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

Link a Scan to Referrals

Version 14.19
Path: Clinical or Practice Management tab > Document Management button

Overview

This page will instruct you on how to link a scanned item to a referral or transition of care record.

Scan a Document and Attach to a Referral 

  1. Navigate to the Manage Documents window using the path above.
  2. Click the New Document button in the Manage Documents window.
  3. Scan or import the document.  The image(s) will appear in the sketch panel.
  4. Move the referral letter from the Sketch Panel to the Thumbnail panel.
  5. Search for the patient using the Patient ID or Patient Name field in the document details panel.
  6. Select :Referral Letter in the Item Type dropdown list.

  1. Click in the Item Category field. 
  2. Click the paper clip to attach the document. The Choose a Medical Record to Attach to a Consent Record window opens.
  3. In the Referral Letter tab, select the referral to attach the scanned document and click OK

NoteIf the referral does not exist, click the Add button on the Choose a Medical Record to Attach to a Consent Record window and complete the Referral/Care Transitions Details window. Click here for detail information on writing a referral.
  1. (Optional) If the scanned document is confidential, click the dropdown arrow in the Privacy level and select from Privacy Level from the list.
  2. Click the dropdown arrow and select the name of the person who will review the referral in the Addressed to field.
  3. Click the dropdown arrow and select the Status of original for the list.
  4. Save the document by clicking Save.
Version 14.10
Path: Smart Toolbar > Docs button

Overview

This page will instruct you on how to link a scanned item to a referral or transition of care record.

Scan a Document and Attach to a Referral Requisition

  1. Click the New Document button in the Manage Documents window.
  2. Scan or import the document.  The image(s) will appear in the sketch panel.
  3. Move the referral letter from the Sketch Panel to the Thumbnails panel.
  4. Search for the patient from the Patient ID or Patient Name field in the document details panel.
  5. Select Referral Letter in the Item Type dropdown list.

  1. Click the paper clip to the right of Item category field, the Choose a Medical Record to Attach to a Consent Record window opens.
  2. Select the referral to attach the scanned document and click OK.

NoteIf the referral does not exist, click the Add button on the Choose a Medical Record to Attach to a Consent Record window and complete the Referral/Care Transitions Details window. Click here for detail information on writing a referral.
  1. (Optional) If the scanned document is confidential, click the dropdown arrow in the Privacy level and select from Privacy Level from the list.
  2. Click the dropdown arrow and select the name of the person who will review the referral in the Addressed to field.
  3. Click the dropdown arrow and select the Status of original for the list.
  4. Save the document by clicking Save.