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OP Compliance Corner
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Our Medical Director's Corner
Tips & Tricks for Using the OP Help Center
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What's New
How To
On-Demand Webinar Recordings
OP Training Solutions
Quick Reference Guides (QRG)
FAQs
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Videos
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Product/Support Information & Updates
OP Compliance Corner
Clip-and-Save SQL
Our Medical Director's Corner
Tips & Tricks for Using the OP Help Center
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OP 21 Release Notes
Office Practicum Release Updates: Version OP 21.3
Office Practicum Release Updates: Version OP 21.2
Office Practicum Release Updates: Version OP 21.1
Office Practicum Release Updates: Version OP 21.0
OP Supplemental Release Articles
New Calendar - OP 21.3
New Calendar Articles
New Calendar Overview
New Calendar Setup
Creating a Schedule Using Slots For Multi-Location
OP 21.3 - Set Calendar Display Preferences
New Calendar Checklist - Single Location Practices
New Calendar Checklist - Multi-Location Practices
New Calendar Videos
OP 21.3 - New Calendar Overview - Quick Tip Video
OP 21.3 - New Calendar Setup - Quick Tip Video
OP 21.3 - Appointment Types, Zones, Templates, and Slots - Quick Tip Video
OP 21.3 - Appointment Zones and Their Functions - Quick Tip Video
OP 21.3 - Single Location Calendar Overview - Quick Tip Video
OP 21.3 - Multi-Location My View Customization - Quick Tip Video
New Calendar FAQs
Cloud Import/Export Workaround
Clinical Exchange Lab Restoration Listing
On-Premise Practices: WebView2 Installation Instructions
Risk Assessment, Goals, and Interventions Tracker New Features - OP 21.3.46
Enabling Strong Passwords 21.3.34
Multi-EPCS Changes 21.3.34
ePA Overview - Quick Tip Video (Coming Soon!)
ePA Basics with Priority (Coming Soon!)
Keycloak - Reset Role and Reset Password Resolution
OPEN 22 Update Instructions
OP Notify to PMX+ Automated Messages Migration: What You Need to Know
PMX Credits Communication - OP 21.2 Release
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 3.5.27
InteliChart Release 3.5.25
InteliChart Release 3.5.24
OP & InteliChart Release 3.5.24 Webinar Recording
InteliChart Release 3.5.23
InteliChart Release 3.5.22
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
VacLogic+ Release Notes
VacLogic+ Release Updates: Version 1.3
VacLogic+ Release Updates: Version 1.4
VacLogic+ Release Updates: Version 1.5
VacLogic+ Release Updates: Version 1.6
Release Notes 21.4
21.4 Release Rollout is Underway!
How To
Overview
Getting Started with OP
Getting Started With OP Videos
Getting Started with OP Video
Key How To Steps OP Video
Personalize the Navigation Panel OP Video
Personalize Encounter Navigation Panel OP Video
Using Tabbed Interface and Multi-Patient Mode OP Video
Customize the Ribbon OP Video
How to Log Out of All Sessions - Quick Tip Video
Converting from Paper Charts to Electronic Charts
Keyboard Shortcuts in OP
Menu Navigation
Search for a Patient
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
Enable and Customize the Patient Banner
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
System Preferences: Demographics
Billing
Billing Setup
Diagnosis Codes
ICD-10 Code Updates Effective 10/1/2024
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
OP AWARE Videos
OP Aware Add CPT Code - Quick Tip Video
OP Aware Edit CPT Code Add NDC - Quick Tip Video
OP Aware Edit Code to Add Modifier - Quick Tip Video
OP Aware Remove CPT Code - Quick Tip Video
OP Aware Override Place of Service - Quick Tip Video
Payment Processing Rules Module
Payment Processing Rules - Overview
Payment Processing Rules - Triggers
Payment Processing Rules - Actions
Payment Processing Rules - View and Edit Rules
Payment Processing Rules - Inactivate Rules
Choosing a Clearinghouse
Customizing the OP Superbill
The $ED Record
Tax ID Setup
Group NPI Setup
Set Superbill Stage Defaults
Superbill Created By Column Crosswalk
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
Billing Center
Enabling Billing Center Permissions
Billing Center: Billing Performance Tab
Billing Performance: Encounter Note Status (Sick and Well)
Billing Performance: Superbills
Billing Performance: Claim Status (Most Recent 90 Days)
Billing Performance: Claim Turnaround Metrics
Billing Performance: Patient Credits
Billing Performance: Patient Statements
Billing Center: AR Summary Tab
A/R Summary: AR Aging
A/R Summary: Last 10 Days where Daysheets Processed
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 Payer 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
Billing Videos
Billing Setup - Fee Schedule Maintenance Video
Billing Setup - Insurance Contracts Video
Superbills Badge Count - Quick Tip Video
Rejections from the Clearinghouse - Quick Tip Video
Rejections from the Payer - Quick Tip Video
Referring Provider Rejections - Quick Tip Video
InstaMed Clearinghouse Video
Process Payments with InstaMed Video
