Use this checklist if you are a Single Location Practice starting to use the New Calendar!
Click here to open and print a PDF copy.
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- New Help Center Articles
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- OP 21.3 - New Calendar Overview - Quick Tip Video
- OP 21.3 - New Calendar Setup - Quick Tip Video
- OP 21.3 - Appointment Types, Zones, Templates, and Slots - Quick Tip Video
- OP 21.3 - Appointment Zones and Their Functions - Quick Tip Video
- OP 21.3 - Single Location Calendar Overview - Quick Tip Video
- OP 21.3 - Multi-Location My View Customization - Quick Tip Video
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- Cloud Import/Export Workaround
- Clinical Exchange Lab Restoration Listing
- On-Premise Practices: WebView2 Installation Instructions
- Risk Assessment, Goals, and Interventions Tracker New Features - OP 21.3.46
- Enabling Strong Passwords 21.3.34
- Multi-EPCS Changes 21.3.34
- ePA Overview - Quick Tip Video (Coming Soon!)
- ePA Basics with Priority (Coming Soon!)
- Keycloak - Reset Role and Reset Password Resolution
- OPEN 22 Update Instructions
- OP Notify to PMX+ Automated Messages Migration: What You Need to Know
- PMX Credits Communication - OP 21.2 Release
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- Office Practicum Release Updates November 2022 (OP 20.17.28 and OP 20.18.3)
- Office Practicum Release Updates October 2022 (OP 20.17.20 - OP 20.17.27)
- Office Practicum Release Updates September 2022 (OP 20.17.17 - OP 20.17.18)
- Office Practicum Release Updates August 2022 (OP 20.17.12)
- Office Practicum Release Updates July 2022 (OP 20.16.23 & 20.17.6)
- Office Practicum Release Updates June 2022 (OP 20.16.14, OP 20.16.21, OP 20.16.22)
- Office Practicum Release Updates May 2022 (OP 20.16.12)
- Office Practicum Release Updates March 2022 (OP 20.15.13 - 20.16.4)
- Office Practicum Release Updates February 2022 (OP 20.15.11 & 20.15.12)
- Office Practicum Release Updates January 2022 (OP 20.15.9 - 20.15.10)
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- InteliChart Release 3.5.27
- InteliChart Release 3.5.25
- InteliChart Release 3.5.24
- OP & InteliChart Release 3.5.24 Webinar Recording
- InteliChart Release 3.5.23
- InteliChart Release 3.5.22
- InteliChart Release 3.5.21
- InteliChart Release 3.5.20
- InteliChart Release 3.5.19
- InteliChart Release 3.5.18
- InteliChart Release 3.5.17
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- 21.4 Release Rollout is Underway!
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- Converting from Paper Charts to Electronic Charts
- Keyboard Shortcuts in OP
- Menu Navigation
- Search for a Patient
- Access a Sibling's Chart
- Privacy Constraints (Visibility Settings)
- Sorting Lists
- Output Options
- Grouping Data
- Adjusting Column Width
- Adding, Removing, or Reordering Columns
- Filtering Data
- Saving and Clearing Saved Preferences
- Spell Check in OP
- Enable and Customize the Patient Banner
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- Billing Groups for Advanced Workflow Rules Engine (OP AWARE)
- Advanced Workflow Rules Engine (OP AWARE) Overview
- Advanced Workflow Rules Engine (OP AWARE) Triggers
- Advanced Workflow Rules Engine (OP AWARE) Actions
- Advanced Workflow Rules Engine (OP AWARE): Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Add + Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Remove Rule
- Advanced Workflow Rules Engine (OP AWARE): Split Rule
- Choosing a Clearinghouse
- Customizing the OP Superbill
- The $ED Record
- Tax ID Setup
- Group NPI Setup
- Set Superbill Stage Defaults
- Superbill Created By Column Crosswalk
- Statement Preferences Checklist
- Billing Preferences Crosswalk
- 20.3.0 Billing Preference Highlights and Action Items
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- Viewing the Billing Status on the Schedule
- View Superbill Stage from Tracking Schedule
- Posting Electronic Superbill Charges
- Charge Posting Options
- Manually Entering a Claim
- Manually Enter a Superbill
- Edit or Void Current Charges
- Enter Hospital Charges
- Adding Other Items to Claims
- Verify All Appointments Have Charges Posted
- Reviewing Open Superbills
- Review Current Claims
- Send Claims to the Transmit Queue
- Batch Print CMS-1500 Forms
- Reconcile Monies Received on a Daily Basis - Front Desk
- Close Out Daily Activity - Running a Daysheet
- Posting Self Pay Charges and Patient Adjustments
- Applying Copayments While Posting Charges
- Unposting Superbills
- National Drug Code (NDC) Claims Filing Tips
- Billing Vaccines to TRICARE
- CMS-1500 Details
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- Manually Entering Charges from a Paper Superbill
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- Enabling Billing Center Permissions
- Billing Center: Billing Performance Tab
- Billing Performance: Encounter Note Status (Sick and Well)
- Billing Performance: Superbills
- Billing Performance: Claim Status (Most Recent 90 Days)
- Billing Performance: Claim Turnaround Metrics
- Billing Performance: Patient Credits
- Billing Performance: Patient Statements
- Billing Center: AR Summary Tab
- A/R Summary: AR Aging
- A/R Summary: Last 10 Days where Daysheets Processed
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- Post a Payment to a Patient's Claim
- Memorize a Check Number for Reuse while Posting EOB
- Entering an Insurance Payment from the Patient Account
- Entering an Insurance Payment from Bulk Payments
- Posting an Insurance Credit Card Payment
- Transferring a Full or Partial Balance to a Patient
- Billing Secondary Claims
- Adjusting a Patient or an Insurance Balance
- Processing an Insurance Retraction, Takeback, or Recoupment
- Entering an Overpayment
- Balancing an EOB that has been Posted
- Post a Returned Check
- Billing Tertiary Claims
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- Managing HIPAA Code Tables
- Default Adjudication Match Status
- Adding Adjustment Codes used in Office
- Fetch and Process ERA Files
- Purpose of Using Force Pay Date
- Categorization of Adjudications
- Post ERA Payments
- Process Adjudications on the Unmatched Tab
- Editing Standard Adjudications when Posting ERA Files
- Processing a Primary Adjudication for Submission to a Secondary Payer on File
- Process an Adjudication from a Secondary Payer or an HSA Account
- Add a Miscellaneous CPT, eg. Interest, for the Purpose of Posting a Payment
- Processing e-Bill Adjudications for Interest Payments
- Processing Reverse Adjudications Assigned to the E-bill Provider Adjustment Account
- Process a Retraction or Offset for the Purpose of Issuing a Refund
- Manually Add a Credit for an Overpayment
- Balance all Payments on an ERA, EFT or ACH
- Indicate ERA Payment Funds Were Received
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- Process Claim Acknowledgements
- Accounts Receivable Navigation
- The Different Claim Stages
- Working A/R
- Make a Claim Note
- Create and Work Billing Tasks
- Correcting Claims
- Change Insurance Payer on Individual Transactions (Daysheeted Claims)
- Send Claims Back to the Transmittal Queue
- Void a Claim
- Print Proof of Timely Filing
- Patient Statement Setup
- Generate a Statement from the Patient Chart
- Pull a Patient Credit Report
- Apply Patient Credits
- Transfer Credits Between Siblings
- Print Statements for Patients on the Schedule
- Move a Patient Balance Back to Insurance
- Create Batch Statements
- Print or Send Statement Files from the Statement Queue
- Identify When (or If) a Statement was Printed or Sent
- Fields You Can Customize
- Customizing Your Statements
- View Previously Sent Statements/Statement Files
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- Billing Setup - Fee Schedule Maintenance Video
- Billing Setup - Insurance Contracts Video
- Superbills Badge Count - Quick Tip Video
- Rejections from the Clearinghouse - Quick Tip Video
- Rejections from the Payer - Quick Tip Video
- Referring Provider Rejections - Quick Tip Video
- InstaMed Clearinghouse Video
- Process Payments with InstaMed Video
- How to Correct a Claim - Quick Tip Video
- How to Recreate a Claim - Quick Tip Video
