with OP
Converting from Paper Charts to Electronic Charts
Keyboard Shortcuts in OP
Menu Navigation
Search for a Patient
Focused Patient OP Behavior
Access a Sibling's Chart
Privacy Constraints (Visibility Settings)
Sorting Lists
Enhanced Output Options
Grouping Data
Adjusting Column Width
Adding, Removing, or Reordering Columns
Filtering Data
Saving and Clearing Saved Preferences
Spell Check in OP
Badges
Global System Preferences
System Preferences: Basic
System Preferences: Colors & Font
System Preferences: Schedule
System Preferences: Special
System Preferences: Clinic Info.
System Preferences: Billing
System Preferences: Maintenance
System Preferences: Security
System Preferences: Portal
Billing
Billing Setup
Diagnosis Codes
Adding, Editing, and Deleting Diagnosis Codes
Assigning Synonyms and Groups for Diagnosis Codes
Cross Mapping SNOMED Codes
ICD-10 Code Updates Effective 10/1/2019
CPT Codes and Fee Schedules
Looking Up CPT Codes
Add, Edit, and Delete CPT Codes
Fee Schedules
Modify and Copy Fee Schedules
Block and Substitute Rules
Customize the View of the Electronic Superbill
2021 CPT Code Updates
Updated
2020 CPT Code Updates
2019 CPT Code Updates
Insurance Payers and Contracts
Add an Insurance Payer
Locate Billing Information in the Staff Directory
Modifying an Associated Provider Record
Connecting Providers to Insurance Payers
Add, Edit, and Copy Insurance Contracts
Associate an Insurance Contract with a Payer
Using the Update Insurance Contracts Window
Taxonomy Fields
Advanced Workflow Engine (OP AWARE)
Billing Groups for Advanced Workflow Rules Engine (OP AWARE)
Advanced Workflow Rules Engine (OP AWARE) Overview
Advanced Workflow Rules Engine (OP AWARE) Triggers
Advanced Workflow Rules Engine (OP AWARE) Actions
Advanced Workflow Rules Engine (OP AWARE): Edit Rule
Advanced Workflow Rules Engine (OP AWARE): Add + Edit Rule
Advanced Workflow Rules Engine (OP AWARE): Remove Rule
Advanced Workflow Rules Engine (OP AWARE): Split Rule
Choosing a Clearinghouse
Customizing the OP Superbill
The $ED Record
Tax ID Setup
Group NPI Setup
Set Superbill Stage Defaults
Statement Preferences Checklist
Billing Preferences Crosswalk
20.3.0 Billing Preference Highlights and Action Items
Pre Go Live
Patient Account Basics
View a Patient's Claims
View a Patient's Credits and Print a Receipt
Entering a Refund
View a Family Account Balance
Write an Account Note
Editing a Claim
Voiding a Claim Payment
Unapplying Applied Payments to a Claim
Post a Patient Payment
Issuing a Patient Refund
Print a CMS-1500
Claim Creation and Daily Reconciliation
Viewing the Billing Status on the Schedule
View Superbill Stage from Tracking Schedule
Posting Electronic Superbill Charges
Charge Posting Options
Manually Entering a Claim
Manually Enter a Superbill
Edit or Void Current Charges
Enter Hospital Charges
Adding Other Items to Claims
Verify All Appointments Have Charges Posted
Reviewing Open Superbills
Review Current Claims
Send Claims to the Transmit Queue
Batch Print CMS-1500 Forms
Reconcile Monies Received on a Daily Basis - Front Desk
Close Out Daily Activity - Running a Daysheet
Posting Self Pay Charges and Patient Adjustments
Applying Copayments While Posting Charges
Unposting Superbills
National Drug Code (NDC) Claims Filing Tips
Billing Vaccines to TRICARE
CMS-1500 Details
Claims Processing
Delete Claims from the Transmittal Queue
Edit Claims in the Transmittal Queue
Create and Send Electronic Claim Files
Automated Billing Task for Credit Card Payment Error
How Claim Status Categories are Defined
Post Go Live
Billing Go Live
Manually Entering Charges from a Paper Superbill
OP Insights
Enabling OP Insights
OP Insights: Billing Performance Tab
OP Insights: Encounter Note Status (Sick and Well)
OP Insights: Superbills
OP Insights: Claim Status (Most Recent 90 Days)
OP Insights: Claim Turnaround Metrics
OP Insights: Patient Credits
OP Insights: Patient Statements
OP Insights: AR Aging
OP Insights: Last 10 Days where Daysheets Processed
OP Insights: AR Summary Tab
Insurance Payment - EOB Processing
Post a Payment to a Patient's Claim
Memorize a Check Number for Reuse while Posting EOB
Entering an Insurance Payment from the Patient Account
Entering an Insurance Payment from Bulk Payments
Posting an Insurance Credit Card Payment
Transferring a Full or Partial Balance to a Patient
Billing Secondary Claims
Adjusting a Patient or an Insurance Balance
Processing an Insurance Retraction, Takeback, or Recoupment
Entering an Overpayment
Balancing an EOB that has been Posted
Post a Returned Check
Billing Tertiary Claims
Insurance Payment - ERA Processing
Managing HIPAA Code Tables
Default Adjudication Match Status
Updated
Adding Adjustment Codes used in Office
Fetch and Process ERA Files
Purpose of Using Force Pay Date
Categorization of Adjudications
Post ERA Payments
Process Adjudications on the Unmatched Tab
Editing Standard Adjudications when Posting ERA Files
Processing a Primary Adjudication for Submission to a Secondary Payer on File
Process an Adjudication from a Secondary Payer or an HSA Account
Add a Miscellaneous CPT, eg. Interest, for the Purpose of Posting a Payment
Processing e-Bill Adjudications for Interest Payments
Adjudications that have been Manually Posted to an Account
Processing Reverse Adjudications Assigned to the E-bill Provider Adjustment Account
Process a Retraction or Offset for the Purpose of Issuing a Refund
Manually Add a Credit for an Overpayment
Balance all Payments on an ERA, EFT or ACH
Indicate ERA Payment Funds Were Received
Accounts Receivable Management
Process Claim Acknowledgements
Accounts Receivable Navigation
The Different Claim Stages
Working A/R
Make a Claim Note
Create a Billing Task
Correcting Claims
Change Insurance on Individual Transactions (Daysheeted Claims)
Send Claims Back to the Transmittal Queue
Void a Claim
Print Proof of Timely Filing
Patient Statement Setup
Pull a Patient Credit Report
Generate a Statement from the Patient Chart
Apply Patient Credits
Transfer Credits Between Siblings
Print Statements for Patients on the Schedule
Move a Patient Balance Back to Insurance
Create Batch Statements
Print or Send Statement Files from the Statement Queue
Identify When (or If) a Statement was Printed or Sent
Fields You Can Customize
Customizing Your Statements
View Previously Sent Statements/Statement Files
Capitation Payments
Entering a Capitation Payment
Billing for Non-Direct Care
Non-Direct Care: Overview
Bill Pay
Bill Pay Overview
Care Plans
Care Plan Enrollment
Overview Definition, Triggers, and Actions
Purpose and Patient Goal Statement
Activate, Enroll, and Privacy
Bibliographic Citation
Adding and Editing Triggers
Adding and Editing Actions
Creating Care Plans
