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Office Practicum Help Center

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  • Glossary
  • What's New
    • Acquisition Announcement
    •  OP is "All In"
    • New Help Center Articles
    • OP 21 Release Notes
      • Office Practicum Release Updates: Version OP 21.0
    • OP 20 Release Notes
      • Office Practicum Release Updates November 2022 (OP 20.17.28 and OP 20.18.3)
      • Office Practicum Release Updates October 2022 (OP 20.17.20 - OP 20.17.27)
      • Office Practicum Release Updates September 2022 (OP 20.17.17 - OP 20.17.18)
      • Office Practicum Release Updates August 2022 (OP 20.17.12)
      •  Office Practicum Release Updates July 2022 (OP 20.16.23 & 20.17.6)
      • Office Practicum Release Updates June 2022 (OP 20.16.14, OP 20.16.21, OP 20.16.22)
      • Office Practicum Release Updates May 2022 (OP 20.16.12)
      •  Office Practicum Release Updates March 2022 (OP 20.15.13 - 20.16.4)
      • Office Practicum Release Updates February 2022 (OP 20.15.11 & 20.15.12)
      • Office Practicum Release Updates January 2022 (OP 20.15.9 - 20.15.10)
    • InteliChart Release Notes
      • InteliChart Release 3.5.21
      • InteliChart Release 3.5.20
      • InteliChart Release 3.5.19
      • InteliChart Release 3.5.18
      • InteliChart Release 3.5.17
  • 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
        • 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
        •  Enable and Customize the Patient Banner
      • Billing
        • Billing Setup
          • Diagnosis Codes
            • ICD-10 Code Updates Effective 10/1/2022
            • ICD-10 Code Updates Effective 10/1/2021
            • Adding, Editing, and Deleting Diagnosis Codes
            • Assigning Synonyms and Groups for Diagnosis Codes
            • Cross Mapping SNOMED Codes
          • 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
            • 2022 CPT Code Updates
            • 2023 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
            • 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
            • 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 and Work Billing Tasks
            • 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
            • Generate a Statement from the Patient Chart
            • Pull a Patient Credit Report
            • 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
        • Bill Pay
          • Bill Pay Overview
          • Bill Pay: Payment Workflow
        • 2022 Place of Service and Modifier Updates
        • Creating A Customized Good Faith Estimate (GFE) Form in Office Practicum New
      • Care Plans
        • Approaching Care Plans
        • Checklist for Activating 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
        • Grouping Rules and Actions
        • Trigger Conditions Definitions
        • 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
        • Care Plan Troubleshooting
      • Charting
        • E/M Coding in OP
        • 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
        • Add and View Visit Note Addenda
        • Invalidate (Delete) 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 (Mid-Level and Provider Workflows)
        • 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)
        • Review and Share Documents from a Visit Note
      • Data Governance/Maintenance
        • OP Data Cleanup
        • SAMPLE: Data Maintenance Office Policy
      • Diagnostic Tests
        • 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
          • Scan and Label a New Document
          • Split a .TIFF File That Contains Pages For Multiple Patients
          • Edit or Delete a Scanned Item
          • Capturing and Scanning Photo IDs
          • Scan and Save a Document to the Non-Patient Directory
          • Review Documents Received for Review
          • Link a Scan to Labs
          • Linking a Scan to Referrals
          • Importing PDF Files
          • Linking a Signature to a Provider
          • Adding Handouts Saved on Computer
          • Sign or Annotate a Document
          • Send a Document to Another Staff Member/Provider to Review
        • Viewing a Patient's Documents
          • Search for Documents
          • Review a Patient's Documents
        • Scanner Setup
          • Setting up Scanners
          • Set Scanning Page Limit
      • 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
      • eFax
        • eFax Overview
        •  Recording: eFax Virtual Learning Event (Presented May 4, 2022)
        • Getting Started with eFax (Implementation and Setup)
        •  eFax: Sending Faxes from OP (Outbound)
        • eFax: Receiving Faxes into OP (Inbound)
        • eFax: Usage Report and Audit Trail
      • 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)
            • 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
          • Medication Favorites and Validating NDCs
          • How can I manage the Medication List?