How to Correct a Claim - Quick Tip Video
How to Recreate a Claim - Quick Tip Video
How to Print Past Receipts - Quick Tip Video
How to Print Past Statements - Quick Tip Video
2022 Place of Service and Modifier Updates
Creating A Customized Good Faith Estimate (GFE) Form in Office Practicum
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
Care Plans Videos
Care Plans Overview - Quick Tip Video
Care Plans Test Not Completed - Quick Tip Video
Care Plans Troubleshooting - Quick Tip Video
Care Plans Building Triggers and Conditions - Quick Tip Video
Care Plans Actions - Quick Tip Video
Care Plans Item Definition Does Not Match - Quick Tip Video
Care Plans Items - Quick Tip Video
Care Plans CQM Lists - Quick Tip Video
Carequality
Carequality Overview
Getting Started with Carequality (Implementation and Setup)
Request Documents for a Patient Through Carequality
Carequality Outbound Patient Data
Carequality Overview - Quick Tip Video
Carequality Permissions - Quick Tip Video
Carequality Document Requests - Quick Tip Video
Carequality Outbound Pt Info - Quick Tip Video
Carequality Privacy - Quick Tip Video
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)
Apply Prior Encounter Notes and Messages to an Encounter Note
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
AAP Guidance for Social Determinants Screening
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
Add a Diagnosis to Problem List from an Encounter or Well Visit Note
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
Claim Scrubber
Claim Scrubber Overview
Claim Scrubber Setup
Claim Scrubbing When Converting a Superbill to a Claim
Navigating the Claims in Review Tab
Claim Scrubber Impact on Other Billing Areas
Claim Scrubber Videos
OP Claim Scrubber Overview Video
OP Integrated Claim Scrubber Introduction - Quick Tip Video
OP Integrated Claim Scrubber Setup - Quick Tip Video
OP Integrated Claim Scrubber Claims in Review Tab - Quick Tip Video
OP Integrated Claim Scrubber Claim Status History - Quick Tip Video
Data Governance/Maintenance
OP Data Cleanup
SAMPLE: Data Maintenance Office Policy
Diagnostic Tests
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
How do I Archive a Laboratory?
Complete Diagnostic Tests For Inactive Providers
How do I Print a Label
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
Scanning Signatures To New Providers - Quick Tip Video
Linking Signatures To New Providers - Quick Tip Video
Viewing a Patient's Documents
Search for Documents
Review a Patient's Documents
Scanner Setup
Setting up Scanners
Set Scanning Page Limit
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
eFax: Overview - Quick Tip Video
eFax: Setup - Quick Tip Video
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)
Templates
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
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
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)
Database Cleanup: Tasks
Add, Edit Vital Sign Measurements
Accessing Resources
EPCS Setup
Using Risk Groups
Add, Edit, or Retire Encounter Questions
Add, Edit Developmental Milestones
Risk Groups: Overview - Quick Tip Video
Risk Groups: Adding a Group - Quick Tip Video
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
eLabs Videos
eLabs Overview - Quick Tip Video
eLabs Completing the Form - Quick Tip Video
eLabs Searching For Tests - Quick Tip Video
eLabs Sending the Orders - Quick Tip Video
eLabs Checking Order Status - Quick Tip Video
eLabs Viewing Results - Quick Tip Video
eLabs Unmatched Results Tab - Quick Tip Video
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
Writing Prescriptions: Office Vended or Sample
Writing Prescriptions: Writing an Order (Non-med) Prescription
Editing Prescriptions
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)
ePA Overview
ePA Introduction
ePA Basics
ePA: Medication List
ePA: eRx Center
ePA Tasks
ePA Worklist - Quick Tip Video
e-Prescribing and Medications Videos
Prescribing Controlled Substances with PDMP Video
How to Validate NDCs for Prescriptions - Quick Tip Video
How to Update Pharmacy Favorites - Quick Tip Video
How to Update and Maintain Medication Favorites - Quick Tip Video
Prescription Writer Pharmacy Selection - Quick Tip Video
Prescription Writer Type Ahead - Quick Tip Video
How to Find Pharmacies in Clinical Contact
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
Immunizations & Vaccines
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
Beyfortus 2ml Administration - Quick Tip Video
Beyfortus Quick Recall - Quick Tip Video
Vaccine Inventory Overview - Quick Tip Video
Vaccine Inventory: Product Table - Quick Tip Video
Vaccine Inventory: Inventory Reporting - Quick Tip Video
Vaccine Inventory: Borrowing and Payback - Quick Tip Video
COVID-19 Vaccines and OP
COVID-19 Vaccine Information
COVID-19 Vaccine Resources
Change Expiration Date on Administered COVID-19 Vaccines
Future COVID-19 Vaccine Information
AAP Resource: Color-Coded COVID Vaccine Dosing Quick Reference Guide
How do I add Fall 2023 Monovalent COVID vaccines to my OP?
