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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.