Care Plan Item: Add, Edit, Delete
Care Plan Item: Recall Schedule
Care Plan Item Types
Share Care Plans
Checklist for Activating Care Plans
Grouping Rules and Actions
Trigger Conditions Definitions
Care Plan Troubleshooting
Charting
View Prior Notes While Charting a Visit
Start a Patient Visit
Enter Vital Signs and Growth Measurements
Encounter: Document Chief Complaint, History of Present Illness, and Review of Systems
Well Visit: Document Interval History and Review of Systems (ROS)
Layer Templates
Enter a Patient's History
Print History
Enter a Patient's Allergies and Reactions
Medication Add and Review
Complete a Patient's Risk Assessment
Well Visit: Document Developmental Milestones
Asthma Action Plan Wizard
Document the Physical Exam
Chart an Encounter with a Well Visit
Well Visit: Document Anticipatory Guidance (AG) and Counseling
Manage the Order Worksheet
Medications Administered in the Office
Save a Template When Charting
Flag a Note as Incomplete
Well Visit: Code and Finalize the Visit Note
Encounter: Code and Finalize the Visit Note
Updated
Add and View Visit Note Addenda
Invalidate a Finalized Encounter or Well Visit Note (Providers Only)
Print or Send a Patient Exit Note to the Portal
Nurse Only Visits
Finalize Open Visit Notes from the Navigation Panel (Clinical Work)
Cosign a Note
The Importance of Finalizing Notes in a Timely Fashion
How Charges Get to the Superbill
Adding and Sorting DX Codes for Claims
Apply a Placeholder Template to a Visit Note (Split Go-Live)
Color Coding for Review of Systems
Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
Data Governance/Maintenance
OP Data Cleanup
SAMPLE: Data Maintenance Office Policy
Review Staff and Provider Records for Location Video
Review Patient Basic Info for PCP and Medical Home Video
Review Patient's Family Contacts Video
Validate Active Patient List by Archiving Patient Records Video
Perform Appointment Type Cleanup - Scheduled Appointments Video
Perform Appointment Type Cleanup - Visit Templates Video
Perform Appointment Type Cleanup - Patient Chart Appointment Type Defaults Video
Review Visibility Settings Video
Map SNOMED Codes to Diagnoses Video
Archive Database Records Video
Diagnostic Tests
Diagnostic Test and Result Setup
Complete Diagnostic Tests For Inactive Providers
Reviewing Diagnostic Tests
How do I archive a diagnostic test?
Document In House Diagnostic Tests
Document Legacy Labs
Document Send Out Diagnostic Tests
Diagnostic Tests LOINC Codes
In House LOINC Codes
Document Management
Scanning, Editing, and Linking Documents
Manage Document Types and Categories
Document Management Item Types and Reference
Scanning Insurance Cards
Scanning a New Document
Capturing and Scanning Photo IDs
Scan and Save a Document to the Non-Patient Directory
Review Documents Assigned To An Inactive Provider
Link a Scan to Labs
Linking a Scan to Referrals
Importing PDF Files
Linking a Signature to a Provider
Edit or Delete a Scanned Item
Adding Handouts Saved on Computer
Viewing a Patient's Documents
Search for Documents
Review a Patient's Documents
Scanner Setup
Setting up Scanners
Scanning Page Limit System Preference
Dr. Berman's MU Corner
Meaningful Use (MU) Listserv Communications and Ground Rules
Quick Reference: Meaningful Use FAQ
Meaningful Use (MU) Objective 2: ePrescribing
Meaningful Use (MU) Objective 4: Computerized Physician Order Entry (CPOE)
Meaningful Use (MU) Objective 7: Health Information Exchange
Using the CQMSolution Portal for eCQMs
CQM Calculations
EHR Clinical Setup and Management
Templates
Encounter Template Editor
Edit a Symptom Template
Add or Edit a Diagnosis Template
Edit a Nurse Visit Template
Add a Symptom Template
Add a Nurse Visit Template
Template Procedures
Copy a Template
Well Visit Templates Editor
Linking Resources to Templates
Add Well Visit Templates
Editing Well Visit Templates
Import and Export Templates
Sharing Templates
Warnings: Before You Share Templates
Import or Export Templates (Client Server)
Import or Export Templates (Cloud)
OP Template Sharing Catalog
Customizing Shared Templates
Attaching Surveys to Template
Types of Templates
Orders and Workflow Medication Tab
Orders and Workflow Diagnostic Tests Tab
Orders and Workflow Immunizations Tab
Orders and Workflow Resources Tab
Orders and Workflow Surveys Tab
Orders and Workflow Follow-up Tab
Orders and Workflow Other Tasks Tab
Medication and Pharmacy Favorites
Pharmacy Favorites
Medication Favorites and Validating NDCs
How can I manage the Medication List?
Adding a Medication to the Favorites List
Delete a Medication from the Favorites List
Edit a Medication in the Favorites List
Why OP Will Block a Medication Favorite From Being Sent
Inactivate/Reactivate Pharmacy Records
Understand Pharmacy Favorites Address Book Relationship
Diagnostic Test Names
Add Additional Lab Facilities
Set My Default Labs
Adding New In-House Tests and Results
Adding a New Diagnostic Test to an Outside Lab Facility
Edit the Diagnostic Test Result-Alpha Answer
Export/Import Labs to a Lab Facility
Customizing Lab Test Categories
Adding Diagnostic Tests to the Form
Phrase Construction
Phrase Construction Notebook
Phrase Construction Page
Phrase Construction Label
Importing or Exporting a Phrase Construction Notebook
Survey Editor
Survey Downloads
Changing Questions on a Survey
Creating New Surveys
Creating Answers
Creating a Scored Survey
Sharing Surveys
Importing Surveys
Copying Multiple Choice Answers to Subsequent Questions In A Survey
Creating List or Multiple Choice Q&A
Creating a Score Alert
Creating Boolean Questions & Answers
Creating Integer and Numeric Questions & Answers
Modifying an Existing Survey
AAP Local Content Library
Add Web Links to the Local Content Library
Customizing Articles in the AAP Local Library
Pediatric Care Advice (PCA) Handouts
Risk Assessments Editor
Add Risk Questions and Responses
Internet/PDF Resources
Add a Link
Vaccine Management
Vaccine Body Sites and Admin Routes
Archive VIS Sheets
Vaccine Name vs Brand Name
Editing Vaccine Products
Changing the Inventory Name in OP
Adding New Vaccine Inventory
Distinguishing Between Multiple Brand Names in the Vaccine Inventory
Entering a Multi-Dose Vial
Active vs Inactive Lots
Retiring Lots
Grid Report: Reconciling Your Inventory
Lot Number Report
Vaccine Barcoding
Vaccine Barcoding Setup
Vaccine Inventory Management with Barcodes
Office Practicum Barcode Scanner Programming
Accessing Resources
EPCS Setup
Using Risk Groups
Add, Edit Developmental Milestones
eLabs
eLabs: Creating Requisitions
eLabs: Matching Lab Results
eLabs: Site Enrollment Form
eLabs: The Life Cycle of Orders and Results
eLabs: Unlinking Imported eLabs Results
eLabs: How long will it take to see an electronic result (eLabs) in OP?