Beyfortus Resources
Measles Outbreaks, Early MMR: Implications for VacLogic+
Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
Order an Immunization
Resolving Vaccine Registry Rejections
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
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
Bi-directional Immunization Information System (IIS): Benefits and Workflow
Immunization Registries: Best Practices
VIS Links in the Patient Education Library
Synagis: Document Like a Vaccine, or Document Like an Injection?
Working Registry Tasks
Requesting Multiple Immunization Registry Interfaces
Implantable Devices
Add, Edit, and Delete an Implantable Device Entry
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
DIRECT Messaging
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 Portal
OP Portal Setup, Customization and Administration
Welcome Email/Registration (OP Portal)
Customize Patient Home Page in the OP Portal
Messaging Configuration in OP Portal
Appointment Request Customization in OP Portal
Rx Refill Configuration in OP Portal
Medical Records Configuration and Customization in OP Portal
Update Custom Texts in the OP Portal
Notifications from the OP Portal
OP Portal Reports
OP Portal Workflows in OP
Creating New Parent/Guardian Accounts in the OP Portal
Responding to Appointment Requests from the OP Portal
Responding to Rx Refill Requests from the OP Portal
Medical Records Flow from OP to the OP Portal
Promoting Your OP Portal: Adoption Toolkit
Checklist: Promoting Your OP Portal
A Guide to Promoting Your OP Portal
Signage: Promoting Your OP Portal
Using Social Media to Promote Your OP Portal
Parent Quick Reference Guide: OP Portal
OP’s New Patient Portal: Dispelling the FUD - A message from OP CEO Mike Ressel
OP Portal Readiness Timeline
OP Portal Readiness
InteliChart Portal
InteliChart Portal Learning Journey
Course 1: Prepare OP for the InteliChart 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 Intelichart Portal
Course 2: Log Into and Navigate the InteliChart Practice Portal
Lesson 1: Validate Your Intelichart 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 Intelichart Practice Portal
Course 3: Intelichart 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: Intelichart Portal Management: Locations, General Settings, and Setup
Lesson 6: Intelichart 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 Intelichart Practice Portal
Knowledge Check | Course 4: Appointment Request and Live Scheduling Setup
Course 5: Daily InteliChart Portal Activities
Lesson 1: View Intelichart Portal Account Status and Generate Intelichart Portal Registration PINs in OP
Lesson 2: View Intelichart Portal Account Status and Generate Intelichart Portal Registration PINs in the Intelichart 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 Intelichart Practice Portal
Knowledge Check | Course 5: Daily Intelichart Portal Activities
Course 6: Surveys
Lesson 1: How and When Surveys Are Sent to the Intelichart 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 Intelichart Patient Portal
Knowledge Check | Course 7: Documents
Course 8: Self-Registration
Lesson 1: Setup to Enable Self-Registration in OP and the Intelichart 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 Intelichart Patient Portal
Knowledge Check | Course 8: Self-Registration
InteliChart Portal Learning Journey Crosswalk
Getting to Know the InteliChart Portal
Top 5 Commonly Asked Questions About InteliChart Portal Features and Accessibility
Promote Your InteliChartPortal
How Clinical Data Flows to the InteliChart Patient Portal
InteliChart Patient Portal: Out-of-the-Box Configuration
InteliChart Patient Portal Permission Map
Navigating the InteliChart Practice Portal: Resource Diagram
Setting Up Your Practice's InteliChart Portal
Intelichart Practice Portal: Activate Account
Appointment Type Cleanup for Intelichart Portal Readiness
Intelichart Practice Portal: Customize Page Templates
Intelichart Patient Portal: Manage Parent/Patient Notifications
Disable Multiple Patient Notifications
InteliChart Patient Portal: Manage Visibility of Diagnosis Codes and Diagnostic Tests