          • Manage Pharmacy Favorites
          • 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
          • Understanding Pharmacy Favorites + Address Book Relationship
        • Diagnostic Test Names
          • Add Additional Lab Facilities
          • Set My Default Labs
          • Create New In-House Diagnostic Tests
          • 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 Updated
          • 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
        • Archive Medical Records
          • Archiving Medical Records
          • Database Cleanup: Messages
          • Database Cleanup: Encounter Notes
          • Database Cleanup: Scanned Items
          • Database Cleanup: Referral Letters
          • Database Cleanup: Diagnostic Tests
          • Database Cleanup: Register (Patient Status)
        • Add, Edit Vital Sign Measurements
        • Accessing Resources
        • EPCS Setup
        • Using Risk Groups
        • Add, Edit, or Retire Encounter Questions
        • 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: Electronic Results Timeline
        • eLabs: Reconciling Lab Requisitions
        • eLabs: Change Healthcare Lab Network List
        • eLabs: Print a Lab Requisition or Label
      • 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
      • e-Prescribing and EPCS
        •  Webinar Recording & Slides: Critical Updates for eRx (Presented 6/24/2021)
        •  eRx Changes to Support New Script Standards and New Features/Functionality
        • 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
          • Writing Prescriptions: Office Vended or Sample
          • Writing Prescriptions: Writing an Order (Non-med) Prescription
          • Printing Prescriptions
          • Prescribing as a Proxy or Provider Agent
          • Cancel an Electronic Prescription
          • Refilling a Prescription
          • How to Use the e-Prescribing (e-Rx) Center
          • Change Request Generic Substitution
          • Change Request Prior Authorization
          • Change Request Therapeutic Interchange
          • Change Request Out of Stock
          • Change Request Drug Use Evaluation
          • Change Request Script Clarification
          • Change Request Prescriber Authorization
          • Using the Liquid Dose Calculator
          • NCPDP Medication Unit Changes and Crosswalk
          • Pharmacy Benefits Eligibility Checking
          • Specifying a Generic Medication
          • Renewal Requests
          • Add a Compound Medication
        • ePrescribing Support
          • Rite Aid/Walgreens Pharmacy Merger
          • ePrescribing Error Messages
          • ePrescribing: How Do I...
        • Office Practicum's Proprietary ePrescribing
          • ePrescribing: Required Fields
          • ePrescribing: Alternative Medications
          • Supervising Providers
          • Proxy (Prescriber Agent)
          • Eligibility Checking
          • Rx Norm
        • 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)
          •  CompletEPA (Electronic Prior Authorization) | Surescripts Video
          • Electronic Prior Authorization
          • ePA Overview
          • ePA Introduction
          • ePA Basics
          • ePA: Medication List
          • ePA: eRx Center
          • ePA Tasks
        • Editing Prescriptions
      • Immunizations & Vaccines
        • COVID-19 Vaccines
        • 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
        • Enter a Documented Immunity
        • View and Print Patient's Vaccine Record
        • Correcting Vaccines
        • Payback Vaccines
        • Borrowing Vaccines
        • Documenting Synagis
        • Patient Consent
        • Move or Share Vaccine Inventory
        • 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)
        • Bi-directional Immunization Information System (IIS): Benefits and Workflow
      • Implantable Devices
        • Add, Edit, and Delete an Implantable Device Entry
      • Promoting Interoperability (MU Stage 3)
        • Office Practicum Meaningful Use: CHPL ID/EHR Certification ID
        • 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
        • Implications of Changing QIC Reports
        • Export Meaningful Use QIC Data to Microsoft Excel
        • 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
          • CQM Calculations
        • 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
        • 2015 Edition EHR Certification Resources (OP 20)
      • Messaging
        • Create a Message
        • Respond to a Message
        • Comment on a Message
        • View Medical Summary and Demographics in a Patient Message
        • View Prior Messages
        • Invalidate a Message
        • Send, Reply To, or Acknowledge an Instant Message
        • Print Messages
        • Prescribe a Medication From a Message
      • 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: 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
        • Reactivate Notifications for a Parent/Patient Who Has Opted-Out
        •  OP Notify: Notification Reports
      • OP Patient Portal (InteliChart)
        • OP Patient Portal Learning Journey
          • Course 1: Prepare OP for the Patient Portal
            •  Lesson 1: Staff and Provider Directory
            •  Lesson 2: Patient Information
            •  Lesson 3: Appointment Type Cleanup: Scheduled Appointments
            •  Lesson 4: Appointment Type Cleanup: Visit Templates and Patient Chart Defaults
            •  Lesson 5: Visibility Levels
            •  Lesson 6: Complete Your Preparation
            • Knowledge Check | Course 1: Prepare OP for the Patient Portal
          • Course 2: Log Into and Navigate the Practice Portal
            •  Lesson 1: Validate Your Practice Portal Account and Log In
            •  Lesson 2: Navigation Panel and Dashboard Overview
            •  Lesson 3: Patient Administration
