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 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.