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We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

Manage Documents

Version 20.4

About Manage Documents 

Path: Clinical or Practice Management tab > Document Management button

The Manage Documents window contains the functions to review and manage documents that were scanned or imported into OP.

Manage Documents Map

NumberSectionDescription
1
Patient FinderThe Patient Finder is used to search for and select the patient whose documents the user wants to view. This is the same Patient Finder used throughout OP.
2
Search Records ButtonThis button is used to launch the Search for Documents window where a user can enter search criteria to locate a document that had been scanned or imported into OP.
3
New Document ButtonThis button is used to input a new document into OP. 
4
Print ButtonThis button displays a drop-down menu with several print options.
5
Export ButtonThis button displays a drop-down menu with several export options.
6
Document List PanelThis panel Lists all documents that have scanned or imported into OP and associated with the selected patient.
7
Preview PanelThis panel displays a preview of the document selected in the Document List panel.
8
Document Controls ToolbarThis toolbar provides viewing and navigation functionality for the selected document as well as operational buttons.
9
Document Details PanelThis panel displays the details for the selected document. A Save and Cancel button is available in this panel when the user is in edit-mode.
Other Window Functions
(Not included in Map above)When the user clicks the New Document button, the Document List Panel is replaced with options for acquiring and saving a new document into OP. Other options are also made available in the window:
  • Image acquisition options and toolbar: Displays buttons used for scanning and importing documents into OP and other image management functions such as copy, paste, delete, etc.


  • Editing Tools (also available when Edit button is used): Displays an editing toolbar that includes buttons used to resize, rotate, zoom, crop, highlight, annotate, sign, etc.

  • Function buttons: The Save and Cancel buttons are used to Save a new or edited document or Cancel and close the window without saving.

Version 20.3

About Manage Documents 

Path: Clinical or 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 ButtonClick this button to launch the Search for Documents window, an improved tool to searching for documents.
3
New Document ButtonClick this button to input a new document and displays the Acquisition panel and Editing tools.
4
Print ButtonClick this button to display a drop-down menu with several print options.
5
Export ButtonClick this button to display a drop-down menu 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.