eLabs: Reconciling Pending and Submitted Lab Requisitions
eLabs: Change Healthcare Lab Network List
New
Forms, Correspondence, Medical Records
Customizing your View of Event Chronology
Printing Medical Records
Using General Letters
Adding a New General Note
Delete a General Note
Edit a General Note
Print the General Notes
Exporting the Event Chronology via CDA (Cloud Clients)
Disclosure Tracking for Printed Medical Records
New
e-Prescribing and EPCS
Medication Management
Importing Medication History
Prescription Rules
Writing Prescriptions: Writing an E-Prescription
Writing Prescriptions: Entering a Reference Prescription
Writing Prescriptions: Writing a Free-Text Prescription
Printing Prescriptions
Sending a Prescription
Cancel an Electronic Prescription
Refilling a Prescription
How to use E-Prescribing (e-Rx) Center
Change Request Generic Substitution
Change Request Prior Authorization
Change Request Therapeutic Interchange
Using the Liquid Dose Calculator
NCPDP Medication Unit Changes and Crosswalk
Pharmacy Benefits Eligibility Checking
Writing Prescriptions: Basic Instructions
Specifying a Generic Medication
ePrescribing Support
Rite Aid/Walgreens Pharmacy Merger
ePrescribing Error Messages
ePrescribing: How Do I...
ePrescribing Release Notes
Office Practicum Release Notes for eRx Support of SureScripts V10.6
Office Practicum's Proprietary ePrescribing
ePrescribing: Required Fields
ePrescribing: Alternative Medications
Supervising Providers
Proxy (Prescriber Agent)
Pharmacy-Initiated Refill Requests
Eligibility Checking
Rx Norm
Fulfilling Pharmacy Refill Requests from DrFirst
EPCS
EPCS Rules and Requirements
EPCS Identity-Proofing Procedures
EPCS Medication Schedules
EPCS
EPCS Medications
Prescribing with EPCS
Prescribing Narcotics
Edit or Refill a Controlled Substance
Printing a Controlled Substance
Prescription Drug Monitoring Program (PDMP)
Prescription Monitoring Program (PMP)
Electronic Prior Authorization (ePA)
Electronic Prior Authorization
ePA Overview
ePA Introduction
ePA Basics
ePA: Medication List
ePA: eRx Center
ePA Tasks
Editing Prescriptions
Immunizations & Vaccines
COVID-19 Vaccines
COVID-19 Vaccine Resources
COVID-19 Vaccines and OP
COVID-19 Vaccine Information
Recording & Slides: OP Enhancements to Support COVID-19 Vaccine Administration
Measles Outbreaks, Early MMR: Implications for VacLogic
MenB Name Changes
Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
Order an Immunization
Documenting a Wasted Vaccine Dose
Administer Vaccines
Administer Vaccines Not Ordered
Enter a Documented Immunity
View and Print Patient's Vaccine Record
Correcting Vaccines
Payback Vaccines
Borrowing Vaccines
Documenting Synagis
Patient Consent
Move Vaccine Inventory: Different Location
Vaccine Administered Incorrectly
Electronic Vaccine Consent Form
Vaccine Resource Links
MenB-FHbp Vaccine Recommendation
Administering a Double Dose of a Vaccine
Immunization Enhancements 14.19.6
Charting: Defer a Vaccine
Charting: Refuse a Vaccine
Immunizations: Complete List - Refuse
Immunizations: Complete List - New
Immunizations: Complete List - Edit
Immunizations: Complete List - Defer
Immunizations: Complete List - Adverse Reaction
Selecting Immunization Administration
Vaccine Indicators
Kinrix and Quadracel Vaccine Dosing
Td or Tdap Vaccine Dosing
Add or Modify VIS Sheet: Non-Barcode
Age and Dosage Warning Messages for DTaP+IPV
PPSV23: Pneumococcal Vaccine Forecasting in OP
Add a Vaccine to the Vaccine Codes Table
Administer Vaccines to Non-Patients
Move Vaccine Inventory: Manual Product Administration
Add GTIN and NDC Numbers to a Vaccine Product
New and Updated Vaccines (Non-COVID)
New
Meaningful Use Stage 2
Meaningful Use Reporting Requirements (Stage 1 and Stage 2 Only)
Running the QIC
Objective: Protect Electronic Health Information
Objective: Clinical Decision Support Including Interaction Checking
Objective: CPOE
Objective: Electronic Prescribing with Formulary Query
Objective: Medication Reconciliations Inbound Transitions of Care
Objective: Health Information Exchange (Outbound Transitions in Care)
Objective: Patient Specific Education
Objective: Patient Electronic Access (VDT)
Objective: Secure Messaging
Clinical Quality Measurements (CQMs)
Implications of Changing QIC Reports
Objective: Public Health Reporting
Export Meaningful Use QIC Data to Microsoft Excel
Determining Meaningful Use Volume Counts using the OP Software
MU: Introduction to Determining Medicaid Volume using the OP Software
MU: Pick a 90-day Medicaid Volume Attestation Period
MU: Confirm your Medicaid Designation Plan in your OP Software is Correct
MU: Correct Assignment of Plans to Medicaid or non-Medicaid Status
MU: Calculate Volume per Location
MU: Decide if your Provider(s) will Attest as Individual(s) or Group
MU: Select the Individual or Group Attestation Summary SQL Associated with your State
MU: State Group SQL Table
MU: State Assumptions
Promoting Interoperability (MU Stage 3)
Promoting Interoperability (MU Stage 3) Learning Resource
Overview: Participation in the EHR Incentive Program
Introduction to Determining Medicaid Volume using the OP Software (Promoting Interoperability: Stage 3)
Objective 1: Protect Patient Health Information
Objective 2: Electronic Prescribing
Objective 3: Clinical Decision Support
Objective 4: Computerized Provider Order Entry (CPOE)
Objective 5: Patient Electronic Access to Health Information
Objective 6: Coordination of Care Through Patient Engagement
Objective 7: Health Information Exchange
Objective 8: Public Health and Clinical Data Registry Reporting
QIC Reporting CEHRT 2015
PI Workflow Articles (MU Stage 3)
Objective 5-Measure 2 Workflow: Patient-Specific Educational Resources
Objective 7-Measure 1: Health Information Exchange
Objective 6-Measure 3: Patient Generated Health Data
InteliChart: 2015 ONC Stage 3 ACI Details Report
InteliChart: ONC 2015 Report Logic - Workflow
CQM
CQM Preparation
LOINC Codes
CQMsolution User Documentation
CQMSolutions
2015 Edition EHR Certification Resources (OP 20)
Messaging
Create a Message
Respond to a Message
Comment on a Message
Enhanced Messaging Features
View Prior Messages
Invalidate a Message
Send Instant Message
View Older Non-Patient Messages in the Message Center
Print Messages
OP Mobile
OP Mobile: Practice Administrators
OP Mobile: Reset a Password (Admin)
OP Mobile: Resend Email Verification and Unlock Account
