OP 19 Enhancement FAQs

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After confirming a patient record does not already exist in your system, a new patient can be registered one of two ways in OP 19. The workflow can be initiated from:

• The Patient Chart button in the Clinical, Practice Management, or Billing tab. Click here for detailed instructions on registering a patient using this method.

• The Schedule via the Add/Edit Appointment window. To schedule a new patient using this method: 

1. Navigate to the Calendar and double-click on the desired time slot. The Add/Edit Appointment window opens.
2. Conduct a patient search to ensure the patient does not already have a record in your system.
3. Click the Create a New Patient with Appointment button .
4. Complete the fields highlighted in yellow: Last Name / Suffix, First / Middle Name, Birth Date, Sex, Phone Number.
5. Proceed with completing the appointment details and click Save. You will be notified via an information window of the new patient's chart number and be instructed to complete the full registration from the patient's chart at your earliest opportunity.

In OP, you have the option to include the diagnosis for BMI% when charting a well or an encounter visit and the patient's height and weight measurements are entered in the Vitals/Growth window. From the Assessment, select the checkbox Auto-calculate BMI code.

OP uses the following codes for patients 2 to 20 years of age:

• Z65.51 (<5%)
• Z68.52 (5%<85%)
• Z68.53 (85%<95%)
• Z68.54 (=>95%)

OP uses the following codes for patients 21 years and older:

• Z68.21 to Z68.45 (BMI range 21+)

Yes. A patient's next appointment is displayed in the Clinical Overview of the Patient Chart. If a patient does not have a future appointment scheduled, None will be displayed in the Next appt: field. The Next appt: field contains the date of the next appointment, the initials of the provider with whom the appointment is scheduled, and the appointment reason selected when the appointment was made.

A complete list of the patient's appointments can be accessed by simply clicking the text in the Next appt: field.

Yes! OP 19 features a new way to search for similar tasks. This is useful across all departments.

1. Click the Tasks button in the Clinical, Billing, or Practice Management tab.
2. Set your Task search parameters.
3. In the Description contains field, enter the description for which you'd like to search.
4. Click Search. The grid will populate based on the search findings.

In OP, you have the option to add selected problems to the Assessment of a Well or Encounter note. From the Problem List:

1. Click the checkbox for Auto-copy problems to encounter diagnosis list. 
2. Select the paper clip on the problem(s) to be passed to the Assessment.

It is recommended to only save the selection of the checkbox as a preference in Well Visits. More commonly during Sick Visits, there may be problems upon your review where the diagnosis should not be passed to the Assessment.

The Tracking Schedule now includes a checkbox to Exclude not checked in. Selecting this checkbox will exclude patients who have not checked in yet. Selecting the combination of the Exclude checked out checkbox and the Exclude not checked in checkbox provides users a view of only patients who are truly present in the office.

To move forward or backward in the schedule, 

1. Locate the Quick Move box above the calendar in the Calendar view of the Schedule. 
2. Enter: 

• A positive number to move forward in the schedule, or a negative number to move backward in the schedule
• D to move the number of days, W to move the number of week, M to move the number of months, or Y to move the number of years

In OP you have the ability to view and change visit status and room from within a Well and Encounter visit note. The selected Visit Status and Room appear in the top section on the Well Visit and Encounter note window. From the top of the Well Visit or Encounter note you can click the dropdown arrow in either field to change the selection.

In addition, the Visit status and Room are visible from the Clinical Overview of a Patient Chart. The Visit Status and Room appear in the top left of the Clinical Overview window. You can click the dropdown arrow in either field to change the selection.

Clear Active Form

In OP you can save preferences. Some saved preference examples include displaying what window opens when opening a patient's chart or changing the button order in the patient chart. However, there may be instances where you wish to remove what was saved. To do this:

1. Select the panel or window where you wish to remove the save preferences.
2. Select the Personalize tab on the ribbon.
3. Click the Clear Active Form button.

1. A confirmation window displays. Click OK.

1. An information window displays stating the default settings have been restored,. Click OK. You will need to log back in to see the changes.

Reset Desktop

In OP you can save preferences.The Reset Desktop provides a user the ability to clear all current preferences and then replace those preferences with those from another user. This does not change permissions. It only changes personalizations.

1. Select the panel or window where you wish to remove the save preferences.
2. Select the Personalize tab on the ribbon.
3. Click the Reset Desktop button.

1. A warning window displays. Click Yes.
2. The Reset Desktop window displays. Select a reset action radio button.

1. Click the OK button.
2. The Information window displays. Click OK. You will need to exit and reopen OP.

OP 19 introduces the ability to see only unposted or out of balance ERAs. To do this, use the radio button is the Posting Status section of the ERA Payments tab of the Billing Center:

For common actions such as New, Delete, Edit, Print, and Refresh, users can decide how they would like to see the buttons displayed. To make this selection:

1. Navigate to the Personalize tab. 
2. Select the Icons on buttons checkbox if you prefer to see these buttons represented by an icon. Deselect the checkbox if you prefer to see text on these buttons.
3. Save this selection as a preference (optional).