            • Knowledge Check | Course 2: Log Into and Navigate the Practice Portal
          • Course 3: Portal Setup and Configuration
            •  Lesson 1: Roles and Message Groups
            •  Lesson 2: Add Non-Clinical Staff
            •  Lesson 3: Add Providers
            •  Lesson 4: Add Clinical Staff
            •  Lesson 5: Portal Management: Locations, General Settings, and Setup
            •  Lesson 6: Portal Management: Advanced Links, Document Requests, Code Management, and Appointment Types
            •  Lesson 7: Review and Modify Page Templates
            • Knowledge Check | Course 3: Portal Setup and Configuration
          • Course 4: Appointment Request and Live Scheduling Setup
            •  Lesson 1: Scheduling Setup in OP
            •  Lesson 2: Scheduling Setup in the Practice Portal
            • Knowledge Check | Course 4: Appointment Request and Live Scheduling Setup
          • Course 5: Daily Portal Activities
            •  Lesson 1: View Portal Account Status and Generate Portal Registration PINs in OP
            •  Lesson 2: View Portal Account Status and Generate Portal Registration PINs in the Practice Portal
            •  Lesson 3: Respond to Messages in OP: Appointment and Refill Messages
            •  Lesson 4: Respond to Messages in OP: Referral and General Messages
            •  Lesson 5: Account Activities in the Practice Portal
            • Knowledge Check | Course 5: Daily Portal Activities
          • Course 6: Surveys
            •  Lesson 1: How and When Surveys Are Sent to the Patient Portal
            •  Lesson 2: Task Surveys Not Associated With a Visit Template
            •  Lesson 3: Rescore and Resend Surveys and Delete Survey Tasks
            • Knowledge Check | Course 6: Surveys
          • Course 7: Documents
            •  Lesson 1: Review Document Request Setup and Set the Document Default Expiration Date
            •  Lesson 2: Share Documents to the Patient Portal
            • Knowledge Check | Course 7: Documents
          • Course 8: Self-Registration
            •  Lesson 1: Setup to Enable Self-Registration in OP and the Practice Portal
            •  Lesson 2: Complete Registration in OP for a Self-Registered Patient New to the Practice
            •  Lesson 3: Complete an Established Patient's Self-Registration on the Patient Portal
            • Knowledge Check | Course 8: Self-Registration
          • OP Patient Portal Learning Journey Crosswalk
        • Getting to Know the InteliChart Portal
          • Top 5 Commonly Asked Questions About Portal Features and Accessibility
          • 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
          • Navigating the Practice Portal: Resource Diagram
        • Setting Up Your Practice's Portal
          • OP Practice Portal: Activate Account
          • Appointment Type Cleanup for OP Patient Portal and OP Notify 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: Surveys
          • OP Practice Portal: Page Template Descriptions
          • OP Practice Portal: Configure Provider Search
          •  OP Practice Portal: Configure Medical Record Requests
        • 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 Patient Portal: Portal Message Management
          • 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 Portal Registration PIN from the Appointment List (Practice Portal)
          • Issue a Portal Registration PIN from Patient Administration (Practice Portal)
          • Register a Patient While in the Office (With a PIN)
          • Workflow: PIN Generation for Multiple Patients of the Same Family
          • Complete Portal Self-Registrations in OP (New Patient Workflow)
          • Workflow: Provide Portal Access to an Additional Parent
          • OP Patient Portal: Automated Enrollment
        • Portal Processes & Workflows
          • Send a Message to the Patient Portal
          • Search for a Patient in the Practice Portal
          •  Add, Modify, or Remove Proxy Access to a Patient's Portal Account
          • OP Patient Portal: Send Bulk Message
          • OP Patient Portal: Patient Education Workflow
          • OP Practice Portal Reports
          • OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests
          • OP Patient Portal: Labs
          • 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 Practice Portal: Patient Update Workflow
          • Resend a Survey that Failed to be Delivered to the Portal
          • Update Portal Account Status
          • OP Patient Portal: Medications
          • OP Patient Portal: Problem List
          • 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
          • COVID Clinic
            • COVID Clinic Setup Step 1 of 3: Set Up OP User, Appointment, and Template(s)
            • COVID Clinic Setup Step 2 of 3: OP Calendar Setup
            • COVID Clinic Setup Step 3 of 3: InteliChart Practice Portal Setup
          • OP Practice Portal: Deactivate Staff and Providers
          • OP Practice Portal: Limit or Remove Parent Access to a Portal Account + Issue a PIN to a Minor
          • Resetting Patient and Practice Portal Passwords
          • OP Patient Portal: Managing Medication Refill Requests
          • OP Patient Portal: Managing Referral Requests
          • OP Patient Portal: Patient Reaches Age of Maturity (Minor Age Limit)
        • OP Patient Portal (InteliChart) FAQs
          • Why are parents receiving unexpected email notifications?
          • 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 has reached the Minor Age Limit?
          • 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?
          • 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?
          • Can a parent print their child's Lab results 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?
          • Are patient accounts disabled on the Patient Portal when their status is updated to Transferred in OP?
