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.

Manage Care Plans

Version 14.19

About Manage Care Plans

Path: Clinical tab > Care Plans button

Care Plans are in Office Practicum for a patient's health maintenance schedule.

Note: The Bright Futures Preventive Care Plan is linked with the Diagnostic Test Management table and the Vital Signs/Growth Chart table to determine whether a patient has had standard measurements and screening tests performed, which are listed below:

  • Well baby visits according to the standard AAP schedule, with documentation of height, weight, head circumference and development
  • After age 2, annual preventive exams with height, weight, and BMI. Vision, hearing and blood pressure after age three. Developmental assessment up until age 5.
  • Newborn Metabolic Screen and newborn hearing screen.
  • Hemoglobin & Lead at one and two years of age. Children with WIC require more frequent anemia screens.
  • Annual lead risk assessment until age 6, with lead levels if there's a risk of exposure.
  • Annual "TB risk" assessment and if positive, a PPD.
  • Another anemia screen in adolescence.
  • Cholesterol screen in adolescence, but earlier if there are risk factors.

Care Plans can also be customized and created for an individual or group of patients for any ongoing problems where specific screenings, vitals, or tests need to be completed. Once the Care Plans are active for a patient, Office Practicum will prompt the user, according to the type of enrollment and level of the user, to evaluate if the patient should be enrolled in the respective Care Plan.


Manage Care Plans Map

Number
Section
Description

1

Care Plan/Registry
The Care Plan/Registry lists the Care Plans in OP.

2

Definition
Definitions set up the purpose of your Care Plan as well as establishes how it will appear within Office Practicum. There is an area for the purpose of this plan, a patient goal, a choice on how to enroll patients, privacy settings, and an area for citation of the source for your Care Plan. All areas in the definition can be updated accordingly when you make edits to the established Care Plans in your system.

3

Triggers
Triggers set to group the patients you would like to see as part of your Care Plan. Within this area you will set up what triggers a patient must meet in order for Office Practicum to know that they should be part of the Care Plan.

4

Actions
Once all triggers are met for a Care Plan, there are a set of actions that will be added to the patient's chart for completion (i.e vital sign measurement, diagnostic test...). This area is where you add, edit and delete actions to match your practice's needs.

5

Function Buttons
The Function buttons insert a record, delete a record, edit a record, post an edit, cancel an edit, refresh data, and clone a selected care plan.

6

Import / Export
Import or Export OP Care Plan Export Files (*.cpx).
Version 14.10

About Manage Care Plans

Path: Utilities Menu > Manage Clinical Features > Care Plans (Keyboard Shortcut keys: [Alt][A][M])

Care Plans are in Office Practicum for a patient's health maintenance schedule.

Note: The Bright Futures Preventive Care Plan is linked with the Diagnostic Test Management table and the Vital Signs/Growth Chart table to determine whether a patient has had standard measurements and screening tests performed, which are listed below:

  • Well baby visits according to the standard AAP schedule, with documentation of height, weight, head circumference and development
  • After age 2, annual preventive exams with height, weight, and BMI. Vision, hearing and blood pressure after age three. Developmental assessment up until age 5.
  • Newborn Metabolic Screen and newborn hearing screen.
  • Hemoglobin & Lead at one and two years of age. Children with WIC require more frequent anemia screens.
  • Annual lead risk assessment until age 6, with lead levels if there's a risk of exposure.
  • Annual "TB risk" assessment and if positive, a PPD.
  • Another anemia screen in adolescence.
  • Cholesterol screen in adolescence, but earlier if there are risk factors.

Care Plans can also be customized and created for an individual or group of patients for any ongoing problems where specific screenings, vitals, or tests need to be completed. Once the Care Plans are active for a patient, Office Practicum will prompt the user, according to the type of enrollment and level of the user, to evaluate if the patient should be enrolled in the respective Care Plan.

Manage Care Plans Map

Number
Section
Description

1

Care Plan/Registry
The Care Plan/Registry lists the Care Plans in OP.

2

Definition
Definitions set up the purpose of your Care Plan as well as establishes how it will appear within Office Practicum. There is an area for the purpose of this plan, a patient goal, a choice on how to enroll patients, privacy settings, and an area for citation of the source for your Care Plan. All areas in the definition can be updated accordingly when you make edits to the established Care Plans in your system.

3

Triggers
Triggers set to group the patients you would like to see as part of your Care Plan. Within this area you will set up what triggers a patient must meet in order for Office Practicum to know that they should be part of the Care Plan.

4

Actions
Once all triggers are met for a Care Plan, there are a set of actions that will be added to the patient's chart for completion (i.e vital sign measurement, diagnostic test...). This area is where you add, edit and delete actions to match your practice's needs.

5

Function Buttons
The Function buttons insert a record, delete a record, edit a record, post an edit, cancel an edit, refresh data, and clone a selected care plan.

6

Import / Export
Import or Export OP Care Plan Export Files (*.cpx).