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.

InteliChart Contacts

InteliChart: OP Notify Reminder Notifications

How Family Contact records are created in OP will determine who receives reminder notifications. This also includes the Method of Delivery. Below you will find information to assist you and the practice.

OP Contact FieldInteliChart FieldDelivery Method in InteliChart
Cell phoneMobile PhoneText
Primary phoneHome PhoneCall
Home emailEmail AddressEmail

Primary Phone Caveats

  • Contact Record: If Home Phone was selected as the Preferred Contact Method for reminders and there is no Primary phone, the Work phone will be sent to InteliChart.
  • Patient: If Home Phone was selected as the Preferred Contact Method for reminders and there is no Primary phone, the Day phone will be sent to InteliChart.

Home Email Caveats

  • Contact Record: If Home email was selected as the Preferred Contact Method for reminders and there is no Home email, the Work email will be sent to InteliChart.

Other Caveats

  • Role/Reason: In order for a contact to receive reminder notifications, that contact must have a Role/Reason of Mother, Father, or Legal Guardian.

Algorithm Summary:

  1. To populate InteliChart, OP will first look at the Family Contacts in priority order, meaning we will start at Contact 1. If Contact 1 meets the criteria listed below, OP will send information to InteliChart.
  • The Family Contact must reside with the patient, the Res? checkbox must be selected.
  • Authority must be selected as Joint or Exclusive.
  • Reminders in Preferred Contact Methods must not be blank or have No Contact selected.

  1. If any of the above fields are blank, OP will look for the information on Contact 2 and proceed through the contact list until all criteria are met or the contact list has been exhausted.
  2. In support of the bi-lingual feature available in InteliChart, language for the contact will be sent when Home Phone is selected as the preferred contact method.

Note: The Language field can be blank if the preferred contact method for reminders is not Home Phone and the contact's primary language is not Spanish.

  1. If no Family Contact record meets the criteria, OP will look at the patient record for information.

InteliChart: OP Patient Portal Family Contact

Algorithm Summary:

  1. To populate InteliChart, OP will first look at the Family Contacts in priority order, meaning we will start at Contact 1. If Contact 1 meets the criteria listed below, OP will send information to InteliChart.
  • The Family Contact must reside with the patient, the Res? checkbox must be selected.
  • Authority must be selected as Joint or Exclusive.
  • Reminders in Preferred Contact Methods must not be blank or have No Contact selected.

  1. If any of the above fields are blank, OP will look for the information on Contact 2 and proceed through the contact list until all criteria are met or the contact list has been exhausted.
  2. In support of the bi-lingual feature available in InteliChart, language for the contact will be sent when Home Phone is selected as the preferred contact method.

Note: The Language field can be blank if the preferred contact method for reminders is not Home Phone and the contact's primary language is not Spanish.

  1. If no Family Contact record meets the criteria, OP will look at the patient record for information.