        • OP Patient Portal: Parent Experience
          • OP Patient Portal: Parent Toolkit
          •  OP Patient Portal Parent Experience: Patient Portal Navigation Video (English)
          • OP Patient Portal Parent Experience: Complete Registration with a PIN (English) QRG
          •  OP Patient Portal Parent Experience: Patient Portal Navigation Video (Spanish)
          • 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
        • 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
      • Patient Recalls
        • 6 Strategies to Improve Well Visit Rates
        • Demographic Analysis and Recall Overview
        •  Demographic Analysis and Recall: Create a Patient Demographics List
        •  Demographic Analysis and Recall: Run a Clinical Recall Report
        • Diagnosis Recall Criteria
        •  Demographic Analysis and Recall: Run a Care Plan Recall Report
        •  Demographic Analysis and Recall: Run a Vaccine Status Recall Report
        •  Demographic Analysis and Recall: Run a Vaccines Given Report
        •  Demographic Analysis and Recall (DAR) Send Messages for Recall
        • Print Labels from the Demographic Analysis/Recall Report
        • Demographic Analysis and Recall: Saved Reports
        • Commonly Used Patient Recall SQLs
      • 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
        • Checklist: Inactivate a Provider
      • 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
        • Manage CDA Export Jobs
        • CDA Reconciliation Errors
      • 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 and Phone Number
          • 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 Notes/Add'l Info to a Patient's Chart
          • 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
          • Insurance Validation Errors
        • Schedule
          • Schedule an Appointment
          • Copy an Appointment
          • Delete an Appointment
          • Locating the Next Available Time Slot
          • 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
          • Print the Schedule
        • Check In
          • Checking in a Patient
          • Validate Insurance
          • Entering a Copay or Other Patient Credit
          • 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
          • Print a Missed School or Work Note
          • Standard and Custom Patient Forms/Reports
        • Curbside
          • Curbside: Scheduling and Workflow
          • Curbside Arrival Flyer
        • Phreesia
          • Phreesia: Setup in OP
          • Phreesia: Appointment Workflow
          • Phreesia: Inbound Documents Workflow
          • Phreesia: Payment Workflow
          • 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
        • OP Clinical Analytics
          •  Webinar Recording: Mental Health Monitor (Presented Dec. 9, 2022)
          • Clinical Analytics: Overview and Patient Enrollment
          • Clinical Analytics: Mental Health Monitor
          • Clinical Analytics: Exporting
        • OP Financial Analytics
          •  Navigating Financial Analytics in OP
          • Financial Analytics: Understanding the Data and How to Compare It to OP Data
          • Financial Analytics: Practice Summary
          • Financial Analytics: Denial Summary
          • Financial Analytics: Accounts Receivable
          • Financial Analytics: AR History
          • Financial Analytics: Trends
          • Financial Analytics: Vaccines
          • Financial Analytics: Vaccine Trends
          • Financial Analytics: Insurance A/R Worklist
          • Financial Analytics: Patient A/R Worklist
          • Financial Analytics: Denial Worklist
          • Exporting Dashboard Data from Financial Analytics
          • Financial Analytics: Key Metrics
        • 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
        • Audit Logs Usage
        • Visit Status Change Codes
        • Diagnostic Test Status Change Codes
        • Designing Reports
        • Clipping and Saving from the Clip-and-Save SQL Library
        • 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
        • SQL: Firebird and MySQL Differences
      • Surveys
        • Complete a Survey
        • 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
          • CHADIS: Teacher Survey
          • Messages for CHADIS Survey Failures
          • CHADIS: Adolescent Survey
          • CHADIS: Validate Surveys
          • CHADIS Survey Library Updates: 2021
          • CHADIS: Create Report
      • Task Management
        • Assign Default Tasks to Specific Departments
        • View and Complete 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
        • Telehealth / Telemedicine Insurance Payer Resources By State
  • COVID-19 Vaccines
    • COVID-19 Vaccine Resources
    • COVID-19 Vaccines and OP
      • COVID-19 Vaccine Information
      •  Change Expiration Date on Administered COVID-19 Vaccines
      • Future COVID-19 Vaccine Information Updated
    •  Recording & Slides: OP Enhancements to Support COVID-19 Vaccine Administration
    • AAP Resource: Color-Coded COVID Vaccine Dosing Quick Reference Guide
  • On-Demand Webinar Recordings
    • OP Product & Feature Learning Events
      •  Webinar Recording: Mental Health Monitor (Presented Dec. 9, 2022)
      •  Recording: eFax Virtual Learning Event (Presented May 4, 2022)
    • Financially-Focused Recordings
      •  Webinar Recording: Managing the Financial Health of Your Practice
      •  Find Fully Paid CPTs and Give Yourself a Pay Raise
      •  Updating Your Practice Fee Schedule
      •  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 (Parts 1 and 2)
      •  Fireside Chat: Contactless Payment
    • Clinically-Focused Recordings
      •  Webinar Recording: Closing the Loop on Care
      •  Webinar Recording: Preparing for Flu Vaccine Season in Times of Social Distancing
      •  Performing Telehealth Well Visits
      •  Webinar Recording: Leveraging Telehealth Templates for Sick and Well Visits
    • Practice Workflow and Efficiency Recordings
      •  Add a COVID-19 Self Assessment to Your Practice's Website!
