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.

Manually Confirming Appointments

Version 14.19
Path: Clinical, Practice Management, or Billing > Schedule > Tracking

Overview

This page will instruct you on how to manually confirm appointments.

Confirming Appointments

  1. Click on Schedule button.
  2. Click on Tracking radio button.
  3. Select the date for the appointments that you are confirming. 

  1. On the top left of the Tracking window data grid, click on the Hidden Column button  to add Phone # to the view.

  1. From here the user can either work down the schedule and call patient’s confirming their appointments, then manually change the confirmation status to the appropriate type of confirmation or if the office would prefer to do confirmations on paper, then there is a print option by clicking on the Printer Button  .
Version 14.10
Path: Smart Toolbar > Schedule button > Tracking tab

Overview

This page will instruct you on how to manually confirming appointments.

Confirming Appointments

  1. Click on Schedule button .
  2. Click on Tracking tab  .
  3. Select the dates for the appointments that you are confirming. 

  1. On the right hand side of the Tracking window, click on the Hidden Column button  to add Phone # to the view.

  1. From here the user can either work down the schedule and call patient’s confirming their appointments, then manually change the confirmation status to the appropriate type of confirmation. If the office would prefer to do confirmations on paper, then there is a print option by clicking on the Printer Button  .