OP Mobile: Overview
OP Mobile: Enroll a User
OP Mobile: Logging In/Out
OP Mobile: Patient Search
OP Mobile: Messages
OP Mobile: Patient Chart
OP Mobile: Schedule
OP Mobile: Uploading Files
OP Mobile: Reset Your Password
OP Notify
OP Notify: Training Program
OP Notify: Appointment Reminder Events
OP Notify: Email Reminder Event
OP Notify: Call Reminder Event
OP Notify: Text Reminder Event
OP Notify: On Demand Notification Events
OP Notify: Email Notification Event
OP Notify: Call Notification Event
OP Notify: Text Notification Event
OP Notify: Appointment Reminders Reports
OP Notify: On Demand Notifications Reports
OP Notify: Activate Account
OP Notify: Settings
OP Notify: Roles
OP Notify: Staff and Providers
OP Notify: Create Event Reminder Templates
OP Notify: Create On Demand Templates
OP Notify: Add an Image to the Available Images Library
OP Notify: Edit a Template
OP Notify: Generic Provider Event Setup
OP Notify: Generic Provider Call Reminder Event
OP Notify: Generic Provider Email Reminder Event
InteliChart Contacts
OP Notify: Review or Modify the Billing Reminder Consent Form
OP Patient Portal (InteliChart)
OP Patient Portal Landing Pages
Getting to Know the InteliChart Portal
New OP Intelichart Portal Implementation Schedule
Promote Your Patient Portal
How Clinical Data Flows to the OP Patient Portal
OP Patient Portal: Out-of-the-Box Configuration
OP Patient Portal Permission Map
Request Bulk PIN for Your Practice
Setting Up Your Practice's Portal
Navigating the Practice Portal
Appointment Type Cleanup for OP Patient Portal Readiness
OP Practice Portal: Customize Page Templates
OP Patient Portal: Manage Parent/Patient Notifications
Disable Multiple Patient Notifications
OP Patient Portal: Manage Visibility of Diagnosis Codes and Diagnostic Tests
OP Patient Portal: Labs
OP Patient Portal: Surveys
Updated
OP Patient Portal QRGs
OP Practice Portal: Start Here Quick Reference Guide
OP Practice Portal: Patient Interface Configuration QRG
OP Practice Portal: Configuration QRG
OP Practice Portal: Message Activities
OP Practice Portal: Reports QRG
OP Practice Portal: Code Management QRG
OP Practice Portal: Documents QRG
OP Practice Portal: Setting Up Scheduling QRG
OP Practice Portal: Self-Registration QRG
Registering Patients for the Portal
Understanding PIN Generation
Generate a Patient Portal PIN From OP (Easy Button)
Issue a Patient Registration PIN from the Appointment List (Practice Portal)
Issue a Patient Registration PIN from Patient Administration (Practice Portal)
Register a Patient While in the Office (With a PIN)
OP Practice Portal: Parent or Guardian Access Levels
Remove Access to a Patient Portal Account
Workflow: PIN Generation for Multiple Patients of the Same Family
Complete Portal Self-Registrations in OP
Workflow: Provide Portal Access to an Additional Parent
Portal Processes & Workflows
Send a Message to the Patient Portal
Add a Proxy to a Patient's Portal Account
OP Patient Portal: Send Bulk Message
OP Patient Portal: Patient Education Workflow
InteliChart Canned Reports (Non-MU)
OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests
Documents: Bulk Migration Tool
Parent Steps to Complete a Survey Sent to the OP Patient Portal
Parent Steps to Complete a CHADIS Survey Sent to the OP Patient Portal
OP Patient Portal Requirements and Recommendations
Messages for Document and Survey Failures (PAM/Stenographer)
OP Patient Portal: Patient Update Workflow
Flu Clinic
Flu Clinic: OP Setup
Flu Clinic: OP Setup Video
Flu Clinic: Calendar Setup
Flu Clinic: Calendar Setup Video
Flu Clinic: InteliChart Practice Portal Setup
Flu Clinic: InteliChart Practice Portal Setup Video
Resend a Survey that Failed to be Delivered to the Portal
Update Portal Account Status
OP Patient Portal: Medications
OP Patient Portal: Problem List
New
OP Patient Portal (InteliChart) FAQs
Why are parents receiving unexpected email notifications?
How do I activate my OP Patient Portal account?
Does the registration PIN from the InteliChart OP Patient Portal expire?
How do I indicate that a parent does not want to enroll for the portal?
How do I generate a PIN for an additional child or sibling from the Practice Portal?
What happens if I change the visibility level of medications to Clinical Staff Only?
Do Message Groups populate from Departments in OP?
How is the Appointment List in the Dashboard populated?
How are patient requests (appointment, referral, medication refill) configured?
If a provider is not in a Message Group, can they still respond to portal messages from OP?
Where will the photo display if added to a provider's portal setup?
Do Appointment Types in OP populate the Reason for Appointment Mapping page?
Can I generate PINs for multiple siblings at the same time from OP?
How do I remove a duplicate portal account?
When adding a provider, what is the difference between Full Access and Practice Only under Data Sharing?
What's the best way to generate a PIN for a parent on the phone?
How do I choose the Message Group that should receive insurance updates?
When creating a new Role, can I copy another Role or do I have to start from scratch?
Can I create custom Message Groups?
Can a parent get access to their child's portal if the patient is over 18?
Can a staff member be given two different Roles?
Why can't I edit the Page Templates?
Why aren't patient portal messages coming into OP?
What staff needs to be added to the InteliChart Practice Portal?
How do I show growth charts on the Patient Portal?
How do I reset a portal account password?
Can I merge duplicate portal accounts?
Why don't patients appear on the OP Patient Portal?
How do I correct a portal account when a parent entered the patient's info instead of their own?
Will a survey be sent to the Patient Portal with a Visibility higher than Any Staff Member?
Will a parent be informed when a survey is deleted?
What Documents can be sent to the Patient Portal?
Where can I see the status of a patient's portal account?
How do I change privacy on a document already shared to the portal?
Can Bulk Statements be sent to the portal?
Can a parent print their child's vaccine record from the portal?
Why are Documents not flowing to the portal?
How do parents add a PIN from another practice?
I am ready to go live with the InteliChart Patient Portal, what do I do?
How do I get an Associated User to show on the Practice Portal?