      •  Webinar Recording & Resources: Understaffed & Overworked? Efficiency is the Name of the Game
      •  Webinar Recording & Resources: Managing High Visit Volume in Cold/Flu/Vaccination Season
      •  Webinar Recording: It's Time: Rethink How You Communicate with Your Pediatric Families
      •  Webinar Recording & Resources: Fill Your Pediatric Practice Schedule!
      •  Rethinking Your Patient Workflow with Social Distancing in Mind
      •  Webinar Recordings: COVID-19 Survival Checklist Series (Parts 1-5)
      •  Fireside Chat: Large Practice Lessons Learned
      •  Fireside Chat: Preparing Your Practice for Tomorrow with Kateri Haskett
      •  Fireside Chat: Preparing Your Practice for Tomorrow with Jeff Mathis
      •  Fireside Chat: Preparing Your Practice for Tomorrow with Dr. Barbara Periard
      •  Fireside Chat: Preparing Your Practice for Tomorrow with Matthew Carreira
  • OP Training Solutions
  • Quick Reference Guides (QRG)
    • OP QRGs
      • OP All Roles QRGs
        • Document Management QRG
        • Messaging QRG
        • Navigating the Help Center QRG
        • Phrase Construction QRG
      • OP Billing QRGs
        • Billing QRG
        • Fixing Claims QRG
        • Maintaining Healthy A/R QRG
        • Managing Patient Credits and Balances QRG
        • Posting ERAs QRG
      • OP Front Desk QRGs
        • Front Desk QRG
        • Register a Patient QRG
        • Schedule Slots QRG
      • OP Provider & Clinical QRGs
        • Clinical QRG
        • Provider QRG
        • Diagnostic Setup QRG
        • Managing Templates QRG
        • Additional Template Features QRG
        • Vaccine Inventory QRG
    • eLabs QRGs
      • eLabs: Creating Requisitions QRG
      • eLabs: Match Unmatched Results QRG
      • eLabs: Creating and Maintaining an eLabs Preference List QRG
      • eLabs: Setting Up Printers for eLabs QRG
    • OP Notify QRGs
      • OP Notify: Practice Administrator QRG
      • OP Notify: Email Templates QRG
      • OP Notify: Create Appointment Reminder Events QRG
      • OP Notify: Generic Provider Events QRG
      • OP Notify: On Demand Notification QRG
      • OP Notify: Reports 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?
      • What statuses make a requisition show in the list for possible matching OP requisitions?
    • 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
  • 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 Compatibility
    • 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
      •  How to Run OP Updates Video
      • Before Updating
      • 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
      • On-Premise Server Access Requirement
    • 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?
      • Printing Within OP Cloud
    • 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
      • LKArchive
        • LKArchive: View Patient Records
      • 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
            • Auto-Matching Criteria for Incoming Lab Results Via Lab Importer
        • 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
      •  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
      •  Edit Vaccine from Complete List Video
      •  Enter Historic Vaccine (New) from Complete List Video
      •  Document an Immunity Video
      •  Document an Adverse Reaction 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
  • 21st Century Cures Act
    • Identify Sensitive Data
    •  21st Century Cures Act Short: The Problem List
    •  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
    • Identify and Clean Up Invalid Phone Numbers
  • OP Client Newsletter
    • OP Client Newsletter: October 2022
    • OP Client Newsletter: September 2022
    • OP Client Newsletter: August 2022
  • OP Community Listservs
  • Office Practicum Medical Home and Meaningful Use Training
    •  What It Means to Be a Patient-Centered Medical Home (2 Part Series)
    • Dr. Berman's MU Corner
    • Office Practicum Medical Home Training
  • Important Flu Season Information
    • Flu Season Information (2022-2023)
      • 2022-2023 Flu Vaccine Product Information
      • 2022-2023 Flu Season: External Resources
      • 2022-2023 Flu Season: OP Vaccine Resources
    • Flu Season Information (2021-2022)
      • 2021-2022 Flu Vaccine Product Information
      • 2021-2022 Flu Season: External Resources
      • 2021-2022 Flu Season: OP Vaccine Resources
  • Our Medical Director's Corner
    • Speaking from Experience
      •  Running on Time: Creating a Culture Where Time is Respected
      •  Balancing Practice Needs with Illness Spread
      •  The Importance of Creating Ongoing Learning in a Pediatric Practice
    •  Risk Stratification: The Why and the How Video Series
    • Diagnostic Test Results Scope and Data Maintenance
    • Specialty Growth Curves
    • Office Practicum and Bright Futures Handouts
    • Implications of Changing QIC Reports
    • The Importance of Finalizing Notes in a Timely Fashion
    • Payer Audits: Be Prepared!