- How to Print Past Receipts - Quick Tip Video
- How to Print Past Statements - Quick Tip Video
- 2022 Place of Service and Modifier Updates
- Creating A Customized Good Faith Estimate (GFE) Form in Office Practicum
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- Approaching Care Plans
- Checklist for Activating Care Plans
- Care Plan Enrollment
- Overview Definition, Triggers, and Actions
- Purpose and Patient Goal Statement
- Activate, Enroll, and Privacy
- Bibliographic Citation
- Adding and Editing Triggers
- Grouping Rules and Actions
- Trigger Conditions Definitions
- Adding and Editing Actions
- Creating Care Plans
- Care Plan Item: Add, Edit, Delete
- Care Plan Item: Recall Schedule
- Care Plan Item Types
- Share Care Plans
- Care Plan Troubleshooting
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- Care Plans Overview - Quick Tip Video
- Care Plans Test Not Completed - Quick Tip Video
- Care Plans Troubleshooting - Quick Tip Video
- Care Plans Building Triggers and Conditions - Quick Tip Video
- Care Plans Actions - Quick Tip Video
- Care Plans Item Definition Does Not Match - Quick Tip Video
- Care Plans Items - Quick Tip Video
- Care Plans CQM Lists - Quick Tip Video
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- Carequality Overview
- Getting Started with Carequality (Implementation and Setup)
- Request Documents for a Patient Through Carequality
- Carequality Outbound Patient Data
- Carequality Overview - Quick Tip Video
- Carequality Permissions - Quick Tip Video
- Carequality Document Requests - Quick Tip Video
- Carequality Outbound Pt Info - Quick Tip Video
- Carequality Privacy - Quick Tip Video
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- View Prior Notes While Charting a Visit
- Start a Patient Visit
- Enter Vital Signs and Growth Measurements
- Encounter: Document Chief Complaint, History of Present Illness, and Review of Systems
- Well Visit: Document Interval History and Review of Systems (ROS)
- Apply Prior Encounter Notes and Messages to an Encounter Note
- Layer Templates
- Enter a Patient's History
- Print History
- Enter a Patient's Allergies and Reactions
- Medication Add and Review
- Complete a Patient's Risk Assessment
- AAP Guidance for Social Determinants Screening
- Well Visit: Document Developmental Milestones
- Asthma Action Plan Wizard
- Document the Physical Exam
- Chart an Encounter with a Well Visit
- Well Visit: Document Anticipatory Guidance (AG) and Counseling
- Manage the Order Worksheet
- Medications Administered in the Office
- Save a Template When Charting
- Flag a Note as Incomplete
- Add a Diagnosis to Problem List from an Encounter or Well Visit Note
- Well Visit: Code and Finalize the Visit Note
- Encounter: Code and Finalize the Visit Note
- Add and View Visit Note Addenda
- Invalidate (Delete) a Finalized Encounter or Well Visit Note (Providers Only)
- Print or Send a Patient Exit Note to the Portal
- Nurse Only Visits
- Finalize Open Visit Notes from the Navigation Panel (Clinical Work)
- Cosign a Note (Mid-Level and Provider Workflows)
- The Importance of Finalizing Notes in a Timely Fashion
- How Charges Get to the Superbill
- Adding and Sorting DX Codes for Claims
- Apply a Placeholder Template to a Visit Note (Split Go-Live)
- Color Coding for Review of Systems
- Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
- Review and Share Documents from a Visit Note
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- Manage Document Types and Categories
- Document Management Item Types and Reference
- Scanning Insurance Cards
- Scan and Label a New Document
- Split a .TIFF File That Contains Pages For Multiple Patients
- Edit or Delete a Scanned Item
- Capturing and Scanning Photo IDs
- Scan and Save a Document to the Non-Patient Directory
- Review Documents Received for Review
- Link a Scan to Labs
- Linking a Scan to Referrals
- Importing PDF Files
- Linking a Signature to a Provider
- Adding Handouts Saved on Computer
- Sign or Annotate a Document
- Send a Document to Another Staff Member/Provider to Review
- Scanning Signatures To New Providers - Quick Tip Video
- Linking Signatures To New Providers - Quick Tip Video
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- eFax Overview
- Recording: eFax Virtual Learning Event (Presented May 4, 2022)
- Getting Started with eFax (Implementation and Setup)
- eFax: Sending Faxes from OP (Outbound)
- eFax: Receiving Faxes into OP (Inbound)
- eFax: Usage Report and Audit Trail
- eFax: Overview - Quick Tip Video
- eFax: Setup - Quick Tip Video
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- Medication Favorites and Validating NDCs
- How can I manage the Medication List?
- Manage Pharmacy Favorites
- Adding a Medication to the Favorites List
- Delete a Medication from the Favorites List
- Edit a Medication in the Favorites List
- Why OP Will Block a Medication Favorite From Being Sent
- Inactivate/Reactivate Pharmacy Records
- Understanding Pharmacy Favorites + Address Book Relationship
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- Survey Downloads
- Changing Questions on a Survey
- Creating New Surveys
- Creating Answers
- Creating a Scored Survey
- Sharing Surveys
- Importing Surveys
- Copying Multiple Choice Answers to Subsequent Questions In A Survey
- Creating List or Multiple Choice Q&A
- Creating a Score Alert
- Creating Boolean Questions & Answers
- Creating Integer and Numeric Questions & Answers
- Modifying an Existing Survey
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- Vaccine Body Sites and Admin Routes
- Archive VIS Sheets
- Vaccine Name vs Brand Name
- Editing Vaccine Products
- Changing the Inventory Name in OP
- Adding New Vaccine Inventory
- Distinguishing Between Multiple Brand Names in the Vaccine Inventory
- Entering a Multi-Dose Vial
- Active vs Inactive Lots
- Retiring Lots
- Grid Report: Reconciling Your Inventory
- Lot Number Report
- Add, Edit Vital Sign Measurements
- Accessing Resources
- EPCS Setup
- Using Risk Groups
- Add, Edit, or Retire Encounter Questions
- Add, Edit Developmental Milestones
- Risk Groups: Overview - Quick Tip Video
- Risk Groups: Adding a Group - Quick Tip Video
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- eLabs: Creating Requisitions
- eLabs: Matching Lab Results
- eLabs: Site Enrollment Form
- eLabs: The Life Cycle of Orders and Results
- eLabs: Unlinking Imported eLabs Results
- eLabs: Electronic Results Timeline
- eLabs: Reconciling Lab Requisitions
- eLabs: Change Healthcare Lab Network List
- eLabs: Print a Lab Requisition or Label
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- Importing Medication History
- Prescription Rules
- Writing Prescriptions: Writing an e-Prescription
- Writing Prescriptions: Entering a Reference Prescription
- Writing Prescriptions: Writing a Free-Text Prescription
- Writing Prescriptions: Office Vended or Sample
- Writing Prescriptions: Writing an Order (Non-med) Prescription
- Editing Prescriptions
- Printing Prescriptions
- Prescribing as a Proxy or Provider Agent
- Cancel an Electronic Prescription
- Refilling a Prescription
- How to Use the e-Prescribing (e-Rx) Center
- Change Request Generic Substitution
- Change Request Prior Authorization
- Change Request Therapeutic Interchange
- Change Request Out of Stock
- Change Request Drug Use Evaluation
- Change Request Script Clarification
- Change Request Prescriber Authorization
- Using the Liquid Dose Calculator
- NCPDP Medication Unit Changes and Crosswalk
- Pharmacy Benefits Eligibility Checking
- Specifying a Generic Medication
- Renewal Requests
- Add a Compound Medication
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- Prescribing Controlled Substances with PDMP Video
- How to Validate NDCs for Prescriptions - Quick Tip Video
- How to Update Pharmacy Favorites - Quick Tip Video
- How to Update and Maintain Medication Favorites - Quick Tip Video
- Prescription Writer Pharmacy Selection - Quick Tip Video
- Prescription Writer Type Ahead - Quick Tip Video
- How to Find Pharmacies in Clinical Contact
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- Vaccine Barcoding Strategies and Training Video
- Refuse Vaccine: Charting Workflow Video