InteliChart Portal: Surveys
InteliChart Practice Portal: Page Template Descriptions
InteliChart Practice Portal: Configure Provider Search
InteliChart Practice Portal: Configure Medical Record Requests
InteliChart Portal QRGs
InteliChart Practice Portal: Start Here Quick Reference Guide
InteliChart Practice Portal: Patient Interface Configuration QRG
InteliChart Practice Portal: Configuration QRG
InteliChart Patient Portal: Portal Message Management
InteliChart Practice Portal: Reports QRG
InteliChart Practice Portal: Code Management QRG
InteliChart Practice Portal: Documents QRG
InteliChart Practice Portal: Setting Up Scheduling QRG
InteliChart Practice Portal: Self-Registration QRG
Registering Patients for the InteliChart Portal
Understanding PIN Generation (InteliChart Portal)
Generate an InteliChart Patient Portal PIN From OP (Easy Button)
Issue an InteliChart Portal Registration PIN from the Appointment List (Practice Portal)
Issue an InteliChart Portal Registration PIN from Patient Administration (InteliChart Practice Portal)
Register a Patient While in the Office (With a PIN)
Workflow: PIN Generation for Multiple Patients of the Same Family
Complete InteliChart Portal Self-Registrations in OP (New Patient Workflow)
Workflow: Provide InteliChart Portal Access to an Additional Parent
InteliChart Patient Portal: Automated Enrollment
InteliChart Portal Processes & Workflows
Send a Message to the InteliChart 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)
InteliChart Portal 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?
InteliChart 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
InteliChart Portal Videos & Webinar Slide Decks
InteliChart Portal Diagrams
OP Patient Portal Data Integrity: Staff/Provider Location- Resource Diagram
OP Patient Portal Data Integrity: PCP and Medical Home- Resource Diagram
OP Patient Portal Data Integrity: Family Contact Information- Resource Diagram
OP Patient Portal Data Integrity: Inactivate Patients- Resource Diagram
OP Patient Portal Data Integrity: Appointment Type Cleanup- Scheduled Appointments Resource Diagram
OP Patient Portal Data Integrity: Appointment Type Cleanup- Visit Templates Resource Diagram
OP Patient Portal Data Integrity: Appointment Type Cleanup- Patient Chart Default Resource Diagram
OP Patient Portal Easy Button Diagram
OP Patient Portal Basic Navigation Diagram
OP Patient Portal Upcoming Appointment Diagram
OP Patient Portal New Message Diagram
OP Patient Portal New Lab Results Diagram
OP Patient Portal New Document Diagram
OP Patient Portal Patient Survey Diagram
InteliChart Portal Quick Tip Videos
Associated Users in Portal - Quick Tip Video
Sign Up As Patient in Portal - Quick Tip Video
Portal Message Groups - Quick Tip Video
Portal Document Sharing Print Preview - Quick Tip Video
InteliChart Portal Tips & Tricks
Patient Alerts
Patient Alerts Overview and Permissions
Alert Criteria
Create, Modify and Delete Alerts
In Workflow Notification for Alerts
Audit Log Tracking for Alerts
Alerts Overview - Quick Tip Video
Alerts Permissions - Quick Tip Video
Patient Message Exchange (PMX)
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
PMX+ Automated Messages
PMX+ Automated Messages Overview
Automated Messages Setup and Permissions
Configure Delivery Rules for Automated Messages
Reporting and Tracking Automated Messages
PMX+ Automated Messages Overview - Quick Tip Video
PMX+ Automated Messages Setup and Configuration - Quick Tip Video
PMX+ Automated Messages Parent/Patient Experience - Quick Tip Video
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
How To Run Recall Reports - Quick Tip Video
Post Conversion
Updating Family Contacts and Insurance After your Conversion
Practice Analytics (Reporting)
Practice Analytics: Overview
Practice Analytics / Billing Reports Comparison
Date Criteria: Dashboards vs Reports
New
Data Element Tutorial
Filter Tutorial
Maximized Elements
Practice Analytics - Reports
Scheduling Reports (Practice Analytics)
Scheduling Reports: Charges Per Scheduled Appointment