    • Maximizing Diagnoses on Claims: Overview and FAQ
    • Badge Counts and Alerts
    • Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
    • Sample Letters
      • Sample Letter: Direct Messaging To a Medical Network Colleague
    • Clinician Reference Tools & Resources
      • Clinician Reference Tools & Resources: Bright Futures
  • Trending Support Articles
    • Support Trends
  • Client Server to Cloud Transition
    • Considering the Cloud
      • Overview and Benefits of the Cloud
      • Cloud FAQs
      • Minimum Requirements
      • Privacy and Safeguards
    • What to Expect During Transition
      • Checklist for Transition
      • Specifications and Hardware
        • Hardware Comparison
        • Network
        • Cloud Peripherals
        • Migration of Services
    • Installation (What You Need to Do)
      • Installation on a Workstation
      • Installation on Mac OSX
      • Installation on an iPad
      • Instamed Swipe Device Setup
    • Post Installation (Functional Changes)
      • Importing/Exporting/Saving Files
        • Templates
        • Importing Documents
        • Export Vendor Files
        • Saving Reports
        • Save Files
  • Product Information & Updates
    • OP Product Introductions
      •  Introduction: eFax
      •  Introduction: OP Financial Analytics
    • Product Roadmap Video Library
      •  Product Roadmap: Q2 2022 Videos | Clinical, Practice Management and Remedy Suite
      •  Product Roadmap: Q1 2022 Videos | Clinical, Interoperability, and Practice Management
      •  Product Roadmap: Q4 2021 Videos | Clinical and Practice Management
      •  Product Roadmap: Q3 2021 Video
      •  Product Roadmap: Q2 2021 Videos | Clinical, Practice Management, and Interoperability
      •  Product Roadmap: Q1 2021 Video
      •  Product Roadmap: Q4 2020 Video
      •  Product Roadmap: Q3 2020 Video
      •  Product Roadmap: Q2 2020 Video
    • Product Minute Videos
      •  Product Minutes: Prescription Dosing
      •  Product Minutes: New Portal Product Launch
      •  Product Minutes: Auto-populating BMI
      •  Product Minutes: Vital Signs
      •  Product Minutes: View Plan History
  • Reports Catalog and Descriptions
    • School Camp Forms
  • OP Ideas Portal
    • Overview of the OP Ideas Portal
    • How to Use the OP Ideas Portal
    • How an Idea Becomes a Feature
    • Terms of Use
  • OP RCM Client Corner
    • RCM Life Newsletter
      • RCM Life Newsletter: January 2023 Edition New
      • RCM Life Newsletter: November 2022 Edition
      • RCM Life Newsletter: October 2022 Edition
      • RCM Life Newsletter: September 2022 Edition
      • RCM Life Newsletter: August 2022 Edition
      • RCM Life Newsletter: July 2022 Edition
      • RCM Life Newsletter: June 2022 Edition
      • RCM Life Newsletter: May 2022 Edition
      • RCM Life Newsletter: April 2022 Edition
      • RCM Life Newsletter: March 2022 Edition
      • RCM Life Newsletter: February 2022 Edition
      • RCM Life Newsletter: January 2022 Edition
      • RCM Life Newsletter: December 2021 Edition
      • RCM Life Newsletter: November 2021 Edition
      • RCM Life Newsletter: October 2021 Edition
      • RCM Life Newsletter: September 2021 Edition
      • RCM Life Newsletter: August 2021 Edition
      • RCM Life Newsletter: July 2021 Edition
      • RCM Life Newsletter: June 2021 Edition
      • RCM Life Newsletter: May 2021 Edition
      • RCM Life Newsletter: March 2021 Edition
    • OP RCM Client Corner: Training Plan and Resources
    • OP RCM Client Corner: Did You Know?