How do I issue PINs for blended families?
Will parents receive Appointment reminders and messages, for the same child(ren), when each has their own Patient Portal account?
What do the task statuses mean?
Can forms be created in InteliChart patient portal and integrated with OP?
OP Patient Portal: Parent Experience
OP Patient Portal: Parent Toolkit
OP Patient Portal Parent Experience: Patient Portal (English) Video
OP Patient Portal Parent Experience: Complete Registration with a PIN (English) QRG
OP Patient Portal Parent Experience: Patient Portal (Spanish) Video
OP Patient Portal Parent Experience: Complete Registration with a PIN (Spanish) QRG
OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (English)
OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (Spanish)
OP Patient Portal Parent Experience: Schedule an Appointment QRG
OP Patient Portal Parent Experience: Make a Generic Appointment Request
OP Patient Portal Parent Experience: Request a PIN & Complete Portal Registration QRG
OP Patient Portal Parent Experience: Bill Pay QRG
OP Patient Portal Parent Experience: Cancel or Reschedule an Appointment QRG
OP Patient Portal Parent Experience: Access a Patient's Clinical Summary
OP Patient Portal Videos & Webinar Slide Decks
OP Patient Portal: Post-Workshop Resources
Data Integrity and the OP Patient Portal Videos & Slides
Data Integrity and the Patient Portal Part 1 Webinar
Slides: Data Integrity and the OP Patient Portal Webinar Part 1
Data Integrity and the Patient Portal Part 2 Webinar
Slides: Data Integrity and the OP Patient Portal Webinar Part 2
OP Patient Portal: Stage 1 Portal Setup and Configuration Videos
Log Into and Navigate the Practice Portal Video
Practice and Patient Settings Video
Scheduling and Code Management Settings Video
Page Templates Video
Review Roles Video
Add Non-Clinical Staff to the Practice Portal Video
Add Providers and Clinical Staff to the Practice Portal Video
Review and Add Message Groups Video
OP Patient Portal: Stage 2 Patient Portal Registration Method Videos
Generate a Patient Registration PIN from Within OP Video
Generate a Patient Registration PIN from InteliChart (Practice Portal) Video
OP Patient Portal: Stage 3 The Parent Experience & Daily Portal Activities Videos
Complete Registration with a PIN Printout from OP (Parent Steps) Video
Complete Registration with a PIN Received in a Welcome Email (Parent Steps) Video
Basic Patient Portal Navigation Video
Navigating "My Chart" in the Patient Portal Video
Patient Portal Actions: Make a Generic Appointment Request Video
Patient Portal Actions: Send a Message to the Practice Video
Patient Portal Actions: Request a Medication Refill Video
Patient Portal Actions: Request a Referral Video
Respond to an Appointment Request Made from the Patient Portal Video
Respond to a Medication Refill Request Made from the Patient Portal Video
Respond to a Referral Request Made from the Patient Portal Video
Respond to a Message Received from the Patient Portal Video
Add a Proxy to a Patient's Portal Account Video
Remove Access to a Patient's Portal Account Video
Review the Chart Summary in the Practice Portal Video
OP Patient Portal: Stage 4 Portal Features
Portal Features Part 1: Sending Documents and Surveys to the Patient Portal Webinar
Slides: Portal Features Part 1: Sending Documents and Surveys to the Patient Portal
Portal Features Part 2: Self-Registration and Live Scheduling Webinar
Slides: Portal Features Part 2: Self-Registration and Live Scheduling
OP Patient Portal Knowledge Checks
Knowledge Check: Data Integrity and the OP Patient Portal Part 1
Knowledge Check: Data Integrity and the OP Patient Portal Part 2
Knowledge Check: Portal Setup and Configuration Part 1
Knowledge Check: Portal Setup and Configuration Part 2
Knowledge Check: OP Patient Portal: Registration Methods
Knowledge Check: OP Patient Portal: The Parent Experience
Knowledge Check: Daily Portal Activities / Closing the Loop in OP
Knowledge Check: Portal Features Part 1: Sending Documents and Surveys to the Patient Portal
Knowledge Check: Portal Features Part 2: Self-Registration and Live Scheduling
Portal Tips & Tricks
Patient Message Exchange (PMX)
Patient Message eXchange (PMX): Checking Credits and Plan Cost
Configuring the Patient Message eXchange
Patient Message Exchange (PMX) to Confirm Appointments
Send an Email Broadcast/Blast
How a Parent Confirms an Appointment From a Text or Email
PCMH
Running the QIC Module 2017
Interpreting Medical Home Results (Reports Tab) 2017
Interpreting Medical Home Results (Custom Tab) 2017
Output Options for Medical Home Results 2017
AAP Guidance for Well Visit Screening
Post Conversion
Updating Family Contacts and Insurance After your Conversion
Practice Setup and Management
Office Setup
Practices/Locations, Departments, and Teams
Practices and Locations (Add, Remove, Edit)
Adding/Editing a Department
Assign Users to Departments
Adding/Editing a Team
Assign Users to Teams
Assign Users to Location(s)
Staff Directory and Permissions
Adding Staff into the Staff Directory
Setting Up Providers in the Staff Directory
Clinical Levels
Adding, Modifying Passwords
Deactivating a User Account
Managing User Permissions
User Permissions
Managing Group Permissions
How to Troubleshoot Permissions
How to Troubleshoot Personalization
Adding or Modifying Groups
Enabling Strong Passwords
Creating and Maintaining Strong Passwords
Patient Tracking
Patient Tracking Stages
Rooms & Resources
Patient Status
Facilities, Counties, and Zip Codes
Birth Facilities
Entering Hospital Facilities for Billing Purposes
County Codes
Postal Zip Codes (Searching, Adding, Editing, Deleting)
Address Book
Add an Address Book Entry
Edit an Address Book Entry
Delete an Address Book Entry
Add an Address Book Specialty
Confirm Provider Record in the Address Book
DB Viewer: Direct Email Address Merge
Consent Forms
Add Consent Record Types
Scanning Signed Consents
Scanning in a Blank Consent
Viewing and Adding Consents to a Patient Record
Calendar Setup
Appointment Types
Template Zones
Create a New Schedule Tab
Schedule Templates
Apply Multiple Templates & Multiple Locations
Copy Schedule Templates Between Providers
Creating a Schedule Using Slots
Zone Purpose
Add Staff/Resources to a Calendar View
Set Calendar Display Preferences
Getting Ready for Self-Scheduling
Modify a Schedule Using Slots
Schedule Settings
Add To or Edit a Code Table
Checklist: Add a New Provider to an Existing OP Practice
Checklist: Add a Resident to an Existing OP Practice
Protecting Patient Privacy
Set Visibility Levels and View Restricted Chart Info
Adding Privacy Restrictions
Referrals and Transitions of Care (TOC)
Referrals and Transitions of Care
Writing a Referral to a Specialist
Viewing or Editing a Previous Referral
Re-issuing a Referral Letter
Reconcile Incoming Transitions of Care (CDA)
Referral Workflow: Create a Response to a Referral
Referral Workflow: Create a Tracking Entry
Customize a CDA
Create an On-Demand CDA
One-Time CDA Export
Recurring CDA Export
Send a CDA
Updated
Register/Schedule/Check In/Check Out and End of Day
Register
Confirm a New Patient Needs to be Registered
Register a New Patient
Copy a Sibling's Basic Information
Change Family Address
