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 the Order Worksheet

Version 14.19

Overview

The Order Worksheet is used to assign tasks to departments within the practice. Tasks can be associated to an encounter or well visit template and automatically populate the Order Worksheet or can be assigned through each of the tabs located on the Order Worksheet.

  1. From an open Well Visit or Encounter note, select Plan/Orders.
  2. The Order Worksheet is active at the bottom section of the Plan/Orders window.
Selection
Description
Order Worksheet Summary tab: Will display task orders populated by the template and selected from the tabs of the Order Worksheet.
Med tab: Ongoing and recent medications will display in this tab. Medications can be refilled or prescribed from within the tab.
Lab tab: Lab or diagnostic tests display in this tab if associated to the selected template. Additional labs or diagnostic test can be added from this tab while charting.
Imm tab: Immunizations display in this tab if associated to the selected template. Additional Immunizations can be added from this tab while charting.

Pat Ed tab: Patient educational material display in this tab if associated to the selected template. Additional materials can be added from this tab while charting.

Survey tab: Surveys display in this tab if associated to the selected template. Additional surveys can be added from this tab while charting.
F/U tab: Next appointment will display in this tab if associated to the selected template. Follow up appointments can be added from this tab while charting. This tab is also used to create call back tasks and call back instructions to a selected calendar.
Other tab: This tab displays tasks associated to the selected template. This tab is typically used for instruction, procedures and referrals.
Delete button: Used to delete a highlighted task. The button is available on all tabs of the Order Worksheet.
Create button: Will create tasks for the current tab. The button is available on all tabs of the Order Worksheet.
Do Now button: Perform the highlighted task when selected. The button is available on all tabs of the Order Worksheet.


Version 14.10

Overview

The Order Worksheet is used to assign tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet or can be assigned through each of the tabs located on the Order Worksheet.

  1. From the current Encounter Note select the Assess/Plan button.
  2. The Assess/Plan window displays.

  1. The Order Worksheet is active at the bottom section of the Assess/Plan panel.
Selection
Description
Order Worksheet Summary Tab
Medication Entry Tab
Diagnostic Test and Lab Entry Tab
Immunization Tab
/


Survey Tab
Follow up Task Tab
Other Task Tab
Delete a Task icon, remove highlighted order.
Add Referral button opens the Referral/Care Transition Details window in order to add a referral.  This button appears when the Other Task Tab is selected.
Save and Assign Tasks icon, create checklist tasks for the current tab.
Do Now icon, perform a highlighted task now.