      • RCM Client Corner: Address Issues
      • RCM Client Corner: Holding Superbills
      • RCM Client Corner: Eligibility
      • RCM Client Corner: "Ready to Bill"
      • RCM Client Corner: Entering Hospital Charges
      • RCM Client Corner: Scanning into the Non-Patient Directory
      • RCM Client Corner: No Show/Cancellations
      • RCM Client Corner: Billing for Telemedicine Prior to OP 20.0.15
      • RCM Client Corner: Billing for Telehealth with OP 20.0.15
      • RCM Client Corner: Scrubbing Superbills and Common Modifiers
      • RCM Client Corner: Patient Credits
      • RCM Client Corner: Correcting Patient Payments
      • RCM Client Corner: Entering Insurance for Newborns with Pending Eligibility
      • RCM Client Corner: OP Claims Scrubber New
      •  RCM Client Corner: OP Claims Scrubber Video New
    • OP RCM Client Corner: Videos
      •  RCM Client Corner: "Ready to Bill" Billing Status Video
      •  RCM Session 1: Insurance Entry and Validation Video
      •  RCM Session 2: Scrubbing Superbills and Marking them Ready Video
      •  RCM Session 3: Patient Payments and Balancing Video
      •  RCM Session 4: Reports
  • Clip-and-Save SQL
    • Clip-and-Save SQL: Quickstart!
    • Clip-and-Save SQL Library
    • Fixing Blue or White Boxes in SQL
  • The PediaTricks Podcast
    • PediaTricks Podcast Episode 67: Just in Time Resources - Meeting You Where You're At New
    • PediaTricks Podcast Episode 66: Cures Act and OP - What You Need to Know
    • PediaTricks Podcast Episode 65: Reducing No Shows in OP with OP Notify (and more!)
    • PediaTricks Podcast Episode 64: Leveraging Technology in the Substance Use Landscape
    • PediaTricks Podcast Episode 63: Community Integration Services
    • PediaTricks Podcast Episode 62: Past, Present and Future of the EHR
    • PediaTricks Podcast Episode 61: Feeling the Burn - Managing Physician Burnout
    • PediaTricks Podcast Episode 60: Type I Diabetes - Tracking Via Technology
    • PediaTricks Podcast Episode 59: SEO + Acquiring New Patients
    • PediaTricks Podcast Episode 58: The Bipartisan Safer Communities Act
    • PediaTricks Podcast Episode 57: Protecting and Innovating with VacLogic+
    • PediaTricks Podcast Episode 56: Practice KPIs - What You Don't Know Can Hurt You
    • PediaTricks Podcast Episode 55: Trauma Informed Care
    • PediaTricks Podcast Episode 54: Clinical Integrated Networks (CINs)
    • PediaTricks Podcast Episode 53: Behavioral Health Services at Capacity
    • PediaTricks Podcast Episode 52: Telehealth - Not Just for Pandemics
    • PediaTricks Podcast Episode 51: Youth Suicide Prevention - When "Fine" Isn't Fine
    • PediaTricks Podcast Episode 50: Pediatric Mental Health - Seeing the Whole Child
    • PediaTricks Podcast Episode 49: No Surprises in Patient Billing
    • PediaTricks Podcast Episode 48: Interoperability - A World of Change in Healthcare
    • PediaTricks Podcast Episode 47: Highlighting Listening to Our Kids
    • PediaTricks Podcast Episode 46: Pediatric Mental Health in the Pandemic
    • PediaTricks Podcast Episode 45: Staying Connected With Families and Staff
    • PediaTricks Podcast Episode 44: Medicaid, Your Patients, and Your Practice
    • PediaTricks Podcast Episode 43: The Many Dimensions of Infant Mental Health
    • PediaTricks Podcast Episode 42: LMS (Learning Made Simple)
    • PediaTricks Podcast Episode 41: Employee Engagement
    • PediaTricks Podcast Episode 40: How Gaming Can Help Heal
    •  PediaTricks Podcast Episode 39: Social Media Optimization For Your Practice
    •  PediaTricks Podcast Episode 38: Linking Families For Ease of Care
    • PediaTricks Podcast Episode 37: Accommodating Learner Time & Space with eLearning
    •  PediaTricks Podcast Episode 36: Providing Care With Grace in Stressful Times
    •  PediaTricks Podcast Episode 35: The Many Forms of Pediatric Success
    •  PediaTricks Podcast Episode 34: KPIs with Feelings
    •  PediaTricks Podcast Episode 33: Automated Portal Enrollment
    •  PediaTricks Podcast Episode 32: EHR Workflow Efficiency
    •  PediaTricks Podcast Episode 31: Getting From Here to There | Referrals & Transitions of Care
    • PediaTricks Podcast Episode 30: How OP Has Helped Clinics Fight COVID
    • PediaTricks Podcast Episode 29: Celebrating 35 Years of Growth!
    • PediaTricks Podcast Episode 28: Where Have All My Patients Gone? Engaging via Telehealth
    • PediaTricks Podcast Episode 27: Would You Like Fries With That - Optimizing Your Practice Schedule
    • PediaTricks Podcast Episode 26: More Toolbox Than Tool - The OP Help Center
    • PediaTricks Podcast Episode 25: The Onboarding Experience
    • PediaTricks Podcast Episode 24: The Provider-Practice Connection
    • PediaTricks Podcast Episode 23: Revenue Streams Streamlined
    • PediaTricks Podcast Episode 22: Set Up for Recall Success
    • PediaTricks Podcast Episode 21: Monitoring Your Financial Vitals
    • PediaTricks Podcast Episode 20: Loving What We Do!