Adding Contacts to a Patient's Chart
Merging Contacts
Making an Insurance Record Inactive
Modifying a Patient Insurance Record
Create a New Insurance Record
Statement Method Options
Validation Feature
Copying Insurance Information From a Family Member
Print from Patient Register
Adding Misc. Notes
Adding a Clinical Contact
Linking Families in OP
Merging Duplicate Patient Charts
Create a Wait List
Specify a Patient's Gender Identity
Specify a Patient's Sexual Orientation
Specify a Patient's Ethnicity Details
Specify a Patient's Race Details
Validation Errors
Schedule
Making an Appointment on the Schedule
Copy an Appointment
Delete an Appointment
Locating the Next Available Time Slot
Making Future Appointments
Manually Confirming Appointments
Moving an Appointment on the Schedule
View Appointments From Patient Tracking
Using Flags and Alerts on the Schedule
No Shows
How to Search for an Appointment
Pop-up Alerts
Appointment Move Up Option
Cancelling Appointments
Check In
Checking in a Patient
Validate Insurance
Entering a Copay
Instamed Merchant Services Taking Payments
Check Out and End of Day
Reconcile Monies Received on a Daily Basis - Front Desk
Print Single Superbill
Print Batch Superbills
Check a Patient Out
Collect a Payment at the Time of Check Out
Print a Receipt at Checkout
Print Next Appointment Reminder
Printing a Missed School or Work Note
Standard and Custom Patient Forms/Reports
Curbside
Curbside: Scheduling and Workflow
Curbside Arrival Flyer
Phreesia
Phreesia: Survey Setup in OP
Phreesia: Survey Workflow
Relaymed
Relaymed Device Integration: Before You Begin
Relaymed Device Integration: Create a Device Test
Relaymed Device Integration: Import Test Results
Reports
Introduction to Reports
OP Reports Home
OP Reports: Practice Workflow Reports
Infrastructure Update Guide
Billing Reports
Accounting and Billing Reports
Report Reference Dates
Daysheet Log
Billing Reports: Daysheet Log
Using the Daysheet Log
Standard Reports
Standard Reports: Transactions for Check Number
Standard Reports: Financial Summary
Standard Reports: Charges per Scheduled Appointment
Standard Reports: Unbilled Charges for Scheduled Appointments
Standard Reports: Reimbursement per Visit
Standard Reports: Scheduled Appointments
Standard Reports: Compare Allowable to Payment
Billing Transaction Analysis Report
Billing Transaction Analysis: Transactions
Billing Transaction Analysis: Total Receipts
Billing Transaction Analysis: Receipts for Deposit
Billing Transaction Analysis: Accounting Transfers
Billing Transaction Analysis: Patient Credit Account
Billing Transaction Analysis: Void Transactions Only
Billing Transaction Analysis: Practice Level Adjustment
A/R Analysis Reports
Patient Accounts: Proof Calculation and A/R History Maintenance
Historical A/R Analysis
A/R Aging Analysis: Ins. Payer - Ins. A/R
A/R Aging Analysis: Insurance Payer - Patient A/R
A/R Aging Analysis: Insurance Payer - Total A/R
A/R Aging Analysis: Rendering Provider - Insurance A/R
A/R Aging Analysis: Rendering Provider - Patient A/R
A/R Aging Analysis: Rendering Provider - Total A/R
A/R Aging Analysis: Location - Insurance A/R
A/R Aging Analysis: Location - Patient A/R
A/R Aging Analysis: Location - Total A/R
A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R
A/R Aging Analysis: Insurance Payer - Secondary Payer Resp. Date A/R
Reimbursement and Occurence Reports
Reimbursement Analysis
Review Receivables
Clinical Reports
OP Database Viewer Basics
Medical Record Reports
Grid Analysis of Immunization Records
Scheduling Database Viewer Reports to Run Automatically (Local)
Event Chronology: Overview Report Criteria
Event Chronology: Add or Edit a Report
EC Report tabs
Event Chronology: Report Options Tab
Event Chronology: Report Sections Tab
Event Chronology: Encounter Sections
Event Chronology: Demographics
Event Chronology: Formatting
Recall Reports
Demographic Analysis and Recall Reports
Demographic Analysis and Recall Overview
Demographic Analysis and Recall: Patient Demographics
Demographic Analysis and Recall: Clinical Recall
Demographic Analysis and Recall: Care Plan Recall
Demographic Analysis and Recall: Vaccine Status Recall
Demographic Analysis and Recall: Vaccines Given
Print Labels from the Demographic Analysis/Recall Report
Diagnosis Recall Criteria
Demographic Analysis and Recall: Saved Reports
Audit Logs Usage
Visit Status Change Codes
Diagnostic Test Status Change Codes
Designing Reports
Clipping and Saving from the Clip-and-Save SQL List
Adding a Signature to a Report
Adding an Image to a Report
Entering Dates Correctly
OP Report Share/Batch Import
Download Page for .rtm Files
Update General Letter Report When No Signature Printing
Auditable Events Tracking for Certification
RCM Performance Report
OP Financial Dashboards
Navigating Financial Dashboards in OP
Financial Dashboard: Practice Summary A + B
Financial Dashboard: Denial Summary Dashboard
Financial Dashboard: Accounts Receivable
Financial Dashboards: Understanding Dashboard Data and How to Compare It to OP Data
SQL: Firebird and MySQL Differences
Surveys
Complete a Survey
Updated
Surveys Review
Billing for Surveys
CHADIS Surveys
CHADIS Workflow Overview
CHADIS Setup
CHADIS Complete a Survey without a Patient Portal Account
CHADIS Survey Library Updates: 2020
Tasks
Assign Default Tasks to Specific Departments
Review Patient Tasks
View Outstanding Tasks
Excluding Tasks from View
Telehealth
Anytime Pediatrics
Anytime Pediatrics Support and Resources
Anytime Pediatrics: Before You Begin
Anytime Pediatrics: Schedule an Appointment
Anytime Pediatrics: Documenting a Visit
Anytime Pediatrics: Add a New User
Anytime Pediatrics Parent Experience: Create an Account QRG
Anytime Pediatrics Telehealth Integration Video
Webinar Recording: COVID Surge and Beyond: Integrating Telemedicine to Provide Appropriate Care
Visit Info for Telehealth
Charting and Billing for Telehealth Encounters
Telehealth Workflow for Charting and Billing Video
Telehealth Well Visits: Practice Guidance
Quick Reference Guides (QRG)
OP QRGs
Front Desk QRG
Register a Patient QRG
Schedule Slots QRG
Billing QRG
Posting ERAs QRG
Updated
Maintaining Healthy A/R QRG
Managing Patient Credits and Balances QRG
Updated
Fixing Claims QRG
Vaccine Inventory QRG
Clinical QRG
Provider QRG
Document Management QRG
Messaging QRG
Managing Templates QRG
Additional Template Features QRG
Navigating the Help Center QRG
Diagnostic Setup QRG
Phrase Construction QRG
eLabs QRGs
eLabs: Creating an eLabs Requisition QRG
eLabs: Review Matched Results & Reconcile Unmatched Results QRG
eLabs: Creating and Maintaining an eLabs Preference List QRG
eLabs: Setting Up Printers for eLabs QRG
OP Notify QRGs
OP Notify: Create Events QRG
OP Notify: On Demand Notification QRG
OP Notify: Practice Administrator QRG
OP Notify: Reports QRG
OP Notify: Email Templates QRG
OP Notify: Create Events Generic Provider QRG
OP Notify: Create Billing Reminder Event
CQM QRGs
CQMsolution User Setup QRG
FAQs
OP 19 Getting Started FAQs
OP 19 Enhancement FAQs
Troubleshooting FAQs
Billing FAQs
Charting FAQs
Curbside FAQs
Diagnostic Tests FAQs
Document Management FAQs
EHR Clinical Setup and Management FAQs
eLabs: FAQs
What user permissions are required to use eLabs?
