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- New Help Center Articles
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- 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
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- 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
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- 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)
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- 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
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- 21.4 Release Rollout is Underway!
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- 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
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- Billing Groups for Advanced Workflow Rules Engine (OP AWARE)
- Advanced Workflow Rules Engine (OP AWARE) Overview
- Advanced Workflow Rules Engine (OP AWARE) Triggers
- Advanced Workflow Rules Engine (OP AWARE) Actions
- Advanced Workflow Rules Engine (OP AWARE): Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Add + Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Remove Rule
- Advanced Workflow Rules Engine (OP AWARE): Split Rule
- Choosing a Clearinghouse
- Customizing the OP Superbill
- The $ED Record
- Tax ID Setup
- Group NPI Setup
- Set Superbill Stage Defaults
- Superbill Created By Column Crosswalk
- Statement Preferences Checklist
- Billing Preferences Crosswalk
- 20.3.0 Billing Preference Highlights and Action Items
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- 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
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- Manually Entering Charges from a Paper Superbill
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
- 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
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- 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
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- 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
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- 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
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- 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
- 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
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- 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’s New Patient Portal: Dispelling the FUD - A message from OP CEO Mike Ressel
- OP Portal Readiness Timeline
- OP Portal Readiness
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
- 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)
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- 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?
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- 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
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- 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 Tips & Tricks
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- 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
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- 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
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- Practice Analytics: Overview
- Practice Analytics / Billing Reports Comparison
- Date Criteria: Dashboards vs ReportsNew
- Data Element Tutorial
- Filter Tutorial
- Maximized Elements
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- Introduction to Reports
- OP Reports Home
- OP Reports: Practice Workflow Reports
- Infrastructure Update Guide
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- 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
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- Accounting and Billing Reports
- Report Reference Dates
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- 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
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- 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
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- 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
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- 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
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- Complete a Survey
- Surveys Review
- Billing for Surveys
- Send OP Surveys to the Portal
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- 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
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- Upcoming Webinars
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- 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)
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- 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)
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- 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
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- 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
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- 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)
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- 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?
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- 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?
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- 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?
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- 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?
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- 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
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- 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
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- OP Diagnostic Tests Import -- Overview of Lab Importing
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- InteliChart: 2015 ONC Stage 3 ACI Details Report
- InteliChart: ONC 2015 Report Logic - Workflow
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- 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
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- Office Practicum Medical Home Toolkit
- What It Means to Be a Patient-Centered Medical Home (2 Part Series)
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- 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
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- PediaTricks Podcast Episode 87: RemedyConnect - Keeping Site of Your SuccessNew
- 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
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- 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
- Acquisition Announcement
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- 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?
IT Help
Articles
OP Cloud and On-Premise Information Security
This article review how phishing and other cyber crimes may affect you and your practice, what OP has done to protect you, and what you can do to help prevent attacks.
On-Premises Information Security
Review this On-Premise Practice Security Checklist to learn how to keep your data safe.
Linking Welch Allyn Device to OP
Note : Linking Welch Allyn Devices to the OP software only applies to Client Server clients. The OP software does not support any Welch Allyn devices in OP cloud. Prior to contacting OP it is highly recommended that you have prev...
Allowing Office Practicum Support to Connect to your Workstation (ConnectWise)
Version 21.3 ConnectWise ScreenConnect What is ConnectWise ScreenConnect? ConnectWise ScreenConnect is OP's remote support utility. When reaching out to OP Support, you will likely be asked if it is okay to connect via ConnectWise. This will en...
ODBC Connection to OP Database
Note : OP Cloud does not allow an ODBC connection setup. The article outlines how to set up an ODBC connection to an Office Practicum Database. Download the most recent ODBC connector form the following Website (32 or 64-bit): ...
How can I tell what version of Windows I am using to run OP?
Overview Typically the edition of the Operating System (OS) you are running will appear when booting up your PC. However, if you are already running Windows and don't wish to reboot or you need to determine if you are running the 32 or 64-bit versi...
How to Remove Spyware and Adware
The installation of "free" software is the #1 source of spyware on computer operating systems. Here’s what you need to know, courtesy of Symantec.
Dragon Dictation Compatibility
Using Dragon Speech Recognition Software Dragon Medical has been tested by OP clients and is compatible in most situations with OP. Dragon is a speech-recognition software that allows users to voice their commands to the computer, which will then t...
Capturing Screenshots and PHI
To create a screenshot simply means to produce a graphic of your computer’s screen. The graphic shows how your computer screen looks during a particular moment.
Error Reporting Within OP
Office Practicum now has a built-in feature for reporting unexpected errors you may come across while working in OP!
How do I run an Internet Speed Test in OP?
To run an Internet speed test in OP, navigate to Help tab > Speed Test. The Office Practicum SpeedTest window displays. Click the drop-down for Region and select the region of the practice. Once selected, click the Start button. ...