Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

OP 19 Crosswalk (OP 14 Path vs OP 19 Path)

Overview

The OP 19 Crosswalk is to help explain the paths to reach windows in OP 19 versus the ways you reached windows in OP 14.  

Warning: Please note that the paths indicated in the table below are the default OP 19 paths. Path structures may be different based on how you personalize and set permissions for your version of OP 19. Not seeing a button or tab called out in the table below could indicate that you do not have the proper permission to view that tab or button. Please contact your practice's OP administrator to grant you the proper permissions.

OP 19 Crosswalk Table

To quickly find the form you want in this table:

  • FILTER: Enter specific key words (or a character string) in the filter bar.  As you enter characters in the filter bar, the rows not containing those characters will become hidden.  The visible rows display based upon the characters in the row that match the characters in the filter bar.  The more characters you enter, the more the table will be filtered.  Please only use key words and correct spelling.  You can use letters and numbers. Do not use commas to separate keywords.
  • SORT: You can sort A - Z and Z - A by clicking on a column header. 
Note: JavaScript must be enabled in order to use the search and sort capability.


Action
OP 19 Tab
Previous OP 14 Path
Current OP 19 Path
Access the Appointment Calendar
Clinical
Smart Toolbar > Sched button > Calendar tab
Clinical tab > Schedule button
Access the Tracking Window
Clinical
Smart Toolbar > Sched button > Tracking tab
Clinical tab > Schedule button > Tracking radio button
Open a Patient Chart
Clinical
Smart Toolbar > Chart button
Clinical tab > Patient Chart button
Scan a Document
Clinical
Smart Toolbar > Docs button
Clinical tab > Document Mgmt button
Tasks: All
Clinical
Smart Toolbar > Sched button > Tasks tab
Clinical tab > Tasks button
Tasks: Patient
Clinical
Smart Toolbar > Chart button > Tasks tab
Clinical tab > Patient Chart button > Tasks button
Send a Message
Clinical
Smart Toolbar > Send button
Clinical tab > Send Message button
Access the Address Book
Clinical
Smart Toolbar > Adr Bk
Clinical tab > Address Book button
Event Chronology
Clinical
Smart Toolbar > Chron
Clinical tab > Medical Records
Print School/Camp Forms
Clinical
Smart Toolbar > FormsClinical tab > School/Camp Forms
Encounter Template Editor
Clinical
Utilities menu > Manage Clinical Features > Encounter Template Editor
Clinical tab > Encounter Templates button
Well Visit Template Editor
Clinical
Utilities menu > Manage Clinical Features > Well Visit Template Editor
Clinical tab > Well Visit Templates
Medication Favorites
Clinical
Utilities menu > Manage Clinical Features > Medication Favorites
Clinical tab > Medication Favorites
Care Plans
Clinical
Utilities menu > Manage Clinical Features > Care Plans
Clinical tab > Care Plans
Pharmacy Favorites
Clinical
Utilities menu > Manage Clinical Features > Pharmacy Favorites
Clinical tab > Pharmacies
Phrase Construction
Clinical
Utilities menu > Manage Clinical Features > Phrase Construction
Clinical tab > Phrases
Diagnostic Test Setup
Clinical
Utilities menu > Manage Clinical Features > Diagnostic Test Setup
Clinical tab > More button (Customize group) > Diagnostic Tests
Encounter Questions
Clinical
Utilities menu > Manage Clinical Features > Encounter Questions
Clinical tab > More button (Customize group) > Encounter Questions
Developmental Milestones
Clinical
Utilities menu > Manage Clinical Features > Developmental Milestones
Clinical tab > More button (Customize group) > Developmental Milestones
Graphical Milestones
Clinical
Utilities menu > Manage Clinical Features > Milestones - Graphical
Clinical tab > More button (Customize group) > Graphical Milestones
AAP/Local Content Library
Clinical
Utilities Menu > Manage Clinical Features > AAP/Local content Library
Clinical tab > More button (Customize group) > Patient Education
Report Criteria Editor
Clinical
Utilities Menu > Manage Clinical Features > Report Criteria Editor