- Refuse Vaccine: Complete List Video
- Edit Vaccine from Complete List Video
- Enter Historic Vaccine (New) from Complete List Video
- Document an Immunity Video
- Document an Adverse Reaction Video
- Beyfortus 2ml Administration - Quick Tip Video
- Beyfortus Quick Recall - Quick Tip Video
- Vaccine Inventory Overview - Quick Tip Video
- Vaccine Inventory: Product Table - Quick Tip Video
- Vaccine Inventory: Inventory Reporting - Quick Tip Video
- Vaccine Inventory: Borrowing and Payback - Quick Tip Video
- Beyfortus Resources
- Measles Outbreaks, Early MMR: Implications for VacLogic+
- Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
- Order an Immunization
- Resolving Vaccine Registry Rejections
- Documenting a Wasted Vaccine Dose
- Administer Vaccines
- Enter a Documented Immunity
- View and Print Patient's Vaccine Record
- Correcting Vaccines
- Payback Vaccines
- Borrowing Vaccines
- Documenting Synagis
- Patient Consent
- Move or Share Vaccine Inventory
- Electronic Vaccine Consent Form
- Vaccine Resource Links
- MenB-FHbp Vaccine Recommendation
- Administering a Double Dose of a Vaccine
- Charting: Defer a Vaccine
- Charting: Refuse a Vaccine
- Immunizations: Complete List - Refuse
- Immunizations: Complete List - New
- Immunizations: Complete List - Edit
- Immunizations: Complete List - Defer
- Immunizations: Complete List - Adverse Reaction
- Selecting Immunization Administration
- Vaccine Indicators
- Kinrix and Quadracel Vaccine Dosing
- Td or Tdap Vaccine Dosing
- Add or Modify VIS Sheet: Non-Barcode
- Age and Dosage Warning Messages for DTaP+IPV
- PPSV23: Pneumococcal Vaccine Forecasting in OP
- Add a Vaccine to the Vaccine Codes Table
- Administer Vaccines to Non-Patients
- Move Vaccine Inventory: Manual Product Administration
- Add GTIN and NDC Numbers to a Vaccine Product
- Bi-directional Immunization Information System (IIS): Benefits and Workflow
- Immunization Registries: Best Practices
- VIS Links in the Patient Education Library
- Synagis: Document Like a Vaccine, or Document Like an Injection?
- Working Registry Tasks
- Requesting Multiple Immunization Registry Interfaces
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- Welcome Email/Registration (OP Portal)
- Customize Patient Home Page in the OP Portal
- Messaging Configuration in OP Portal
- Appointment Request Customization in OP Portal
- Rx Refill Configuration in OP Portal
- Medical Records Configuration and Customization in OP Portal
- Update Custom Texts in the OP Portal
- Notifications from the OP Portal
- OP Portal Reports
- OP’s New Patient Portal: Dispelling the FUD - A message from OP CEO Mike Ressel
- OP Portal Readiness Timeline
- OP Portal Readiness
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- Lesson 1: Staff and Provider Directory
- Lesson 2: Patient Information
- Lesson 3: Appointment Type Cleanup: Scheduled Appointments
- Lesson 4: Appointment Type Cleanup: Visit Templates and Patient Chart Defaults
- Lesson 5: Visibility Levels
- Lesson 6: Complete Your Preparation
- Knowledge Check | Course 1: Prepare OP for the Intelichart Portal
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- Lesson 1: Roles and Message Groups
- Lesson 2: Add Non-Clinical Staff
- Lesson 3: Add Providers
- Lesson 4: Add Clinical Staff
- Lesson 5: Intelichart Portal Management: Locations, General Settings, and Setup
- Lesson 6: Intelichart Portal Management: Advanced Links, Document Requests, Code Management, and Appointment Types
- Lesson 7: Review and Modify Page Templates
- Knowledge Check | Course 3: Portal Setup and Configuration
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- Lesson 1: View Intelichart Portal Account Status and Generate Intelichart Portal Registration PINs in OP
- Lesson 2: View Intelichart Portal Account Status and Generate Intelichart Portal Registration PINs in the Intelichart Practice Portal
- Lesson 3: Respond to Messages in OP: Appointment and Refill Messages
- Lesson 4: Respond to Messages in OP: Referral and General Messages
- Lesson 5: Account Activities in the Intelichart Practice Portal
- Knowledge Check | Course 5: Daily Intelichart Portal Activities
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- Lesson 1: Setup to Enable Self-Registration in OP and the Intelichart Portal
- Lesson 2: Complete Registration in OP for a Self-Registered Patient New to the Practice
- Lesson 3: Complete an Established Patient's Self-Registration on the Intelichart Patient Portal
- Knowledge Check | Course 8: Self-Registration
- InteliChart Portal Learning Journey Crosswalk
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- Top 5 Commonly Asked Questions About InteliChart Portal Features and Accessibility
- Promote Your InteliChartPortal
- How Clinical Data Flows to the InteliChart Patient Portal
- InteliChart Patient Portal: Out-of-the-Box Configuration
- InteliChart Patient Portal Permission Map
- Navigating the InteliChart Practice Portal: Resource Diagram
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- Intelichart Practice Portal: Activate Account
- Appointment Type Cleanup for Intelichart Portal Readiness
- Intelichart Practice Portal: Customize Page Templates
- Intelichart Patient Portal: Manage Parent/Patient Notifications
- Disable Multiple Patient Notifications
- InteliChart Patient Portal: Manage Visibility of Diagnosis Codes and Diagnostic Tests
- InteliChart Portal: Surveys
- InteliChart Practice Portal: Page Template Descriptions
- InteliChart Practice Portal: Configure Provider Search
- InteliChart Practice Portal: Configure Medical Record Requests
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- InteliChart Practice Portal: Start Here Quick Reference Guide
- InteliChart Practice Portal: Patient Interface Configuration QRG
- InteliChart Practice Portal: Configuration QRG
- InteliChart Patient Portal: Portal Message Management
- InteliChart Practice Portal: Reports QRG
- InteliChart Practice Portal: Code Management QRG
- InteliChart Practice Portal: Documents QRG
- InteliChart Practice Portal: Setting Up Scheduling QRG
- InteliChart Practice Portal: Self-Registration QRG
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- Understanding PIN Generation (InteliChart Portal)
- Generate an InteliChart Patient Portal PIN From OP (Easy Button)
- Issue an InteliChart Portal Registration PIN from the Appointment List (Practice Portal)
- Issue an InteliChart Portal Registration PIN from Patient Administration (InteliChart Practice Portal)
- Register a Patient While in the Office (With a PIN)
- Workflow: PIN Generation for Multiple Patients of the Same Family
- Complete InteliChart Portal Self-Registrations in OP (New Patient Workflow)
- Workflow: Provide InteliChart Portal Access to an Additional Parent
- InteliChart Patient Portal: Automated Enrollment
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- Send a Message to the InteliChart Patient Portal
- Search for a Patient in the Practice Portal
- Add, Modify, or Remove Proxy Access to a Patient's Portal Account
- OP Patient Portal: Send Bulk Message
- OP Patient Portal: Patient Education Workflow
- OP Practice Portal Reports
- OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests
- OP Patient Portal: Labs
- Documents: Bulk Migration Tool
- Parent Steps to Complete a Survey Sent to the OP Patient Portal
- Parent Steps to Complete a CHADIS Survey Sent to the OP Patient Portal
- OP Patient Portal Requirements and Recommendations
- Messages for Document and Survey Failures (PAM/Stenographer)
- OP Practice Portal: Patient Update Workflow
- Resend a Survey that Failed to be Delivered to the Portal
- Update Portal Account Status
- OP Patient Portal: Medications
- OP Patient Portal: Problem List
- OP Practice Portal: Deactivate Staff and Providers
- OP Practice Portal: Limit or Remove Parent Access to a Portal Account + Issue a PIN to a Minor
- Resetting Patient and Practice Portal Passwords
- OP Patient Portal: Managing Medication Refill Requests
- OP Patient Portal: Managing Referral Requests
- OP Patient Portal: Patient Reaches Age of Maturity (Minor Age Limit)
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- Why are parents receiving unexpected email notifications?