Do I need to archive other lab facilities when using eLabs?
What information transfers from the OP Requisition to the eLabs Order Form?
Why didn't my ordering provider carry over to the electronic order window?
Why can’t I choose Lab Portal as Order Type in OP?
Why can't I edit the requisition in OP?
Why didn't the eLabs Order Form open to my interfaced lab?
Where can I see the labs that were ordered through a task?
How do I add a favorite lab order to the eLabs Preference List?
How do I save lab order panels to the eLabs Preference List?
How do I add a diagnosis to my eLabs Preference List?
Why is a diagnosis code appearing automatically on the eLabs Order Form?
What is required if Specimen collection is identified as ‘at lab’?
Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
Can I add the source site of a specimen?
What does Validate Order in the eLabs Order Form do?
Why is my insurance not appearing on the Change Healthcare requisition?
When does the requisition go to eLabs?
How do I print specimen labels?
Why am I getting an error when I try to print a specimen label?
Can I print the requisition and also send it to eLabs?
Is special paper required for printing requisitions?
Why am I getting an error when I try to print an eLabs requisition?
What happens if a user closes the eLabs Order Form prior to sending?
What are the action button options in the eLabs Order Form?
Why didn’t the results automatch to the requisition?
What lab orders and results will not be processed from within OP's eLabs interface?
Why are my eLabs orders not showing in my note?
Why is the time not recorded with the Collection Date and Report Date in the patient chart?
e-Prescribing and Medications FAQs
eRx Cancel and Change FAQs
Forms, Correspondence, Medical Records FAQs
Immunizations & Vaccines FAQs
Implantable Device FAQs
IT FAQs
Lab Interface FAQs
Messaging FAQs
Mobile Text Alerts FAQs
OP Notify FAQs
OP Patient Portal (InteliChart) Unveiling FAQs
What are the new portal features at-a-glance?
What is the new OP Portal?
I implemented the InteliChart Portal for Meaningful Use, now what should I do?
What does Implementation of the Portal look like?
What will it cost to use the InteliChart Portal?
Who do practices need to contact to get this new InteliChart Portal Functionality?
Can practices choose which Portal Features to opt into?
What are the actions that practices need to take before implementation can begin?
What training/support exists for newly implemented practices?
Patient Message Exchange FAQs
Practice Setup and Management FAQs
Protecting Patient Data FAQs
Referrals and Transitions of Care FAQs
Register/Schedule/Check In/Check Out FAQs
Reports FAQs
Tasks FAQs
Surveys
OP Training Solutions
IT Help
Cyber Security Warning | On-Premise Practice Security Checklist
Phishing Attacks
Linking Welch Allyn Device to OP
Allowing Office Practicum Support to Connect to your Workstation (TeamViewer)
ODBC Connection to OP Database
How can I tell what version of Windows I am using to run OP 20?
How to Remove Spyware and Adware
Dragon Dictation
OP Services and Ports
Capturing Screenshots and PHI
Error Reporting Within OP
How do I run an Internet Speed Test in OP?
Hardware Specifications and Recommendations
Accessories
Camera
Emergency Server or Workstation
Exam Room Workstation
Faxing
Front Desk or Billing Workstation
IT Professional
Network
Printer
Router and Firewall
Recommended Scanner Brands
Scanning Workstation
Server
Tablet PC
Wireless Access in the Office
Terminal Server Specifications
Client Server Administration
Installing OP on a Client Workstation
Mapping the gdb_common Network Drive
Remote Scan Setup for Client Server
Workstations are Not Updating Following an OP Update
Office Practicum Web Update
Before Updating
How to Run OP Updates Video
Downloading and Installing OPWebUpdate
Updating the OP Web Updater
Running Web Update OP 20
Performing an OP Client-Server Risk Assessment
Anti-Virus Software Whitelist Recommendations
On-Premise Server: Patient Message eXchange Service Update
Cloud Administration
Hardware Specifications and Recommendations
Minimum Requirements
Tablet and Computer Comparison (OP Cloud Environment)
Network Specifications (OP Cloud Environment)
Peripherals
Client Installations
OP Cloud Installation on a Workstation
Update 2x Client/Parallels Client
iPad Installation Instructions
Cloud Installation on Mac OSX
Cloud Troubleshooting
ConnexinViewer
Cloud Printing
Log Off All Sessions (Windows)/Force Quit (Mac)
OP Cloud Printing Troubleshooting Overview
OP Cloud Printing: Changing the Local Default Browser and Default File Type Associations in Windows
Parallels Losing Credentials After a Windows Update
RemoteScan
Remote Scan for Cloud
Preparing to Install or Transfer an Existing License
Install the RemoteScan Software
Install the RemoteScan License
Show all NICs when installing RemoteScan
Cloud Maintenance
Instamed Credit Card Swiper Configuration
Export Vendor Files from the Cloud
Import Documents into OP Cloud
Privacy and Security Safeguards
Antivirus and Network Level Exceptions for OP Cloud
How do I save and access the files on my computer through the tsclient connection on a Mac?