Clinical tab > More button (Customize group) > Report Criteria
Risk Assessment Editor
Clinical
Utilities Menu > Manage Clinical Features > Risk Assessment Editor
Clinical tab > More button (Customize group) > Risk Assessments
Survey Administrator
Clinical
Utilities Menu > Manage Clinical Features > Survey Administrator
Clinical tab > More button (Customize group) > Surveys button
Diagnosis Codes
Clinical
Utilities Menu > Manage Codes > Diagnosis Codes
Clinical tab > Diagnosis Codes button
Procedure (CPT) Codes
Clinical
Utilities Menu > Manage Codes > Procedure (CPT) Codes
Clinical tab > Procedure (CPT Codes) button
Allergy Codes
Clinical
Utilities Menu > Manage Codes > Allergy Codes
Clinical tab > More button (Reference Data group) > Allergy Codes
Vital Signs to Monitor
Clinical
Utilities Menu > Manage Codes > Vital Sign To Monitor
Clinical tab > More button (Reference Data group) > Vital Signs
Vaccine Body Sites/Route/VIS
Clinical
Utilities Menu > Manage Codes > Vaccine Body Sites/Route/VIS
Clinical tab > More button (Reference Data group) > Immunization Codes
Open the Schedule
Practice Management
Smart Toolbar > Sched button
Practice Management tab > Schedule button
Open the Patient Chart
Practice Management
Smart Toolbar > Chart button
Practice Management tab > Patient Chart button
View all Tasks
Practice Management
Smart Toolbar > Sched button > Tasks
Practice Management tab > Tasks button
Send a Message
Practice Management
Smart Toolbar > Send button
Practice Management tab > Send Message button
Access the Address Book
Practice Management
Smart Toolbar > Adr Bk
Practice Management tab > Address Book button
Scan/View a Document
Practice Management
Smart Toolbar > Docs button
Practice Management tab > Document Mgmt button
Open Contact Manager
Practice Management
Activities Menu > Contact Manager
Practice Management tab > Contact Manager button
Manage Vaccine Inventory
Practice Management
Activities Menu > Maintain Vaccine Inventory
Practice Management tab > Manage Vaccine Inventory
Patient Message eXchange
Practice Management
Activities Menu > Patient Message eXchange
Practice Management tab > Patient Message eXchange
Demographic Analysis/Recall
Practice Management
Reports Menu > Demographic Analysis and Recall
Practice Management tab > Demographic Analysis/Recall button
Vaccine Inventory Forecast
Practice Management
Reports Menu > Vaccine Inventory Forecast
Practice Management tab > Vaccine Inventory Forecast button
VFC Immunization Records
Practice Management
Reports menu > Grid Analysis of Immunization Records
Practice Management tab > VFC Immunization Records button
Immunizations Queue
Practice Management
Activities Menu > Review Records in Queue
Practice Management tab > More button (Reports group) > Immunizations Queue button
Open the Staff/Provider Directory
Practice Management
Utilities Menu > Manage Practice > Staff/Provider Directory
Practice Management tab > Staff/Providers button
Practices/Locations
Practice Management
Utilities Menu > Manage Practice > Practices/Locations
Practice Management tab > Practice and Locations button
Departments
Practice Management
Utilities Menu > Manage Practice > Departments
Practice Management tab > Departments button
Vaccine Products
Practice Management
Utilities Menu > Manage Codes > Vaccine Products
Practice Management tab > More (Reference Data group) > Vaccine Products
Vaccine Registry Codes
Practice Management
Utilities Menu > Manage Codes > Registry Lookup Codes
Practice Management tab > More button (Reference Data group) > Vaccine Registry Codes
Consent Record Types
Practice Management
Utilities Menu > Manage Codes > Consent Record Types
Practice Management > More button (Reference Data group) > Consent Record Types
Zip Codes
Practice Management
Utilities Menu > Manage Codes > Zip Codes
Practice Management Tab > More (Reference Data group) > Zip Codes
Appointment Types and Zones
Practice Management
Utilities Menu > Manage Practice > Appointment Preferences
Practice Management tab > Appointments button
Schedule Templates
Practice Management
Utilities Menu > Manage Practice > Schedule Templates