- Does the registration PIN from the InteliChart OP Patient Portal expire?
- How do I indicate that a parent does not want to enroll for the portal?
- How do I generate a PIN for an additional child or sibling from the Practice Portal?
- What happens if I change the visibility level of medications to Clinical Staff Only?
- Do Message Groups populate from Departments in OP?
- How is the Appointment List in the Dashboard populated?
- How are patient requests (appointment, referral, medication refill) configured?
- If a provider is not in a Message Group, can they still respond to portal messages from OP?
- Where will the photo display if added to a provider's portal setup?
- Do Appointment Types in OP populate the Reason for Appointment Mapping page?
- Can I generate PINs for multiple siblings at the same time from OP?
- How do I remove a duplicate portal account?
- When adding a provider, what is the difference between Full Access and Practice Only under Data Sharing?
- What's the best way to generate a PIN for a parent on the phone?
- How do I choose the Message Group that should receive insurance updates?
- When creating a new Role, can I copy another Role or do I have to start from scratch?
- Can I create custom Message Groups?
- Can a parent get access to their child's portal if the patient has reached the Minor Age Limit?
- Can a staff member be given two different Roles?
- Why can't I edit the Page Templates?
- Why aren't patient portal messages coming into OP?
- What staff needs to be added to the InteliChart Practice Portal?
- How do I show growth charts on the Patient Portal?
- Can I merge duplicate portal accounts?
- Why don't patients appear on the OP Patient Portal?
- How do I correct a portal account when a parent entered the patient's info instead of their own?
- Will a survey be sent to the Patient Portal with a Visibility higher than Any Staff Member?
- Will a parent be informed when a survey is deleted?
- What Documents can be sent to the Patient Portal?
- Where can I see the status of a patient's portal account?
- How do I change privacy on a document already shared to the portal?
- Can Bulk Statements be sent to the portal?
- Can a parent print their child's vaccine record from the portal?
- Can a parent print their child's Lab results from the portal?
- Why are Documents not flowing to the portal?
- How do parents add a PIN from another practice?
- I am ready to go live with the InteliChart Patient Portal, what do I do?
- How do I get an Associated User to show on the Practice Portal?
- How do I issue PINs for blended families?
- Will parents receive Appointment reminders and messages, for the same child(ren), when each has their own Patient Portal account?
- What do the task statuses mean?
- Can forms be created in InteliChart patient portal and integrated with OP?
- Are patient accounts disabled on the Patient Portal when their status is updated to Transferred in OP?
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- OP Patient Portal: Parent Toolkit
- OP Patient Portal Parent Experience: Patient Portal Navigation Video (English)
- OP Patient Portal Parent Experience: Complete Registration with a PIN (English) QRG
- OP Patient Portal Parent Experience: Patient Portal Navigation Video (Spanish)
- OP Patient Portal Parent Experience: Complete Registration with a PIN (Spanish) QRG
- OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (English)
- OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (Spanish)
- OP Patient Portal Parent Experience: Schedule an Appointment QRG
- OP Patient Portal Parent Experience: Make a Generic Appointment Request
- OP Patient Portal Parent Experience: Request a PIN & Complete Portal Registration QRG
- OP Patient Portal Parent Experience: Bill Pay QRG
- OP Patient Portal Parent Experience: Cancel or Reschedule an Appointment QRG
- OP Patient Portal Parent Experience: Access a Patient's Clinical Summary
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- OP Patient Portal Data Integrity: Staff/Provider Location- Resource Diagram
- OP Patient Portal Data Integrity: PCP and Medical Home- Resource Diagram
- OP Patient Portal Data Integrity: Family Contact Information- Resource Diagram
- OP Patient Portal Data Integrity: Inactivate Patients- Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Scheduled Appointments Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Visit Templates Resource Diagram
- OP Patient Portal Data Integrity: Appointment Type Cleanup- Patient Chart Default Resource Diagram
- OP Patient Portal Easy Button Diagram
- OP Patient Portal Basic Navigation Diagram
- OP Patient Portal Upcoming Appointment Diagram
- OP Patient Portal New Message Diagram
- OP Patient Portal New Lab Results Diagram
- OP Patient Portal New Document Diagram
- OP Patient Portal Patient Survey Diagram
- InteliChart Portal Tips & Tricks
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- PMX+ Automated Messages Overview
- Automated Messages Setup and Permissions
- Configure Delivery Rules for Automated Messages
- Reporting and Tracking Automated Messages
- PMX+ Automated Messages Overview - Quick Tip Video
- PMX+ Automated Messages Setup and Configuration - Quick Tip Video
- PMX+ Automated Messages Parent/Patient Experience - Quick Tip Video
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- 6 Strategies to Improve Well Visit Rates
- Demographic Analysis and Recall Overview
- Demographic Analysis and Recall: Create a Patient Demographics List
- Demographic Analysis and Recall: Run a Clinical Recall Report
- Diagnosis Recall Criteria
- Demographic Analysis and Recall: Run a Care Plan Recall Report
- Demographic Analysis and Recall: Run a Vaccine Status Recall Report
- Demographic Analysis and Recall: Run a Vaccines Given Report
- Demographic Analysis and Recall (DAR) Send Messages for Recall
- Print Labels from the Demographic Analysis/Recall Report
- Demographic Analysis and Recall: Saved Reports
- Commonly Used Patient Recall SQLs
- How To Run Recall Reports - Quick Tip Video
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- Practice Analytics: Overview
- Practice Analytics / Billing Reports Comparison
- Date Criteria: Dashboards vs ReportsNew
- Data Element Tutorial
- Filter Tutorial
- Maximized Elements
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- A/R Aging Analysis (New): Insurance Payer - Insurance A/R
- A/R Aging Analysis (New) - Insurance Payer- Patient A/R
- A/R Aging Analysis (New) - Insurance Payer- Secondary Responsibility Date A/R
- A/R Aging Analysis (New): Insurance Payer - Total A/R
- A/R Aging Analysis (New) - Insurance Payer- Patient Responsibility Date A/R
- A/R Aging Analysis (New) - Location - Patient A/R
- A/R Aging Analysis (New) - Location- Insurance A/R
- A/R Aging Analysis (New) - Location- Total A/R
- A/R Aging Analysis (New) - Rendering Provider- Insurance A/R
- A/R Aging Analysis (New) - Rendering Provider - Patient A/R
- A/R Aging Analysis (New) - Rendering Provider - Total A/R
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- Practice Analytics Reports Overview - Quick Tip Video
- Practice Analytics Reports Access and Setup - Quick Tip Video
- Practice Analytics Reports Standard Operation Reports - Quick Tip Video
- Practice Analytics Reports A/R Reports - Quick Tip Video
- Practice Analytics Reports Practice Overview - Quick Tip Video
- Practice Analytics Reports Navigating Reports - Quick Tip Video
- Practice Analytics Reports Daysheet Dependent Reports - Quick Tip Video
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- Financial Analytics (PA): Appointment Analysis
- Financial Analytics (PA): CPT Analysis
- Financial Analytics (PA): Patient Demographics
- Financial Analytics (PA): Vaccine Analysis
- Financial Analytics (PA): Charges, Payments and Adjustments
- Financial Analytics (PA): KPI Summary
- Financial Analytics (PA): Patient A/R Summary & Worklist
- Financial Analytics (PA): Insurance A/R Summary & Worklist
- Financial Analytics (PA): Provider Financial Analysis
- Financial Analytics (PA): Provider Schedule Analysis
- Financial Analytics (PA): Payer Analysis
- Financial Analytics (PA): Denials
- Financial Analytics (PA): RVU Analysis
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- Adding Staff into the Staff Directory
- Setting Up Providers in the Staff Directory
- Clinical Levels
- Adding, Modifying Passwords
- Deactivating a User Account
- Managing User Permissions
- User Permissions
- Managing Group Permissions
- How to Troubleshoot Permissions
- How to Troubleshoot Personalization
- Adding or Modifying Groups
- Enabling Strong Passwords
- Creating and Maintaining Strong Passwords
- Adding New Staff Members in OP - Quick Tip Video
- Duplicate Existing User as New User - Quick Tip Video
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- Appointment Types
- Template Zones