Scheduling Reports: Scheduled Appointments
Scheduling Reports: Reimbursements Per Scheduled Visit
Scheduling Reports: Unbilled Charges for Scheduled Appointments
Daily Reports (Practice Analytics)
Daily Reports: Patient Credit Account
Daily Reports: Practice Level Adjustments
Daily Reports: Transaction Analysis
Daily Reports: Transactions for Check Number
Daysheet Dependent (Practice Analytics)
Daily Reports: Accounting Transfers
Monthly Reports: Daysheet Log
Daily Reports: Receipts for Deposit
Daily Reports: Total Receipts
Monthly Reports: Void Transactions Only
Monthly Reports (Practice Analytics)
Monthly Reports: Compare Allowable to Payment
Monthly Reports: Financial Summary
Monthly Reports: Reimbursement Analysis
Accounts Receivable Aging Analysis (Practice Analytics)
A/R Aging Analysis (New): Insurance Payer - Insurance A/R
A/R Aging Analysis (New) - Insurance Payer- Patient A/R
A/R Aging Analysis (New) - Insurance Payer- Secondary Responsibility Date A/R
A/R Aging Analysis (New): Insurance Payer - Total A/R
A/R Aging Analysis (New) - Insurance Payer- Patient Responsibility Date A/R
A/R Aging Analysis (New) - Location - Patient A/R
A/R Aging Analysis (New) - Location- Insurance A/R
A/R Aging Analysis (New) - Location- Total A/R
A/R Aging Analysis (New) - Rendering Provider- Insurance A/R
A/R Aging Analysis (New) - Rendering Provider - Patient A/R
A/R Aging Analysis (New) - Rendering Provider - Total A/R
Practice Analytics Videos
Practice Analytics Reports Overview - Quick Tip Video
Practice Analytics Reports Access and Setup - Quick Tip Video
Practice Analytics Reports Standard Operation Reports - Quick Tip Video
Practice Analytics Reports A/R Reports - Quick Tip Video
Practice Analytics Reports Practice Overview - Quick Tip Video
Practice Analytics Reports Navigating Reports - Quick Tip Video
Practice Analytics Reports Daysheet Dependent Reports - Quick Tip Video
Practice Analytics - Financial Analytics
Financial Analytics (PA): Appointment Analysis
Financial Analytics (PA): CPT Analysis
Financial Analytics (PA): Patient Demographics
Financial Analytics (PA): Vaccine Analysis
Financial Analytics (PA): Charges, Payments and Adjustments
Financial Analytics (PA): KPI Summary
Financial Analytics (PA): Patient A/R Summary & Worklist
Financial Analytics (PA): Insurance A/R Summary & Worklist
Financial Analytics (PA): Provider Financial Analysis
Financial Analytics (PA): Provider Schedule Analysis
Financial Analytics (PA): Payer Analysis
Financial Analytics (PA): Denials
Financial Analytics (PA): RVU Analysis
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
Adding New Staff Members in OP - Quick Tip Video
Duplicate Existing User as New User - Quick Tip Video
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
Applying Schedule Templates - Overview - Quick Tip Video
Applying Schedule Templates - Apply To/Reapply To - Quick Tip Video
Applying Schedule Templates - Leap Year - Quick Tip Video
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
Create a New Insurance Record
Modifying a Patient Insurance Record
Making an Insurance Record Inactive
Copying Insurance Information From a Family Member
Statement Method Options
Validation Feature
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
Family Settings - Quick Tip Videos
Family Settings Overview - Quick Tip Video
Family Settings: Family Contacts and Family History - Quick Tip Video
Family Settings: Social History - Quick Tip Video
Family Settings: Insurance Guarantor - Quick Tip Video
Family Settings: Appointment Reminders, Recalls and Portal - Quick Tip Video
Family Settings: Merge Contacts - Quick Tip Video
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
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
Reports Catalog and Descriptions
School Camp Forms
Reports Videos
Delete Old Reports - Quick Tip Video
Database Viewer Overview - Quick Tip Video
Database Viewer: Running Jobs - Quick Tip Video
Database Viewer: Numerator and Denominator - Quick Tip Video
Exporting Data From the Cloud - Quick Tip Video
Audit Logs Usage
Audit Trail Codes and Their Meaning