Practice Management tab >  Schedule Templates button
Codes Values
Practice Management
Utilities Menu > Manage Codes > Coded Values
Practice Management tab > Coded Values
Address Book Specialties
Practice Management
Utilities Menu > Manage Codes > Address Book Specialties
Practice Management tab > More button (Customize group) > Address Book Specialties button
Open the Schedule
Billing
Smart Toolbar > Sched button
Billing tab > Schedule button
Open the Billing Center
Billing
Smart Toolbar > Billing button
Billing tab > Billing Center button
Open the Patient Chart
Billing
Smart Toolbar > Chart button
Billing tab > Patient Chart button
View all Tasks
Billing
Smart Toolbar > Sched button > Tasks
Billing tab > Tasks button
Post Bulk Payments
Billing
Activities Menu > Post Bulk Payments
Billing tab > Bulk Payments
Post Single Capitation Payments
Billing
Activities Menu > Capitation Payment: Single Entry
Billing tab > Capitation (single)
Post Distributed Capitation Payment
Billing
Activities Menu > Capitation Payment: Distributed Entries
Billing tab > Capitation (distribute)
Proof Patient Accounts
Billing
Reports Menu > Proof Patient Accounts
Billing tab > Proof Patient Accounts
Billing Transaction Analysis Report
Billing
Reports Menu > Billing Transaction Analysis
Billing tab > Transactions button > Transaction Analysis
Reimbursement Analysis Report
Billing
Reports Menu > Reimbursement Analysis
Billing tab > Transactions button > Reimbursement Analysis
Standard Reports
Billing
Reports Menu > Standard Reports
Billing tab > Transactions button > Standard Billing Reports
A/R Aging Analysis
Billing
Reports Menu > A/R Aging Analysis
Billing tab > A/R button > A/R Aging Analysis button
Historical A/R Analysis
Billing
Reports Menu > Historical A/R Analysis
Billing tab > A/R button > Historical A/R Analysis
Daysheet Log
Billing
Reports Menu > Daysheet Log
Billing tab > Logs button > Daysheet Log
RCM Performance Report
Billing
Reports Menu > RCM Performance
Billing tab > RCM button (Reports group) > RCM Performance
Diagnosis Code Table
Billing
Utilities Menu > Manage Codes > Diagnosis Codes
Billing tab > Diagnosis Codes
CPT Code Table
Billing
Utilities Menu > Manage Codes > Procedure (CPT) Codes
Billing tab > Procedure (CPT) Codes button
HIPAA Codes
Billing
Utilities Menu > Manage Codes > HIPAA Codes
Billing tab > More button (Reference Data group) > HIPAA Codes button
Place of Service Codes
Billing
Utilities Menu > Manage Codes > Place of Service Codes
Billing tab > More (Reference Data group) > Place of Service Codes
Insurance Payers List
Billing
Utilities Menu > Manage Practice > Insurance Payers
Billing tab > Payers button
Insurance Payers List
Billing
Utilities Menu > Manage Practice > Insurance Payers
Billing tab > Payers button
Insurance Contracts
Billing
Utilities Menu > Manage Practice > Insurance Contracts
Billing tab > Contracts button
Hospitals
Billing
Utilities Menu > Manage Practice > Hospital Facilities
Billing tab > Hospitals button
Block and Substitution Rules
Billing
Utilities Menu > Manage Practice >  Blocked & Substituted Rules
Billing tab > More button (Customize group) > Coding Substitution Rules
e-Correspondents
Admin
Utilities Menu > System Admin > e-Correspondents
Admin tab > Connections
Workgroup Administration
Admin
Utilities Menu > System Admin > Workgroup Administration
Admin tab > Workstations
Practice Administration Documents
Admin
Activities Menu > Administrative Documents
Admin tab > Admin Documents
Archive Medical Records
Admin
Utilities Menu > System Admin > Archive Records
Admin tab > Archive Records
Map ICD-9 Diagnosis Codes
Admin
Utilities Menu > System Admin > Map ICD-9 Diagnosis Codes
Admin tab > Map Diagnosis Codes
Security Administration
Admin
Utilities Menu > System Admin > Security Administration
Admin tab > Security Administration
Logged in Users
Admin
Log In/Out Menu > Show Logged in Users
Admin tab > Logged In Users
Audit Trail
Admin
Utilities Menu > System Admin > Security Audit Trail
Admin tab > Audit Trail
Backup Log
Admin
Utilities Menu > System Admin > View Backup Log
Admin tab > Backup Log
HL7 Error Log
Admin
Utilities Menu > System Admin > View HL7 Error Log