- Create a New Schedule Tab
- Schedule Templates
- Apply Multiple Templates & Multiple Locations
- Copy Schedule Templates Between Providers
- Creating a Schedule Using Slots
- Zone Purpose
- Add Staff/Resources to a Calendar View
- Set Calendar Display Preferences
- Getting Ready for Self-Scheduling
- Modify a Schedule Using Slots
- Schedule Settings
- Applying Schedule Templates - Overview - Quick Tip Video
- Applying Schedule Templates - Apply To/Reapply To - Quick Tip Video
- Applying Schedule Templates - Leap Year - Quick Tip Video
- Add To or Edit a Code Table
- Checklist: Add a New Provider to an Existing OP Practice
- Checklist: Add a Resident to an Existing OP Practice
- Checklist: Inactivate a Provider
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- Referrals and Transitions of Care
- Writing a Referral to a Specialist
- Viewing or Editing a Previous Referral
- Re-issuing a Referral Letter
- Reconcile Incoming Transitions of Care (CDA)
- Referral Workflow: Create a Response to a Referral
- Referral Workflow: Create a Tracking Entry
- Customize a CDA
- Create an On-Demand CDA
- One-Time CDA Export
- Recurring CDA Export
- Send a CDA
- Manage CDA Export Jobs
- CDA Reconciliation Errors
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- Confirm a New Patient Needs to be Registered
- Register a New Patient
- Copy a Sibling's Basic Information
- Change Family Address and Phone Number
- Adding Contacts to a Patient's Chart
- Merging Contacts
- Create a New Insurance Record
- Modifying a Patient Insurance Record
- Making an Insurance Record Inactive
- Copying Insurance Information From a Family Member
- Statement Method Options
- Validation Feature
- Print from Patient Register
- Adding Notes/Add'l Info to a Patient's Chart
- Adding a Clinical Contact
- Linking Families in OP
- Merging Duplicate Patient Charts
- Create a Wait List
- Specify a Patient's Gender Identity
- Specify a Patient's Sexual Orientation
- Specify a Patient's Ethnicity Details
- Specify a Patient's Race Details
- Insurance Validation Errors
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- Family Settings Overview - Quick Tip Video
- Family Settings: Family Contacts and Family History - Quick Tip Video
- Family Settings: Social History - Quick Tip Video
- Family Settings: Insurance Guarantor - Quick Tip Video
- Family Settings: Appointment Reminders, Recalls and Portal - Quick Tip Video
- Family Settings: Merge Contacts - Quick Tip Video
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- Schedule an Appointment
- Copy an Appointment
- Delete an Appointment
- Locating the Next Available Time Slot
- Manually Confirming Appointments
- Moving an Appointment on the Schedule
- View Appointments From Patient Tracking
- Using Flags and Alerts on the Schedule
- No Shows
- How to Search for an Appointment
- Pop-up Alerts
- Appointment Move-Up Option
- Cancelling Appointments
- Print the Schedule
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- Introduction to Reports
- OP Reports Home
- OP Reports: Practice Workflow Reports
- Infrastructure Update Guide
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- Navigating Financial Analytics in OP
- Financial Analytics: Understanding the Data and How to Compare It to OP Data
- Financial Analytics: Practice Summary
- Financial Analytics: Denial Summary
- Financial Analytics: Accounts Receivable
- Financial Analytics: AR History
- Financial Analytics: Trends
- Financial Analytics: Vaccines
- Financial Analytics: Vaccine Trends
- Financial Analytics: Insurance A/R Worklist
- Financial Analytics: Patient A/R Worklist
- Financial Analytics: Denial Worklist
- Exporting Dashboard Data from Financial Analytics
- Financial Analytics: Key Metrics
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- Accounting and Billing Reports
- Report Reference Dates
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- Standard Reports: Transactions for Check Number
- Standard Reports: Financial Summary
- Standard Reports: Charges per Scheduled Appointment
- Standard Reports: Unbilled Charges for Scheduled Appointments
- Standard Reports: Reimbursement per Visit
- Standard Reports: Scheduled Appointments
- Standard Reports: Compare Allowable to Payment
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- Billing Transaction Analysis: Transactions
- Billing Transaction Analysis: Total Receipts
- Billing Transaction Analysis: Receipts for Deposit
- Billing Transaction Analysis: Accounting Transfers
- Billing Transaction Analysis: Patient Credit Account
- Billing Transaction Analysis: Void Transactions Only
- Billing Transaction Analysis: Practice Level Adjustment
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- Patient Accounts: Proof Calculation and A/R History Maintenance
- Historical A/R Analysis
- A/R Aging Analysis: Ins. Payer - Ins. A/R
- A/R Aging Analysis: Insurance Payer - Patient A/R
- A/R Aging Analysis: Insurance Payer - Total A/R
- A/R Aging Analysis: Rendering Provider - Insurance A/R
- A/R Aging Analysis: Rendering Provider - Patient A/R
- A/R Aging Analysis: Rendering Provider - Total A/R
- A/R Aging Analysis: Location - Insurance A/R
- A/R Aging Analysis: Location - Patient A/R
- A/R Aging Analysis: Location - Total A/R
- A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R
- A/R Aging Analysis: Insurance Payer - Secondary Payer Resp. Date A/R
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- Audit Logs Usage
- Audit Trail Codes and Their Meaning
- Electronic Health Information (EHI) Export
- Designing Reports
- Clipping and Saving from the Clip-and-Save SQL Library
- Scheduling Database Viewer Reports to Run Automatically (Local)
- Adding a Signature to a Report
- Adding an Image to a Report
- Entering Dates Correctly
- OP Report Sharing - OPREP Files
- OP Report Sharing - RTM Files
- Download Page for .rtm Files
- Update General Letter Report When No Signature Printing
- Auditable Events Tracking for Certification
- RCM Performance Report
- SQL: Firebird and MySQL Differences
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- Complete a Survey
- Surveys Review
- Billing for Surveys
- Send OP Surveys to the Portal
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- Anytime Pediatrics Support and Resources
- Anytime Pediatrics: Before You Begin
- Anytime Pediatrics: Schedule an Appointment
- Anytime Pediatrics: Documenting a Visit
- Anytime Pediatrics: Add a New User
- Anytime Pediatrics Parent Experience: Create an Account QRG
- Anytime Pediatrics Telehealth Integration Video
- Webinar Recording: COVID Surge and Beyond: Integrating Telemedicine to Provide Appropriate Care
- Visit Info for Telehealth
- Charting and Billing for Telehealth Encounters
- Telehealth Workflow for Charting and Billing Video
- Telehealth Well Visits: Practice Guidance
- Telehealth / Telemedicine Insurance Payer Resources By State
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- Upcoming Webinars
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- Webinar Recording: Unlock the Full Potential of Your Practice with OP's Newest Analytics Dashboards (Presented October 17, 2024)
- Webinar Recording: Introducing the New OP Patient Portal
- Webinar Recording: Practice Analytics (Presented May 9, 2024)
- Webinar Recording: PMX+ Automated Messages
- Recording: eFax Virtual Learning Event (Presented May 4, 2022)
- Webinar Recording: Mental Health Monitor (Presented Dec. 9, 2022)
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- Webinar Recording: Managing the Financial Health of Your Practice
- Webinar Recording: Reducing Insurance A/R with EOB Payment Posting
- Webinar Recording: Reducing Insurance A/R with ERA Payment Posting
- Find Fully Paid CPTs and Give Yourself a Pay Raise
- Updating Your Practice Fee Schedule
- RVUs and the Medicare Fee Schedule
- Creating a Medicare Physician Fee Schedule
- Other Medicare Fee Schedules
- Update Your Vaccine Fee Schedule
- Monitoring Vaccine Charges and Payments (Parts 1 and 2)
- Fireside Chat: Contactless Payment
- Webinar Recording: OP Claim Scrubber - Edit Best Practices (Presented January 11, 2024)
- Webinar Recording: Optimizing the OP Claim Scrubber
- Webinar Recording: Navigating the Top Five Reports in OP Practice Analytics
- Webinar Recording: Optimizing the OP Claim Scrubber (Presented June 25, 2024)
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- Webinar Recording: Closing the Loop on Care
- Webinar Recording: Preparing for Flu Vaccine Season in Times of Social Distancing
- Performing Telehealth Well Visits
- Webinar Recording: Leveraging Telehealth Templates for Sick and Well Visits
- Recording & Slides: OP Enhancements to Support COVID-19 Vaccine Administration
- Webinar Recording: Creating Timely Patient Specific Alerts
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- Add a COVID-19 Self Assessment to Your Practice's Website!
