We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Importing PDF Files

Version 14.19
Path: Clinical or Practice Management tab > Document Management button
  1. Click the New Document button in the Manage Documents window.
  2. Click the Import Documents dropdown menu and select Import PDF.
  3. Search for the PDF file you want to import, select it, and click the Open button.  The imported file will appear in the thumbnails panel.
  4. Enter the following information into the document details panel:
  • Patient Name or ID: Search: Click the Search button ,  the Patient Directory will open.  Select the patient that will have the PDF attached.
  • Item Type: Identify what part of the medical record the document belongs in(ex: chart, insurance, referral letter, etc).
  • Item Category: Indicates more specifically as to where PDF this document belongs in the database.
  • Created by: Initials of the staff member who scanned in the document.
  • Reviewed?: Determines whether the document will appear in the addresses scanned inbox to review at a later date.
  • Privacy Level: Limits access to those staff members with the corresponding visibility privileges.
  • Status of Original: Indicates the location or status of the original document.
  1. Click the Save button.
Note:  Only one PDF image may be imported at a time.  When importing a PDF you will get a message at the top of the database image panel stating the page limit has been reached.
Version 14.10
Path: Smart Toolbar > Docs button > New Document
  1. Click the Docs button on the smart toolbar to open the Document Management window.
  2. Click the New Document button.
  3. Click the Import PDF button from the Import dropdown in the Acquisition panel.
    .
  4. Search for the PDF file you want to import, select it, and click the Open button.  The imported file will appear in the thumbnails panel.
  5. Enter the following information into the document details panel:
  • Patient Name or ID: Search: Click the Search button ,  the Patient Directory will open.  Select the patient that will have the PDF attached.
  • Item Type: Identify what part of the medical record the document belongs in(ex: chart, insurance, referral letter, etc).
  • Item Category: Indicates more specifically as to where PDF this document belongs in the database.
  • Created by: Initials of the staff member who scanned in the document.
  • Reviewed?: Determines whether the document will appear in the addresses scanned inbox to review at a later date.
  • Privacy Level: Limits access to those staff members with the corresponding visibility privileges.
  • Status of Original: Indicates the location or status of the original document.
  1. Click the Save button.
Note:  Only one PDF image may be imported at a time.  When importing a PDF you will get a message at the top of the database image panel stating the page limit has been reached.