Admin tab > HL7 Error Log
DB Monitor
Admin
CTRL + ALT + SHIFT + right click to the right of last Smart Toolbar buttonAdmin tab > Monitor SQL
System Preferences
Admin
Utilities Menu > System Admin > System Preferences
Admin tab > Global Preferences
Access the QIC
Tools
Tools Menu > QIC (MU Calculator)
Tools > QIC
Access OP Reports
Tools
Tools Menu > OP Reports
Tools > OP Reports
Import/Export OP Reports
Tools
Tools Menu > OP Report Share
Tools > Report Share
Access the Database Viewer
Tools
Tools Menu > Database Viewer
Tools > Database Viewer
Lab Importer (Old)
Tools
Tools Menu > Diagnostic Test Import
Tools > Old Lab Importer
Decrypt a File
Tools
File Menu > Decrypt
Tools > Decrypt File
Encrypt a File
Tools
File Menu > Encrypt
Tools > Encrypt File
Verify Encrypted File
Tools
File Menu > Verify
Tools > Verify Encrypted File
Save Preferences for Active window
Personalize
Smart Toolbar > Pref button > Active button
Personalize tab > Active Form button
Save Preferences for All windows
Personalize
Smart Toolbar > Pref button > All button
Personalize tab > Entire Desktop button
Multi-Patient Mode
Personalize
N/APersonalize tab > Multi-patient mode checkbox
Use tabbed interface
Personalize
N/APersonalize tab > Use tabbed interface checkbox
Access Help Center
Help
Help Menu > Help Topics
Help tab > Help Center button
View Release Notes
Help
Help Menu > Release Notes/Known Issues
Help tab > Release Notes button
Start a Live Chat
Help
Smart Toolbar > Chat button
Help tab > Live Chat button
Open Team Viewer
Help
Help Menu > Connexin Viewer
Help tab > Remote Viewer button
Open the Support Hub
Help
Help Menu > Support Center
Help tab > Support Hub button
Open the Ideas Portal
Help
N/A
Help tab > Ideas Portal button
Check Service Availability
Help
Help Menu > Service Availability Dashboard
Help tab > Service Availability button
Run Speed Test
Help
Help Menu > Internet Speed Test
Help tab > Speed Test button
About Your OP
Help
Help Menu > About
Help tab > About button
Message Center: Unread Phone
Main Navigation Panel
Smart Toolbar > Sched button > Messages tab > Unread Phone tab
OR
Smart Toolbar > Msgs button > Unread Phone tab
Main Navigation Panel > Phone (Messages group)
Message Center: Unread Portal
Main Navigation Panel
Smart Toolbar > Sched button > Messages tab > Unread Portal tab
OR
Smart Toolbar > Msgs button > Unread Portal tab
Main Navigation Panel > Portal (Messages group)
Message Center: Unread External
Main Navigation Panel
Smart Toolbar > Sched button > Messages tab > Unread External tab
OR 
Smart Toolbar > Msgs button > Unread External tab
Main Navigation Panel > External (Messages group)
Message Center: Needs Action
Main Navigation Panel
Smart Toolbar > Sched button > Messages tab > Needs Action tab
OR
Smart Toolbar > Msgs button > Needs Action tab
Main Navigation Panel > Need Action (Messages group)
Instant Message
Main Navigation Panel
Smart Toolbar > IM button
Main Navigation Panel > Instant (Messages group)
Encounters
Main Navigation Panel
Smart Toolbar > Sched button > Encounters tab
Main Navigation Panel > Encounters (Clinical group)
Well Visits
Main Navigation Panel
Smart Toolbar > Sched button > Well Visits tab
Main Navigation Panel > Well Visits (Clinical group)
Diagnostic Tests: Received Results
Main Navigation Panel
Smart Toolbar > Sched button > Diagnostic Tests tab > Results Received/Reviewed tab
Main Navigation Panel > Received (Clinical group)
Diagnostic Tests: Reviewed Results
Main Navigation Panel
N/A
Main Navigation Panel > Reviewed (Clinical group)
Referrals
Main Navigation Panel
Smart Toolbar > Sched button > Referrals tab
Main Navigation Panel > Referrals (Clinical group)
See unreviewed Documents
Main Navigation Panel
Smart Toolbar > Sched button > Documents tab
Main Navigation Panel > Documents (Clinical group)
Survey
Main Navigation Panel
Smart Toolbar > Sched button > Surveys tab
Main Navigation Panel > Surveys (Clinical group)
Electronic Prescribing Center
Main Navigation Panel
Smart Toolbar > eRX button
OR
Smart Toolbar > Sched button > e-Rx button
Main Navigation Panel > e-Prescribing (Clinical group)
