Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Manage Documents

Version 14.19

About Manage Documents 

Path: Clinical tab > Document Management button
Path: Practice Management tab > Document Management button

The Manage Documents window contains the functions to review and manage documents that were input into the OP software.

Manage Documents Map

NumberSectionDescription
1
Patient FinderThis is the Patient Finder used throughout the OP software.
2
Search Records ButtonClicking this button launches the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClicking this button allows you to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClicking this button displays a dropdown list with several print options.
5
Export ButtonClicking this button displays a dropdown list with several export options.
6
Document List PanelLists all documents associated with the selected patient.
7
Thumbnails PanelDisplays thumbnails of each document selected in the Document List panel.
8
Preview PanelDisplays a preview of the content of the document selected in the Document List panel.
9
Document Controls ToolbarProvides viewing and navigation functionality for the selected document.
10
Document Details PanelDisplays the file-level details for the selected document.
Version 14.10

About Manage Documents 

Path: Smart Toolbar > Docs button

The Manage Documents window contains the functions to review and manage documents that were input into OP 14.

Manage Documents Map

NumberSectionDescription
1
Patient FinderThis is the Patient Finder used throughout OP 14.
2
Search Records ButtonClicking this button launches the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClicking this button allows you to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClicking this button displays a dropdown list with several print options.
5
Export ButtonClicking this button displays a dropdown list with several export options.
6
Document List PanelLists all documents associated with the selected patient.
7
Thumbnails PanelDisplays thumbnails of each document selected in the Document List panel.
8
Preview PanelDisplays a preview of the content of the document selected in the Document List panel.
9
Document Controls ToolbarProvides viewing and navigation functionality for the selected document.
10
Document Details PanelDisplays the file-level details for the selected document.