Electronic Health Information (EHI) Export
Designing Reports
Clipping and Saving from the Clip-and-Save SQL Library
Scheduling Database Viewer Reports to Run Automatically (Local)
Adding a Signature to a Report
Adding an Image to a Report
Entering Dates Correctly
OP Report Sharing - OPREP Files
OP Report Sharing - RTM Files
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: Teacher Survey
Messages for CHADIS Survey Failures
CHADIS: Adolescent Survey
CHADIS: Validate Surveys
CHADIS: Create Report
CHADIS Survey Library Updates: 2023
CHADIS Videos
CHADIS Surveys Setup - Quick Tip Video
Ordering CHADIS Surveys - Quick Tip Video
Send OP Surveys to the Portal
Task Management
Assign Default Tasks to Specific Departments
View and Complete Patient Tasks
View Outstanding Tasks
Excluding Tasks from View
Task Management - Quick Tip Video
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
On-Demand Webinar Recordings
Upcoming Webinars
OP Product & Feature Learning Events
Webinar Recording: Unlock the Full Potential of Your Practice with OP's Newest Analytics Dashboards (Presented October 17, 2024)
Webinar Recording: Introducing the New OP Patient Portal
Webinar Recording: Practice Analytics (Presented May 9, 2024)
Webinar Recording: PMX+ Automated Messages
Recording: eFax Virtual Learning Event (Presented May 4, 2022)
Webinar Recording: Mental Health Monitor (Presented Dec. 9, 2022)
Financially-Focused Recordings
Webinar Recording: Managing the Financial Health of Your Practice
Webinar Recording: Reducing Insurance A/R with EOB Payment Posting
Webinar Recording: Reducing Insurance A/R with ERA Payment Posting
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
Webinar Recording: OP Claim Scrubber - Edit Best Practices (Presented January 11, 2024)
Webinar Recording: Optimizing the OP Claim Scrubber
Webinar Recording: Navigating the Top Five Reports in OP Practice Analytics
Webinar Recording: Optimizing the OP Claim Scrubber (Presented June 25, 2024)
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
Recording & Slides: OP Enhancements to Support COVID-19 Vaccine Administration
Webinar Recording: Creating Timely Patient Specific Alerts
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
Webinar Recording: The Power of Patient Recalls (Presented February 14, 2024)
Webinar Recording: Leveraging Your Demographic Data
Expanded Calendar Functionality Webinars
Webinar Recording: Expanded Calendar Functionality (Presented October 19, 2023)
Webinar Recording: Expanded Calendar Functionality (Presented October 25, 2023)
Webinar Recording: Multi-Location Calendar Functionality (Presented December 11, 2023)
Webinar Recording: Single Location Calendar Functionality (Presented December 12, 2023)
Webinar Recording: Multi-Location Calendar Functionality (Presented December 14, 2023)
Webinar Recording: Single Location Calendar Functionality (Presented December 15, 2023)
Webinar Recording: Multi-Location Calendar Functionality (Presented January 9, 2024)
Webinar Recording: Single Location Calendar Functionality (Presented January 10, 2024)
Webinar Recording: Multi-Location Calendar Functionality (Presented January 11, 2024)
Webinar Recording: Single Location Calendar Functionality (Presented January 12, 2024)
OP Training Solutions
How to Validate Insurances for the First Time
Quick Reference Guides (QRG)
OP QRGs
OP All Roles QRGs
Document Management QRG
Messaging QRG
Navigating the Help Center QRG
PMX+ Automated Messages 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 Claim Scrubber 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 Portal QRGs
OP Portal: Customize Your Portal QRG
OP Portal: Registration QRG
OP Portal: Appointments QRG
OP Portal: Rx Refill QRG
OP Portal: Medical Records QRG
OP Portal: Custom Texts QRG
OP Portal: Message Routing QRG
CQM QRGs
CQMsolution User Setup QRG
FAQs
OP 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 Portal FAQs
Why didn't the parent receive the OP Portal Welcome Email?
Why aren't my customizations showing on the OP Portal home page?
Merchant Services: Which ones work with the OP Portal?