Refill Requests
Main Navigation Panel
Smart Toolbar > eRX button > Refill/Change Request tab
OR
Smart Toolbar > Sched button > e-Rx button > Refill/Change Request tab
Main Navigation Panel > Refill Requests (Clinical group)
Claims Created not Queued
Main Navigation Panel
Smart Toolbar > Billing button > Claims/AR tab > Not Daysheeted, new claims only Stage > Q0 category
Main Navigation Panel > Claims (Billing group) 
OR
Billing tab > Billing Center button > Claims (A/R) tab > Not Daysheeted, new claims only Stage > Q0 category
Superbills not converted over 30 days
Main Navigation Panel
Smart Toolbar > Billing button > Superbills tab
Main Navigation Panel > Superbills (Billing group)
OR
Billing tab > Billing Center button > Superbills tab
Rejected Claims
Main Navigation Panel
Smart Toolbar > Billing button > Claims/AR tab > Rejected/Denied Stage
Main Navigation Panel > Rejections (Billing group)
OR
Billing tab > Billing Center button > Claims (A/R) tab > Rejected/Denied stage
Claims Queued Not Sent
Main Navigation Panel
Smart Toolbar > Billing button > Transmit Queue tab
Main Navigation Panel > Queue (Billing group)
OR
Billing tab > Billing Center button > Queue tab
Adjudications Not Posted
Main Navigation Panel
Smart Toolbar > Billing button > Adjudications tab
Main Navigation Panel > Remits (Billing group)
OR
Billing tab > Billing Center button > Adjudications tab
Claims Sent Not Acknowledged
Main Navigation Panel
Smart Toolbar > Billing button > Claims/AR tab > Transmitted, not yet acknowledged Stage
Main Navigation Panel > Not Ack (Billing group)
OR
Billing tab > Billing Center button > Claims (A/R) tab > Transmitted, not yet acknowledged stage
Clinical Overview
Patient Chart
Smart Toolbar > Chart button > Overview tab
Clinical, Billing, Practice Management tab > Patient Chart button > Clinical Overview
Care Plans
Patient Chart
Smart Toolbar > Chart button > Care Plans tab
Clinical, Billing, Practice Management tab > Patient Chart button > Care Plans
Encounters
Patient Chart
Smart Toolbar > Chart button > Encounters tab
Clinical, Billing, Practice Management tab > Patient Chart button > Encounters
Well Visits
Patient Chart
Smart Toolbar > Chart button > Well Visits tab
Clinical, Billing, Practice Management tab > Patient Chart button > Well Visits
Referrals and Transition of Care
Patient Chart
Smart Toolbar > Chart button > Referrals / Trans tab
Clinical, Billing, Practice Management tab > Patient Chart button > Referrals/TOC
Problem List
Patient Chart
Smart Toolbar > Chart button > Problem List tab
OR
Smart Toolbar > Chart button> Overview tab > Problem List heading
Clinical, Billing, Practice Management tab > Patient Chart button > Problem List
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clinical Overview > Problem List heading
Allergies and Reactions
Patient Chart
Smart Toolbar > Chart button > Allergies/Rxns tab
OR
Smart Toolbar > Chart button > Overview tab > Allergies/Reactions heading
Clinical, Billing, Practice Management tab > Patient Chart button > Allergies
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clinical Overview > Allergies/Reactions heading
Medications
Patient Chart
Smart Toolbar > Chart button > Medications tab
OR
Smart Toolbar > Chart button > Overview tab > Active Medications heading
Clinical, Billing, Practice Management tab > Patient Chart button > Medications
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clinical Overview > Active Medications heading
Immunizations
Patient Chart
Smart Toolbar > Chart button > Immunizations tab
OR
Smart Toolbar > Chart button > Overview tab > Immunization Forecast heading
Clinical, Billing, Practice Management tab > Patient Chart button > Immunizations
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clinical Overview > Immunization Forecast heading
History
Patient Chart
Smart Toolbar > Chart button > History tab
OR
Smart Toolbar > Chart button > Overview tab > Pertinent Positive History heading
Clinical, Billing, Practice Management tab > Patient Chart button > History
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clincal Overview > Pertinent Positive History heading
