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.

How do I input paper document or insurance card?

To input a new paper document, follow the steps below:

  1. Click the Docs button.
  2. Click on New Document.
  3. Click on the scanner button.
  4. Perform the scan.
  5. Move the item from the Sketch panel to the Thumbnail pane (2nd column).
  6. If the patient wasn't selected from the calendar, search for the patient next to Patient ID.
  7. Fill in the proper fields and click Save.

To input an insurance card, follow the steps below:

  1. Click the Docs button.
  2. Click on New Document.
  3. Click on the card scanner button.
  4. Perform the scan.
  5. Move the item from the Sketch panel to the Thumbnail pane (2nd column).
  6. If the patient wasn't selected from the calendar, search for the patient next to Patient ID.
  7. Fill in Type of Item as :INSURANCE
  8. Click in Item Category, select first icon, and choose the proper Document Category if applicable.
  9. Click the Save button.