We are currently updating the OP Help Center content for the release of OP 19, which is a member of the certified OP 14 family of products. OP 19’s 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.

OP 19 Enhancement FAQs

What are the Billing changes in OP 19?

OP 19 does not introduce any Billing workflow changes. 

It does, however, introduce:

  • The inclusion of the Billing group in the Main Navigation panel, complete with badging. This group contains the following items that can be clicked to access the respective area in the Billing Center:
  • Claims: Claims that have been created but not queued.
  • Superbills: Unprocessed Charges older than 30 days.
  • Rejections: Claims that have been rejected and not fixed aged 90 days.
  • Queue: Claims that have been queued but not sent.
  • Remits: Adjudications that have been processed but not posted.
  • Not Ack (Acknowledged): Claims that have been sent but not acknowledged for 90 days.
  • The automatic addition of a patient's insurance payer and rendering provider to billing-related tasks. This occurs when a follow up task is created from any billing area (such as from the Claims in the patient chart, or from the Billing Center). For more information on searching for tasks by description, click here.

How do I register a new patient and schedule them in OP 19?

OP 19 introduces what may be considered a new workflow for registering and scheduling new patients. Some practices may have already been handling the registration of new patients in this manner, but it has been streamlined for consistency and for adhering to best practice. To register a new patient, start at the chart!

This Quick Reference Guide will walk you through the steps for registering a new patient in OP 19. 

Once that patient has been registered, you may proceed with scheduling the new patient's appointment. If your workflow begins with offering an available appointment time to the parent/patient, you can enter a "placeholder" on the schedule by doing the following:

  1. Click once in the offered time slot.
  2. Type a note, such as: Hold for new patient, or simply Hold. That time slot will now be reserved.
  3. Proceed with registering the new patient.
  4. Return to the Schedule and double-click the reserved time slot. The Add/Edit Appointment window opens.
  5. Search for and select the new patient. Upon selecting the new patient, the Appt text field will populate with that patient's information rather than the placeholder note you entered.
  • If the new patient decided to not schedule an appointment at this time, simply select the placeholder, right-click and select Delete appointment.

How is BMI calculated in OP 19?

In OP you have the option to include the diagnosis for BMI% when charting a well 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 18 years of age:

  • Z65.81 (<5%)
  • Z68.52 (5%-85%)
  • Z68.53 (85%-95%)
  • Z68.54 (>95%)

OP uses the following codes for patients 18 years and older:

  • Z68.1 (19.9 or less)
  • Z68.2 to Z68.44 (BMI range 20+)
  • Z68.45 (BMI 70 or greater)

Can I see a patient's next appointment from the Chart?

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.

Can I search for tasks by the description?

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.

How do I add a Problem List item to the Assessment?

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 to be passed to the Assessment.

It is best practice that you not set as a preference this checkbox as marked selected. There may be problems upon your review where the diagnosis should not be passed to the Assessment.

How can I see only patients that have been checked in?

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.

How can I quickly move forward in the schedule?

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, to move the number of week, to move the number of months, or to move the number of years

Please note, once the corresponding letter is typed on your keyboard, you will be taken to the date in the calendar. You will not see the letter that was typed. See the image below for a visual representation of moving forward 2 months and then backwards 2 months:

Where can I see and change the room and visit status?

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.

How can I revert saved preferences?

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, select the Personalize tab on the Ribbon and click the Clear Active Form button.

How can I see only unposted or out of balance ERAs?

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: