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.

Note Marked as Incomplete

Version 14.19

Overview

There may be instances when a provider needs a visual reminder that an encounter or well visit note is incomplete. Prior to saving a note, an indicator can be set as this visual reminder to flag the note as incomplete. 

To do this:

  1. Prior to closing the note, select the Flag as incomplete checkbox.
  2. Exit and save the note.

  1. In the patient's Encounter or Well Visit tab of the chart the Progress Note column displays NOTE STATUS:  MARKED AS INCOMPLETE 
  2. To complete the note and resolve the incomplete status:
  1. From the Encounters or Well Visits tab on the Schedule and Practice Workflow window, you will see notes that have not been finalized and have been flagged as incomplete. Highlight the note and click the Edit button.
  2. Deselect the Flag as incomplete checkbox. 
  3. Complete and finalize the note.
Note: If you choose to finalize the note prior to deselecting the Flag as Incomplete checkbox, a Confirm window appears to warn you that the note is marked as incomplete. Click No if additional edits are needed or click Yes to finalize the note.

Version 14.10

Overview

There may be instances when a provider needs a visual reminder that an encounter or well visit note is incomplete. Prior to saving a note, an indicator can be set as this visual reminder to flag the note as incomplete. 

To do this:

  1. Prior to closing the note, select the Flag as incomplete checkbox.
  2. Exit and save the note.

  1. In the patient's Encounter or Well Visit tab of the chart the Progress Note column displays NOTE STATUS:  MARKED AS INCOMPLETE 
  2. To complete the note and resolve the incomplete status:
  1. From the Encounters or Well Visits tab on the Schedule and Practice Workflow window, you will see notes that have not been finalized and have been flagged as incomplete. Highlight the note and click the Edit button.
  2. Deselect the Flag as incomplete checkbox. 
  3. Complete and finalize the note.
Note: If you choose to finalize the note prior to deselecting the Flag as Incomplete checkbox, a Confirm window appears to warn you that the note is marked as incomplete. Click No if additional edits are needed or click Yes to finalize the note.