    • PediaTricks Podcast Episode 19: Implementation Tips & Tricks for Smooth Transition
    • PediaTricks Podcast Episode 18: 2021 Goals for OP | Looking Forward to the New Year
    • PediaTricks Podcast Episode 17: Demand for Your Brand
    • PediaTricks Podcast Episode 16: All You Ever Wanted to Know About E/M Coding (But Were Afraid to Ask)
    • PediaTricks Podcast Episode 15: 21st Century Cures Act
    • PediaTricks Podcast Episode 14: Interoperability: Playing Well with Others
    • PediaTricks Podcast Episode 13: Medical Decision Making Made Easy(er)!
    • PediaTricks Podcast Episode 12: Revisiting Portal and Support
    • PediaTricks Podcast Episode 11: Long Tail of Learning
    • PediaTricks Podcast Episode 10: Strong Partners
    • PediaTricks Podcast Episode 9: Influential Positivity
    • PediaTricks Podcast Episode 8: Up in the Clouds
    • PediaTricks Podcast Episode 7: Mobilizing OP
    • PediaTricks Podcast Episode 6: Close From a Distance
    • PediaTricks Podcast Episode 5: Recalling the DAR
    • PediaTricks Podcast Episode 4: Mapping Out OP's Products
    • PediaTricks Podcast Episode 3: Portal With a Purpose
    • PediaTricks Podcast Episode 2: Knowledge Across the Learning Ecosystem
    • PediaTricks Podcast Episode 1: Support When You Need It
    • Pilot Episode: PediaTricks Podcast
  • eLearning Corner
    • The Benefits of eLearning - Jan 2023
  • Coronavirus (COVID-19) Updates from OP
    • Featured Resources
      • Pediatric Practice Survival Checklist for COVID-19
      • On-Demand Patient Record Retrieval Service Now Available!
      • PMI COVID-19 Business Impact Forum and Webinar Series
      •  Responding to the COVID-19 Crisis – Balancing Patient & Practice Needs
    • Clinical, Coding & Billing
      • Cigna Telehealth Billing Rules (March 2020)
      •  AAP: Coding During the COVID-19 Pandemic Webinar Recording
      • New CPT Codes for COVID-19
      • ICD-10 Coding for COVID-19
      • Visit Template: SUSPECTED COVID-19 (CORONAVIRUS)
      • COVID-19 Practice Crowdsourced Ideas
    • Financial Solutions
      • Texas Medical Association: COVID-19 Financial Guide
      • State by State COVID Help and Small Business Loan Help Links
      • Use Your OP SQL Recalls to Identify Overdue Visits
    • Exploring Telehealth
      • Telehealth/Telemedicine Payer Resources by State
      • Exploring Telehealth: Templates and Billing Tips
      •  AAP Telehealth and COVID-19 Webinar Recording with Dr. Sue Kressly
      • 03/17/20: Triage Protocols: Anytime Pediatrics and ClearTriage
      • Charting and Billing Workflow for Telehealth Video
    • Links to External Resources
      • AAP News: AAP Issues Guidance to Ensure Continued Care for Children During Pandemic
      • Vaxopedia: Get All of Your COVID-19 Questions Answered
      • Coding for COVID-19 and Non-Direct Care
      • 3/23/20: AAP COVID-19 Resources and Updates for Pediatricians
      • Coding at the AAP
      • AAP News: Coronavirus disease outbreak coverage
      • AAP Red Book Online: 2019 Novel Coronavirus (COVID-19) Infections
      • CDC: COVID-19 Information for healthcare professionals
      • World Health Organization: Coronavirus
      • HealthyChildren.org: 2019 Novel Coronavirus (COVID-19)
      • State Notices on Telehealth Policy in Response to COVID-19
      • PMI COVID-19 Forum
  • Tips & Tricks for Using the OP Help Center
    •  OP Help Center Tips & Tricks: Subscribe to Content Updates!
    •  OP Help Center Tips & Tricks: Finding Your Way with Search!
    •  OP Help Center Tips & Tricks: Using Interactive Videos
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Getting Started With OP Videos

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 All Roles - Getting Started with Office Practicum 19- Video
 All Roles - Key How To Steps OP 19 - Video
 All Roles - Personalize the Navigation Panel OP 19 - Video
 All Roles - Personalize Encounter Navigation Panel OP 19 - Video
 All Roles - Using Tabbed Interface and Multi-Patient Mode OP 19 - Video
 All Roles - Customize the Ribbon OP 19 - Video

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