How do I add a Parent/Guardian/Family Contact to the OP Portal if they are also a patient?
How can I check if an OP Portal Welcome Email was sent?
Why can't the parent/guardian see the patient on their Portal account?
InteliChart Portal 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
OP Cloud and On-Premise Information Security
On-Premises Information Security
Linking Welch Allyn Device to OP
Allowing Office Practicum Support to Connect to your Workstation (ConnectWise)
ODBC Connection to OP Database
How can I tell what version of Windows I am using to run OP?
How to Remove Spyware and Adware
Dragon Dictation Compatibility
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
Manage Updates Feature
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
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
Import Documents into OP Cloud
Privacy and 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
OP Cloud Information Security
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
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
Using OP Lab Importer
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
Auto-Matching Criteria for Incoming Lab Results Via Unmatched Received Results
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
OP RCM Client Corner
RCM Life Newsletter
RCM Life Newsletter: March 2024 Edition
RCM Life Newsletter: January 2024 Edition
RCM Life Newsletter: December 2023 Edition
RCM Life Newsletter: September 2023 Edition
RCM Life Newsletter: August 2023 Edition
RCM Life Newsletter: July 2023 Edition
RCM Life Newsletter: June 2023 Edition
RCM Life Newsletter: May 2023 Edition
RCM Life Newsletter: March 2023 Edition
RCM Life Newsletter: February 2023 Edition
RCM Life Newsletter: January 2023 Edition
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: RCM Billing Checklist
RCM Client Corner: Optimizing your RCM Partnership
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
OP RCM Client Corner: Videos
RCM Client Corner: OP Claims Scrubber Video
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
Running an SQL - Quick Tip Video
Verifying Medicaid MCO Payers - Quick Tip Video
Verifying Eligibility - Quick Tip Video
Running A Transaction Analysis Report - Quick Tip Video
Running A Reimbursement Analysis Report - Quick Tip Video
Practice Management
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
Important Flu Season Information
2024-2025 Flu Vaccine Product Information
Flu Season Information (2023-2024)
2023-2024 Flu Vaccine Product 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
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
Product/Support Information & Updates
Trending Support Articles
Support Trends
Office Practicum Medical Home and Meaningful Use Training
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
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
MU SQL Pages
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
LOINC Codes
CQMSolutions
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)
Office Practicum Medical Home Toolkit
What It Means to Be a Patient-Centered Medical Home (2 Part Series)
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 Client Newsletter
OP Client Newsletter: October 2024
OP Client Newsletter: September 2024
OP Client Newsletter: July 2024
OP Client Newsletter: June 2024
OP Client Newsletter: May 2024
OP Client Newsletter: March 2024
OP Client Newsletter: January 2024
OP Client Newsletter: December 2023
OP Client Newsletter: November 2023
OP Client Newsletter: September/October 2023
OP Client Newsletter: August 2023
OP Client Newsletter: July 2023
OP Client Newsletter: May/June 2023
OP Client Newsletter: March/April 2023
OP Client Newsletter: February 2023
OP Client Newsletter: January 2023
OP Client Newsletter: December 2022
OP Client Newsletter: November 2022
OP Client Newsletter: October 2022
OP Client Newsletter: September 2022
OP Client Newsletter: August 2022
OP Community Listservs
OP Product Introductions
Introduction: eFax
Introduction: OP Financial Analytics
The PediaTricks Podcast
PediaTricks Podcast Episode 87: RemedyConnect - Keeping Site of Your Success
New
PediaTricks Podcast Episode 86: RCM - New and Improved
PediaTricks Podcast Episode 85: Quick Learning - New OP Educational Tools
PediaTricks Podcast Episode 84: The Release Process - Staying Up To Date
PediaTricks Podcast Episode 83: Welcome Aboard - Going Live with OP
PediaTricks Podcast Episode 82: Client Success: We're With You Every Step Of The Way
PediaTricks Podcast Episode 81: OPAware - Are You Aware Of All It Can Do?
PediaTricks Podcast Episode 80: Modernization in OP - Bigger, Stronger, Faster
PediaTricks Podcast Episode 79: PCMH - Relationship Based Care in OP
PediaTricks Podcast Episode 78: OP in 2024 - New Year, New OP
PediaTricks Podcast Episode 77: QuickTip Microvideos: Distilled Learning on the Help Center
PediaTricks Podcast Episode 76: Care Plans - Why Should You Care?