Office Practicum Servers (Local)
Downloading and Installing OP 14 on a Server
Migrating a Server
Emergency Server
Emergency Server Overview
Where to Install the Emergency Offline Server
Prerequisites for Setup of EOS
Setting Up an Emergency Server
Removing the Emergency Server Designation on a Workstation
Office Practicum Backup Program
Office Practicum Backup Program Overview
Downloading the OP Backup Program
Installing the OP Backup Program
Setting up Backup Jobs in the OP Backup Program
Running Backups to a NAS
Running Backups to a Thumb Drive or External Drive
Setup Email Results
Troubleshooting for OPBackup Program
OP Services
Chart Capture
Chart Capture
ClearTriage
Using ClearTriage
Obtaining a ClearTriage Account
Setting Up ClearTriage Support in OP
Using ClearTriage with OP 14 Video
Direct Messaging
Direct Messaging Overview
External Direct Messaging Video
Immunization Registry
Locating Immunization Registry Files
Resolving Vaccine Registry Rejections
PHC Hub Registries Interface Best Practices
OP IIS Service Update for Client Server
OP Lab Interface (DTI and Quest HUB)
OP Lab Import (Client-Server)
Using OP Lab Import (Client-Server)
OP Diagnostic Tests Import -Overview of Lab Importing
OP Diagnostic Tests Import -- Overview of Lab Importing
OP Diagnostic Tests Importer User Instructions
Launching the OP Diagnostic Tests Importer
Showing and Hiding Configuration Settings
Importing Lab Results
Filtering Lab Results
Selecting Lab Results
Viewing Lab Results in PDF and HL7 Files
Searching for a Pending Requisition
Viewing Details of a Pending Requisition
Creating a Requisition for a Lab Result
Linking a Lab Result to a Pending Requisition
Reviewing Lab Results in the OP Application
Release Notes for OP Diagnostic Tests Import Utility
OP Diagnostic Tests Import Utility 14.3.3
OP Diagnostic Tests Import Utility 14.3.2
OP Diagnostic Tests Import Utility 14.3.1
OP Diagnostic Tests Import Utility 14.2.1
OP Diagnostic Tests Import Utility 14.2.0
OP Diagnostic Tests Import Utility 14.1.11
HL7 Specification
HL7 Specification
OPHL7 Service
OPHL7Service
opsetup.ini File Settings
Working with OPHL7 Service
Videos
Getting Started With OP Videos
Getting Started with OP 19 Video
Key How To Steps OP 19 Video
Personalize the Navigation Panel OP 19 Video
Personalize Encounter Navigation Panel OP 19 Video
Using Tabbed Interface and Multi-Patient Mode OP 19 Video
Customize the Ribbon OP 19 Video
Billing Videos
Billing Setup - Fee Schedule Maintenance Video
Billing Setup - Insurance Contracts Video
InstaMed Clearinghouse Video
Process Payments with InstaMed Video
e-Prescribing and Medications Videos
CompletEPA(R) Electronic Prior Authorization | Surescripts Video
Prescribing Controlled Substances with PDMP Video
Immunizations & Vaccines Videos
Vaccine Barcoding Strategies and Training Video
Refuse Vaccine: Charting Workflow Video
Refuse Vaccine: Complete List Video
Defer Vaccine: Charting Workflow Video
Defer Vaccine: Complete List Video
Edit Vaccine from Complete List Video
Enter Historic Vaccine (New) from Complete List Video
Document an Immunity Video
Document an Adverse Reaction Video
OP Intelligence Videos
OP Intelligence Video
OP Notify Videos
Practice Admin: Log In and Activate your Account
Practice Admin: Add Roles
Practice Admin: Add Staff Members
Practice Admin: Event Settings
Create New Event Email Template: Notify Templates
Create New Event Email Template: On Demand Templates
Edit an Event Email Template
Appointment Reminder Setup: Call
Appointment Reminder Setup: Text
Appointment Reminder Setup: Email
Appointment Reminder Setup: Call or Text
Appointment Reminder Setup: Generic Provider Call
On Demand Notification: Call
On Demand Notification: Text
On Demand Notification: Email
On Demand Notification: Call or Text
OP Notify Appointment Type Correction Video
Reports Videos
Create a Patient Demographic List Video
Demographic Analysis and Recall (DAR) Send Messages for Recall Video
Demographic Analysis and Recall (DAR) Run Vaccine Status Recall Video
Demographic Analysis and Recall (DAR) Vaccines Given Report Video
Demographic Analysis and Recall (DAR) Run Care Plan Recall Video
Demographic Analysis and Recall (DAR) Run Clinical Recall Allergies Video
Demographic Analysis and Recall (DAR) Run Clinical Recall Medications Video
Demographic Analysis and Recall (DAR) Run Clinical Recall Labs Video
21st Century Cures Act
Identify Sensitive Data
Updated
21st Century Cures Act Short: The Problem List
New
Webinar Recording & Resources: 21st Century Cures Act & OP: Addressing Questions for Your Practice (3/30/2021)
Webinar Recording & Resources: 21st Century Cures Act: Sample Pediatric Policies and Exceptions (3/9/2021)
21st Century Cures Act: Sample Information Sharing Policy
Webinar Recording & Resources: 21st Century Cures Act: What Pediatricians Need to Know (1/26/2021)
21st Century Cures Act: Pediatric Practice Checklist
HIPAA and CMS Proposed Rule Changes
21st Century Cures Act: External Resources
21st Century Cures Act Q&A
2021 Office Visit E/M Coding & Documentation Changes Resource Center
2021 E/M Coding & Documentation Changes: Prepare for the Change!
Webinar Recording & Resources: 2021 Office Visit E/M Coding Changes: Case Scenarios for Pediatric Practices (12/8/2020)
Time: A Deeper Dive into the 2021 Office Visit E/M Coding Changes Video
Medical Decision Making: A Deeper Dive into the 2021 Office Visit E/M Coding Changes Video
Medical Decision Making: Looking at Visit Levels Video
Game: 2021 Coding Changes | Check What You've Learned!
2021 E/M Coding & Documentation Changes: E/M Coding in OP
AMA Coding Cheat Sheet PDF
Time vs. MDM: A Workflow Comparison Video
Game: Time or MDM? You Decide!
Webinar Recording & Resources: E/M Coding & Documentation Changes | What We've Learned (2/24/2021)
Medical Decision Making-Based Coding
MDM E/M Coding Shorts by: Dr. Sue Kressly
Coding Short: Data Review | In-House Tests
Coding Short: Independent Historian
Coding Short: Problem Status
A Closer Look at MDM in OP Video
Where and How MDM is Indicated and What OP Can and Cannot Do
At-A-Glance: OP to AMA Problem Status Crosswalk
Definitions and Examples of the Elements of MDM
Medical Decision Making Calculation Support in OP
E/M Coding for MDM: Revert Lab Interface Temporary Workaround
Time-Based Coding
A Closer Look at Time in OP Video
What Counts as Time for an Encounter and Where Time is Tracked
Set Intra-visit Work and Post-visit Work Visit Stages
Tracked-Time Code Calculation
2021 E/M Coding & Documentation Changes: Tools and Resources
2021 E/M Coding & Documentation Changes: FAQs
Why is my CC being deleted when I layer a template?
Why is my template name appearing in the Plan section?
Who is responsible for entering the Independent Historian?
Will OP "flip a switch" on 12/31/2020 to track coding differently?
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