Vitals/Growth Measurements
Patient Chart
Smart Toolbar > Chart button > Vitals/Growth tab
Clinical, Billing, Practice Management tab > Patient Chart button > Vitals/Growth
Diagnostic Tests
Patient Chart
Smart Toolbar > Chart button > Diagnostic Tests tab
Clinical, Billing, Practice Management tab > Patient Chart button > Diagnostic Tests
Risk Assessment
Patient Chart
Smart Toolbar > Chart button > Risk Assessment tab
Clinical, Billing, Practice Management tab > Patient Chart button > Risk Assessment
Surveys
Patient Chart
Smart Toolbar > Chart button > Surveys tab
Clinical, Billing, Practice Management tab > Patient Chart button > Surveys
Developmental Milestones
Patient Chart
Smart Toolbar > Chart button > Development  tab
Clinical, Billing, Practice Management tab > Patient Chart button > Development
Asthma Action Plans
Patient Chart
Smart Toolbar > Chart button > Asthma Plans tab
Clinical, Billing, Practice Management tab > Patient Chart button > Asthma Plans
General Notes
Patient Chart
Smart Toolbar > Chart button > General Notes tab
OR
Smart Toolbar > Chart button > Overview tab > General Notes heading
Clinical, Billing, Practice Management tab > Patient Chart button > General Notes
OR
Clinical, Billing, Practice Management tab > Patient Chart button > Clincal Overview > General Notes heading
Basic Demographic Information
Patient Chart
Smart Toolbar > Rgstr button > Patient tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Basic Information
Miscellaneous Notes
Patient Chart
Smart Toolbar > Rgstr button > Misc/Notes tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Notes/Addl Info
Privacy
Patient Chart
Smart Toolbar > Rgstr button > Privacy tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Privacy/Sharing
Contacts
Patient Chart
Smart Toolbar > Rgstr button > Contacts tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Family Contacts
Coordination of Care
Patient Chart
Smart Toolbar > Rgstr button > Coord Care tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Clinical Contacts
Consents
Patient Chart
Smart Toolbar > Rgstr button > Consents tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Consent Forms
Account Summary
Patient Chart
Smart Toolbar > Accnt button > Overview tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Summary
Insurance Record
Patient Chart
Smart Toolbar > Accnt button > Insurance tab
OR
Smart Toolbar > Rgstr button > Insurance tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Insurance
Claims
Patient Chart
Smart Toolbar > Accnt button > Claims tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Claims
Charges
Patient Chart
Smart Toolbar > Accnt button > Charges tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Charges
Payments
Patient Chart
Smart Toolbar > Accnt button > Payments tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Payments
Credits
Patient Chart
Smart Toolbar > Accnt button > Credits tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Credits
Statements
Patient Chart
Smart Toolbar > Accnt button > Statements tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Statements
Disclosures
Patient Chart
Smart Toolbar > Accnt button > Disclosures tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Disclosures
Messages
Patient Chart
Smart Toolbar > Accnt or Chart button > Messages tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Messages
Tasks
Patient Chart
Smart Toolbar > Accnt or Chart button > Tasks tab
Clinical, Billing, or Practice Management tab > Patient Chart button > Tasks
General Letters
Patient Chart
Activities Menu > Create General Letters
Clinical, Billing, or Practice Management tab > Patient Chart button > General Letters
Patient Documents
Patient Chart
Smart Toolbar > Docs button
Clinical, Billing, or Practice Management tab > Patient Chart button > Documents
Patient Event Chronology
Patient Chart
Smart Toolbar > Chron button
Clinical, Billing, or Practice Management tab > Patient Chart button > Medical Records
School/Camp
Patient Chart
Smart Toolbar > Forms button
Clinical, Billing, or Practice Management tab > Patient Chart button > School/Camp