- Webinar Recording & Resources: Understaffed & Overworked? Efficiency is the Name of the Game
- Webinar Recording & Resources: Managing High Visit Volume in Cold/Flu/Vaccination Season
- Webinar Recording: It's Time: Rethink How You Communicate with Your Pediatric Families
- Webinar Recording & Resources: Fill Your Pediatric Practice Schedule!
- Rethinking Your Patient Workflow with Social Distancing in Mind
- Webinar Recordings: COVID-19 Survival Checklist Series (Parts 1-5)
- Fireside Chat: Large Practice Lessons Learned
- Fireside Chat: Preparing Your Practice for Tomorrow with Kateri Haskett
- Fireside Chat: Preparing Your Practice for Tomorrow with Jeff Mathis
- Fireside Chat: Preparing Your Practice for Tomorrow with Dr. Barbara Periard
- Fireside Chat: Preparing Your Practice for Tomorrow with Matthew Carreira
- Webinar Recording: The Power of Patient Recalls (Presented February 14, 2024)
- Webinar Recording: Leveraging Your Demographic Data
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- Webinar Recording: Expanded Calendar Functionality (Presented October 19, 2023)
- Webinar Recording: Expanded Calendar Functionality (Presented October 25, 2023)
- Webinar Recording: Multi-Location Calendar Functionality (Presented December 11, 2023)
- Webinar Recording: Single Location Calendar Functionality (Presented December 12, 2023)
- Webinar Recording: Multi-Location Calendar Functionality (Presented December 14, 2023)
- Webinar Recording: Single Location Calendar Functionality (Presented December 15, 2023)
- Webinar Recording: Multi-Location Calendar Functionality (Presented January 9, 2024)
- Webinar Recording: Single Location Calendar Functionality (Presented January 10, 2024)
- Webinar Recording: Multi-Location Calendar Functionality (Presented January 11, 2024)
- Webinar Recording: Single Location Calendar Functionality (Presented January 12, 2024)
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- What user permissions are required to use eLabs?
- Do I need to archive other lab facilities when using eLabs?
- What information transfers from the OP Requisition to the eLabs Order Form?
- Why didn't my ordering provider carry over to the electronic order window?
- Why can’t I choose Lab Portal as Order Type in OP?
- Why can't I edit the requisition in OP?
- Why didn't the eLabs Order Form open to my interfaced lab?
- Where can I see the labs that were ordered through a task?
- How do I add a favorite lab order to the eLabs Preference List?
- How do I save lab order panels to the eLabs Preference List?
- How do I add a diagnosis to my eLabs Preference List?
- Why is a diagnosis code appearing automatically on the eLabs Order Form?
- What is required if Specimen collection is identified as ‘at lab’?
- Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
- Can I add the source site of a specimen?
- What does Validate Order in the eLabs Order Form do?
- Why is my insurance not appearing on the Change Healthcare requisition?
- When does the requisition go to eLabs?
- How do I print specimen labels?
- Why am I getting an error when I try to print a specimen label?
- Can I print the requisition and also send it to eLabs?
- Is special paper required for printing requisitions?
- Why am I getting an error when I try to print an eLabs requisition?
- What happens if a user closes the eLabs Order Form prior to sending?
- What are the action button options in the eLabs Order Form?
- Why didn’t the results automatch to the requisition?
- What lab orders and results will not be processed from within OP's eLabs interface?
- Why are my eLabs orders not showing in my note?
- Why is the time not recorded with the Collection Date and Report Date in the patient chart?
- What statuses make a requisition show in the list for possible matching OP requisitions?
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- Why didn't the parent receive the OP Portal Welcome Email?
- Why aren't my customizations showing on the OP Portal home page?
- Merchant Services: Which ones work with the OP Portal?
- How do I add a Parent/Guardian/Family Contact to the OP Portal if they are also a patient?
- How can I check if an OP Portal Welcome Email was sent?
- Why can't the parent/guardian see the patient on their Portal account?
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- What are the new portal features at-a-glance?
- What is the new OP Portal?
- I implemented the InteliChart Portal for Meaningful Use, now what should I do?
- What does Implementation of the Portal look like?
- What will it cost to use the InteliChart Portal?
- Who do practices need to contact to get this new InteliChart Portal Functionality?
- Can practices choose which Portal Features to opt into?
- What are the actions that practices need to take before implementation can begin?
- What training/support exists for newly implemented practices?
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- OP Cloud and On-Premise Information Security
- On-Premises Information Security
- Linking Welch Allyn Device to OP
- Allowing Office Practicum Support to Connect to your Workstation (ConnectWise)
- ODBC Connection to OP Database
- How can I tell what version of Windows I am using to run OP?
- How to Remove Spyware and Adware
- Dragon Dictation Compatibility
- Capturing Screenshots and PHI
- Error Reporting Within OP
- How do I run an Internet Speed Test in OP?
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- Installing OP on a Client Workstation
- Mapping the gdb_common Network Drive
- Remote Scan Setup for Client Server
- Workstations are Not Updating Following an OP Update
- Office Practicum Web Update
- How to Run OP Updates Video
- Before Updating
- Downloading and Installing OPWebUpdate
- Updating the OP Web Updater
- Running Web Update OP 20
- Performing an OP Client-Server Risk Assessment
- Anti-Virus Software Whitelist Recommendations
- On-Premise Server: Patient Message eXchange Service Update
- On-Premise Server Access Requirement
- Manage Updates Feature
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- Cloud Maintenance
- Instamed Credit Card Swiper Configuration
- Export Vendor Files
- Import Documents into OP Cloud
- Privacy and Safeguards
- Antivirus and Network Level Exceptions for OP Cloud
- How do I save and access the files on my computer through the tsclient connection on a Mac?