PediaTricks Podcast Episode 75: Cleaning Up Your Claims - Introducing the Integrated Claim Scrubber
PediaTricks Podcast Episode 74: PMX+ - A New Age of Patient Messaging
PediaTricks Podcast Episode 73: Education Evolving - A New Age of Learning at OP
PediaTricks Podcast Episode 72: What Remedy Connect Can Do For Your Practice
PediaTricks Podcast Episode 71: Evolving for Success - Discover the RCM Revolution
PediaTricks Podcast Episode 70: Release Notes at OP - What's New and How Do We Know?
PediaTricks Podcast Episode 69: How Are You Doing? - Client Experience at OP
PediaTricks Podcast Episode 68: Financial Analytics - The Pulse of your Practice
PediaTricks Podcast Episode 67: Just in Time Resources - Meeting You Where You're At
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
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
eLearning Corner
The Benefits of eLearning - Jan 2023
eLearning Course Player QRG
eLearning Course Player Overview - Quick Tip Video
Acquisition Announcement
OP Compliance Corner
Clip-and-Save SQL
Clip-and-Save SQL: Quickstart!
Clip-and-Save SQL Library
Is My OP Running Firebird or MySQL?
Fixing Blue or White Boxes in SQL
SQL Videos
SQL Query Overview - Quick Tip Video
SQL Building - Quick Tip Video
Import SQL Statements - Quick Tip Video
Importing SQL Jobs with SQL Statements - Quick Tip Video
Running and Executing Jobs of SQL Statements - Quick Tip Video
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
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
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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InteliChart Portal
The content in this article is relevant to the InteliChart Portal.
For documentation on the OP Portal, please
click here
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Articles
InteliChart Portal Tips & Tricks
This article is a collection of the Tips & Tricks that are featured in the weekly OP Portal Update email, provided by Dr. Sue Kressly and the OP Support Team
InteliChart Portal Learning Journey
(40)
Course 1: Prepare OP for the InteliChart Portal
(7)
Course 2: Log Into and Navigate the InteliChart Practice Portal
(4)
Course 3: Intelichart Portal Setup and Configuration
(8)
Course 4: Appointment Request and Live Scheduling Setup
(3)
Course 5: Daily InteliChart Portal Activities
(6)
See More
Getting to Know the InteliChart Portal
(6)
Top 5 Commonly Asked Questions About InteliChart Portal Features and Accessibility
Promote Your InteliChartPortal
How Clinical Data Flows to the InteliChart Patient Portal
InteliChart Patient Portal: Out-of-the-Box Configuration
InteliChart Patient Portal Permission Map
See More
Setting Up Your Practice's InteliChart Portal
(10)
Intelichart Practice Portal: Activate Account
Appointment Type Cleanup for Intelichart Portal Readiness
Intelichart Practice Portal: Customize Page Templates
Intelichart Patient Portal: Manage Parent/Patient Notifications
Disable Multiple Patient Notifications
See More
InteliChart Portal QRGs
(9)
InteliChart Practice Portal: Start Here Quick Reference Guide
InteliChart Practice Portal: Patient Interface Configuration QRG
InteliChart Practice Portal: Configuration QRG
InteliChart Patient Portal: Portal Message Management
InteliChart Practice Portal: Reports QRG
See More
Registering Patients for the InteliChart Portal
(9)
Understanding PIN Generation (InteliChart Portal)
Generate an InteliChart Patient Portal PIN From OP (Easy Button)
Issue an InteliChart Portal Registration PIN from the Appointment List (Practice Portal)
Issue an InteliChart Portal Registration PIN from Patient Administration (InteliChart Practice Portal)
Register a Patient While in the Office (With a PIN)
See More
InteliChart Portal Processes & Workflows
(32)
Flu Clinic
(5)
COVID Clinic
(3)
Send a Message to the InteliChart Patient Portal
Search for a Patient in the Practice Portal
Add, Modify, or Remove Proxy Access to a Patient's Portal Account
See More
InteliChart Portal FAQs
(44)
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?
See More
InteliChart Portal: Parent Experience
(13)
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
See More
InteliChart Portal Quick Tip Videos
(4)
Associated Users in Portal - Quick Tip Video
Sign Up As Patient in Portal - Quick Tip Video
Portal Message Groups - Quick Tip Video
Portal Document Sharing Print Preview - Quick Tip Video
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