- Printing Within OP Cloud
- OP Cloud Information Security
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- OP Diagnostic Tests Import -- Overview of Lab Importing
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- Launching the OP Diagnostic Tests Importer
- Showing and Hiding Configuration Settings
- Importing Lab Results
- Filtering Lab Results
- Selecting Lab Results
- Viewing Lab Results in PDF and HL7 Files
- Searching for a Pending Requisition
- Viewing Details of a Pending Requisition
- Creating a Requisition for a Lab Result
- Linking a Lab Result to a Pending Requisition
- Reviewing Lab Results in the OP Application
- Auto-Matching Criteria for Incoming Lab Results Via Lab Importer
- Auto-Matching Criteria for Incoming Lab Results Via Unmatched Received Results
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- RCM Life Newsletter: March 2024 Edition
- RCM Life Newsletter: January 2024 Edition
- RCM Life Newsletter: December 2023 Edition
- RCM Life Newsletter: September 2023 Edition
- RCM Life Newsletter: August 2023 Edition
- RCM Life Newsletter: July 2023 Edition
- RCM Life Newsletter: June 2023 Edition
- RCM Life Newsletter: May 2023 Edition
- RCM Life Newsletter: March 2023 Edition
- RCM Life Newsletter: February 2023 Edition
- RCM Life Newsletter: January 2023 Edition
- RCM Life Newsletter: November 2022 Edition
- RCM Life Newsletter: October 2022 Edition
- RCM Life Newsletter: September 2022 Edition
- RCM Life Newsletter: August 2022 Edition
- RCM Life Newsletter: July 2022 Edition
- RCM Life Newsletter: June 2022 Edition
- RCM Life Newsletter: May 2022 Edition
- RCM Life Newsletter: April 2022 Edition
- RCM Life Newsletter: March 2022 Edition
- RCM Life Newsletter: February 2022 Edition
- RCM Life Newsletter: January 2022 Edition
- RCM Life Newsletter: December 2021 Edition
- RCM Life Newsletter: November 2021 Edition
- RCM Life Newsletter: October 2021 Edition
- RCM Life Newsletter: September 2021 Edition
- RCM Life Newsletter: August 2021 Edition
- RCM Life Newsletter: July 2021 Edition
- RCM Life Newsletter: June 2021 Edition
- RCM Life Newsletter: May 2021 Edition
- RCM Life Newsletter: March 2021 Edition
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- RCM Client Corner: RCM Billing Checklist
- RCM Client Corner: Optimizing your RCM Partnership
- RCM Client Corner: Address Issues
- RCM Client Corner: Holding Superbills
- RCM Client Corner: Eligibility
- RCM Client Corner: "Ready to Bill"
- RCM Client Corner: Entering Hospital Charges
- RCM Client Corner: Scanning into the Non-Patient Directory
- RCM Client Corner: No Show/Cancellations
- RCM Client Corner: Billing for Telemedicine Prior to OP 20.0.15
- RCM Client Corner: Billing for Telehealth with OP 20.0.15
- RCM Client Corner: Scrubbing Superbills and Common Modifiers
- RCM Client Corner: Patient Credits
- RCM Client Corner: Correcting Patient Payments
- RCM Client Corner: Entering Insurance for Newborns with Pending Eligibility
- RCM Client Corner: OP Claims Scrubber
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- RCM Client Corner: OP Claims Scrubber Video
- RCM Client Corner: "Ready to Bill" Billing Status Video
- RCM Session 1: Insurance Entry and Validation Video
- RCM Session 2: Scrubbing Superbills and Marking them Ready Video
- RCM Session 3: Patient Payments and Balancing Video
- RCM Session 4: Reports
- Running an SQL - Quick Tip Video
- Verifying Medicaid MCO Payers - Quick Tip Video
- Verifying Eligibility - Quick Tip Video
- Running A Transaction Analysis Report - Quick Tip Video
- Running A Reimbursement Analysis Report - Quick Tip Video
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- Identify Sensitive Data
- 21st Century Cures Act Short: The Problem List
- Webinar Recording & Resources: 21st Century Cures Act & OP: Addressing Questions for Your Practice (3/30/2021)
- Webinar Recording & Resources: 21st Century Cures Act: Sample Pediatric Policies and Exceptions (3/9/2021)
- 21st Century Cures Act: Sample Information Sharing Policy
- Webinar Recording & Resources: 21st Century Cures Act: What Pediatricians Need to Know (1/26/2021)
- 21st Century Cures Act: Pediatric Practice Checklist
- HIPAA and CMS Proposed Rule Changes
- 21st Century Cures Act: External Resources
- 21st Century Cures Act Q&A
- Identify and Clean Up Invalid Phone Numbers
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- AAP News: AAP Issues Guidance to Ensure Continued Care for Children During Pandemic
- Vaxopedia: Get All of Your COVID-19 Questions Answered
- Coding for COVID-19 and Non-Direct Care
- 3/23/20: AAP COVID-19 Resources and Updates for Pediatricians
- Coding at the AAP
- AAP News: Coronavirus disease outbreak coverage
- AAP Red Book Online: 2019 Novel Coronavirus (COVID-19) Infections
- CDC: COVID-19 Information for healthcare professionals
- World Health Organization: Coronavirus
- HealthyChildren.org: 2019 Novel Coronavirus (COVID-19)
- State Notices on Telehealth Policy in Response to COVID-19
- PMI COVID-19 Forum
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- Office Practicum Meaningful Use: CHPL ID/EHR Certification ID
- Promoting Interoperability (MU Stage 3) Learning Resource
- Overview: Participation in the EHR Incentive Program
- Introduction to Determining Medicaid Volume using the OP Software (Promoting Interoperability: Stage 3)
- Objective 1: Protect Patient Health Information
- Objective 2: Electronic Prescribing
- Objective 3: Clinical Decision Support
- Objective 4: Computerized Provider Order Entry (CPOE)
- Objective 5: Patient Electronic Access to Health Information
- Objective 6: Coordination of Care Through Patient Engagement
- Objective 7: Health Information Exchange
- Objective 8: Public Health and Clinical Data Registry Reporting
- QIC Reporting CEHRT 2015
- Implications of Changing QIC Reports
- Export Meaningful Use QIC Data to Microsoft Excel
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- InteliChart: 2015 ONC Stage 3 ACI Details Report
- InteliChart: ONC 2015 Report Logic - Workflow
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- MU: Introduction to Determining Medicaid Volume using the OP Software
- MU: Pick a 90-day Medicaid Volume Attestation Period
- MU: Confirm your Medicaid Designation Plan in your OP Software is Correct
- MU: Correct Assignment of Plans to Medicaid or non-Medicaid Status
- MU: Calculate Volume per Location
- MU: Decide if your Provider(s) will Attest as Individual(s) or Group
- MU: Select the Individual or Group Attestation Summary SQL Associated with your State
- MU: State Group SQL Table
- MU: State Assumptions
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- Office Practicum Medical Home Toolkit
- What It Means to Be a Patient-Centered Medical Home (2 Part Series)
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- OP Client Newsletter: October 2024
- OP Client Newsletter: September 2024
- OP Client Newsletter: July 2024
- OP Client Newsletter: June 2024
- OP Client Newsletter: May 2024
- OP Client Newsletter: March 2024
- OP Client Newsletter: January 2024
- OP Client Newsletter: December 2023
- OP Client Newsletter: November 2023
- OP Client Newsletter: September/October 2023
- OP Client Newsletter: August 2023
- OP Client Newsletter: July 2023
- OP Client Newsletter: May/June 2023
- OP Client Newsletter: March/April 2023
- OP Client Newsletter: February 2023
- OP Client Newsletter: January 2023
- OP Client Newsletter: December 2022
- OP Client Newsletter: November 2022
- OP Client Newsletter: October 2022
- OP Client Newsletter: September 2022
- OP Client Newsletter: August 2022
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- PediaTricks Podcast Episode 87: RemedyConnect - Keeping Site of Your SuccessNew
- PediaTricks Podcast Episode 86: RCM - New and Improved
- PediaTricks Podcast Episode 85: Quick Learning - New OP Educational Tools
- PediaTricks Podcast Episode 84: The Release Process - Staying Up To Date
- PediaTricks Podcast Episode 83: Welcome Aboard - Going Live with OP
- PediaTricks Podcast Episode 82: Client Success: We're With You Every Step Of The Way
- PediaTricks Podcast Episode 81: OPAware - Are You Aware Of All It Can Do?
- PediaTricks Podcast Episode 80: Modernization in OP - Bigger, Stronger, Faster
- PediaTricks Podcast Episode 79: PCMH - Relationship Based Care in OP
- PediaTricks Podcast Episode 78: OP in 2024 - New Year, New OP
- PediaTricks Podcast Episode 77: QuickTip Microvideos: Distilled Learning on the Help Center
- PediaTricks Podcast Episode 76: Care Plans - Why Should You Care?
- PediaTricks Podcast Episode 75: Cleaning Up Your Claims - Introducing the Integrated Claim Scrubber
- PediaTricks Podcast Episode 74: PMX+ - A New Age of Patient Messaging
- PediaTricks Podcast Episode 73: Education Evolving - A New Age of Learning at OP
- PediaTricks Podcast Episode 72: What Remedy Connect Can Do For Your Practice
- PediaTricks Podcast Episode 71: Evolving for Success - Discover the RCM Revolution
- PediaTricks Podcast Episode 70: Release Notes at OP - What's New and How Do We Know?
- PediaTricks Podcast Episode 69: How Are You Doing? - Client Experience at OP
- PediaTricks Podcast Episode 68: Financial Analytics - The Pulse of your Practice
- PediaTricks Podcast Episode 67: Just in Time Resources - Meeting You Where You're At
- PediaTricks Podcast Episode 66: Cures Act and OP - What You Need to Know
- PediaTricks Podcast Episode 65: Reducing No Shows in OP with OP Notify (and more!)
- PediaTricks Podcast Episode 64: Leveraging Technology in the Substance Use Landscape
- PediaTricks Podcast Episode 63: Community Integration Services
- PediaTricks Podcast Episode 62: Past, Present and Future of the EHR
- PediaTricks Podcast Episode 61: Feeling the Burn - Managing Physician Burnout
- PediaTricks Podcast Episode 60: Type I Diabetes - Tracking Via Technology
- PediaTricks Podcast Episode 59: SEO + Acquiring New Patients
- PediaTricks Podcast Episode 58: The Bipartisan Safer Communities Act
- PediaTricks Podcast Episode 57: Protecting and Innovating with VacLogic+
- PediaTricks Podcast Episode 56: Practice KPIs - What You Don't Know Can Hurt You
- PediaTricks Podcast Episode 55: Trauma Informed Care
- PediaTricks Podcast Episode 54: Clinical Integrated Networks (CINs)
- PediaTricks Podcast Episode 53: Behavioral Health Services at Capacity
- PediaTricks Podcast Episode 52: Telehealth - Not Just for Pandemics
- PediaTricks Podcast Episode 51: Youth Suicide Prevention - When "Fine" Isn't Fine
- PediaTricks Podcast Episode 50: Pediatric Mental Health - Seeing the Whole Child
- PediaTricks Podcast Episode 49: No Surprises in Patient Billing
- PediaTricks Podcast Episode 48: Interoperability - A World of Change in Healthcare
- PediaTricks Podcast Episode 47: Highlighting Listening to Our Kids
- PediaTricks Podcast Episode 46: Pediatric Mental Health in the Pandemic
- PediaTricks Podcast Episode 45: Staying Connected With Families and Staff
- PediaTricks Podcast Episode 44: Medicaid, Your Patients, and Your Practice
- PediaTricks Podcast Episode 43: The Many Dimensions of Infant Mental Health
- PediaTricks Podcast Episode 42: LMS (Learning Made Simple)
- PediaTricks Podcast Episode 41: Employee Engagement
- PediaTricks Podcast Episode 40: How Gaming Can Help Heal
- PediaTricks Podcast Episode 39: Social Media Optimization For Your Practice
- PediaTricks Podcast Episode 38: Linking Families For Ease of Care
- PediaTricks Podcast Episode 37: Accommodating Learner Time & Space with eLearning
- PediaTricks Podcast Episode 36: Providing Care With Grace in Stressful Times
- PediaTricks Podcast Episode 35: The Many Forms of Pediatric Success
- PediaTricks Podcast Episode 34: KPIs with Feelings
- PediaTricks Podcast Episode 33: Automated Portal Enrollment
- PediaTricks Podcast Episode 32: EHR Workflow Efficiency
- PediaTricks Podcast Episode 31: Getting From Here to There | Referrals & Transitions of Care
- PediaTricks Podcast Episode 30: How OP Has Helped Clinics Fight COVID
- PediaTricks Podcast Episode 29: Celebrating 35 Years of Growth!
- PediaTricks Podcast Episode 28: Where Have All My Patients Gone? Engaging via Telehealth
- PediaTricks Podcast Episode 27: Would You Like Fries With That - Optimizing Your Practice Schedule
- PediaTricks Podcast Episode 26: More Toolbox Than Tool - The OP Help Center
- PediaTricks Podcast Episode 25: The Onboarding Experience
- PediaTricks Podcast Episode 24: The Provider-Practice Connection
- PediaTricks Podcast Episode 23: Revenue Streams Streamlined
- PediaTricks Podcast Episode 22: Set Up for Recall Success
- PediaTricks Podcast Episode 21: Monitoring Your Financial Vitals
- PediaTricks Podcast Episode 20: Loving What We Do!
- PediaTricks Podcast Episode 19: Implementation Tips & Tricks for Smooth Transition
- PediaTricks Podcast Episode 18: 2021 Goals for OP | Looking Forward to the New Year
- PediaTricks Podcast Episode 17: Demand for Your Brand
- PediaTricks Podcast Episode 16: All You Ever Wanted to Know About E/M Coding (But Were Afraid to Ask)
- PediaTricks Podcast Episode 15: 21st Century Cures Act
- PediaTricks Podcast Episode 14: Interoperability: Playing Well with Others
- PediaTricks Podcast Episode 13: Medical Decision Making Made Easy(er)!
- PediaTricks Podcast Episode 12: Revisiting Portal and Support
- PediaTricks Podcast Episode 11: Long Tail of Learning
- PediaTricks Podcast Episode 10: Strong Partners
- PediaTricks Podcast Episode 9: Influential Positivity
- PediaTricks Podcast Episode 8: Up in the Clouds
- PediaTricks Podcast Episode 7: Mobilizing OP
- PediaTricks Podcast Episode 6: Close From a Distance
- PediaTricks Podcast Episode 5: Recalling the DAR
- PediaTricks Podcast Episode 4: Mapping Out OP's Products
- PediaTricks Podcast Episode 3: Portal With a Purpose
- PediaTricks Podcast Episode 2: Knowledge Across the Learning Ecosystem
- PediaTricks Podcast Episode 1: Support When You Need It
- Pilot Episode: PediaTricks Podcast
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- Product Roadmap: Q2 2022 Videos | Clinical, Practice Management and Remedy Suite
- Product Roadmap: Q1 2022 Videos | Clinical, Interoperability, and Practice Management
- Product Roadmap: Q4 2021 Videos | Clinical and Practice Management
- Product Roadmap: Q3 2021 Video
- Product Roadmap: Q2 2021 Videos | Clinical, Practice Management, and Interoperability
- Product Roadmap: Q1 2021 Video
- Product Roadmap: Q4 2020 Video
- Product Roadmap: Q3 2020 Video
- Product Roadmap: Q2 2020 Video
- Acquisition Announcement
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- Risk Stratification: The Why and the How Video Series
- Diagnostic Test Results Scope and Data Maintenance
- Specialty Growth Curves
- Office Practicum and Bright Futures Handouts
- Implications of Changing QIC Reports
- The Importance of Finalizing Notes in a Timely Fashion
- Payer Audits: Be Prepared!
- Maximizing Diagnoses on Claims: Overview and FAQ
- Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
