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 Notify: Training Program

Version 14.19

 WARNING: This information is intended only for clients currently in the implementation or production phase with OP Notify functionality.

Overview

The OP Notify training program is designed to assist users with understanding OP Notify functions. Please follow the program in order to obtain a better understanding of the material presented.

It is recommended that you do the following:

  1. Watch the videos to learn what to do for each function.
  2. Replay each video while engaging with OP Notify to complete the actions items for that video. 
Note: As you follow along with the video while configuring OP Notify, pause the video as necessary so that you do not miss any steps.

If you need step-by-step written directions, click the Resource Links listed in the row:

  • Articles provide detailed instructions for the actions that are addressed in each video. The information within each article is summarized in a section of a Quick Reference Guide (QRG).
  • QRGs are designed for you to print and have available when working with OP Notify. The QRGs contain information that is outlined in more detail within multiple articles. For example, information from articles Activate Account, Settings, Roles, and Staff can all be found as sections in the Practice Administrator QRG.
FAQs regarding OP Notify, click here.

OP Notify Curriculum

The curriculum is split by function. Locate your desired function and follow the curriculum accordingly. Resource links are available for each task performed by the function.

Practice Administration

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Activate the account.
3. Log into OP Notify.
QRG

Activate Account

Article

Add Roles
(3 mins 53 secs)
1. Stop video.
2. Add front desk role.
Practice Administrator
QRG
Roles
Article
Add Staff Members
(10 mins 07 secs)
1. Stop video.
2. Add staff members that will have access to OP Notify.
Practice Administrator
QRG
Staff
Article
Event Settings
(3 mins 17 secs)
1. Stop video.
2. Configure Event default values.
Practice Administrator
QRG
Settings
Article

Email Templates

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a Notify Event Email Template.
QRG

Create New Event (Notify Template)

Article

1. Stop video.
2. Create an ON Demand Event Email Template.
Email Templates 
QRG

Create New Event (On Demand Template)

Article
1. Stop video.
2. Edit one of your templates.
Email Templates
QRG

Edit an Event Email Template (to be supplied)

Article

Create Reminder Events

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a call reminder event.

3. Test the call reminder event.

QRG
Appointment Reminder Events
Article

Call Reminder Event

Article

1. Stop video.
2. Create a text reminder event.

3. Test the text reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Text Reminder Event
Article
1. Stop video.
2. Create a email reminder event.

3. Test the email reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Email Reminder Event
Article
1. Stop video.
2. Create a call or text reminder event.

3. Test the call or text reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Call or Text Reminder Event
Article
(6 mins 43 secs)
1. Stop video.
2. Create a generic provider call.

3. Test the generic provider call.

OP Notify: Create Events Generic Provider QRG
QRG
OP Notify: Generic Provider Event Setup (to be supplied)
Article
OP Notify: Generic Provider Call Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Text Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Email Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Call or Text Reminder Event (to be supplied)
Article

On Demand Notifications

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a call notification.

3. Test the call notification.

QRG
On Demand Notification Events
Article

Call Notification Event

Article

1. Stop video.
2. Create a text notification.

3. Test the text notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Text Notification Event
Article
1. Stop video.
2. Create a email notification.

3. Test the email notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Email Notification Event
Article
1. Stop video.
2. Create a call or text notification.

3. Test the call or text notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Call or Text Notification Event
Article

Reports

Video Link
Action Items
Resource Links
Resource Type
Appointment Reminder Reports 
(no video available)
1. Read Resources.
2. Run an Appointment Reminder Report.
QRG
Appointment Reminders Reports

Article

On Demand Notification Reports
(no video available)
1. Read Resources.
2. Run an On Demand Notification Report.
Reports
QRG
On Demand Notifications Reports
Article

Recalls

You cannot run recalls with OP Notify at this time. To run recalls, use PMX.

FAQs

FAQs regarding OP Notify, click here.

Version 14.10

 WARNING: This information is intended only for clients currently in the implementation or production phase with OP Notify functionality.

Overview

The OP Notify training program is designed to assist users with understanding OP Notify functions. Please follow the program in order to obtain a better understanding of the material presented.

It is recommended that you do the following:

  1. Watch the videos to learn what to do for each function.
  2. Replay each video while engaging with OP Notify to complete the actions items for that video. 
Note: As you follow along with the video while configuring OP Notify, pause the video as necessary so that you do not miss any steps.

If you need step-by-step written directions, click the Resource Links listed in the row:

  • Articles provide detailed instructions for the actions that are addressed in each video. The information within each article is summarized in a section of a Quick Reference Guide (QRG).
  • QRGs are designed for you to print and have available when working with OP Notify. The QRGs contain information that appears in more detail within multiple articles. For example, information from articles Activate Account, Settings, Roles, and Staff can all be found as sections in the Practice Administrator QRG.
FAQs regarding OP Notify, click here.

OP Notify Curriculum

 The curriculum is split by function. Locate your desired function and follow the curriculum accordingly. Resource links are available for each task performed by the function.

Practice Administration

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Activate the account.
3. Log into OP Notify.
QRG

Activate Account

Article

Add Roles
(3 mins 53 secs)
1. Stop video.
2. Add front desk role.
Practice Administrator
QRG
Roles
Article
Add Staff Members
(10 mins 07 secs)
1. Stop video.
2. Add staff members that will have access to OP Notify.
Practice Administrator
QRG
Staff
Article
Event Settings
(3 mins 17 secs)
1. Stop video.
2. Configure Event default values.
Practice Administrator
QRG
Settings
Article

Email Templates

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a Notify Event Email Template.
QRG

Create New Event (Notify Template)

Article

1. Stop video.
2. Create an ON Demand Event Email Template.
Email Templates 
QRG

Create New Event (On Demand Template)

Article
1. Stop video.
2. Edit one of your templates.
Email Templates
QRG

Edit an Event Email Template (to be supplied)

Article

Create Reminder Events

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a call reminder event.

3. Test the call reminder event.

QRG
Appointment Reminder Events
Article

Call Reminder Event

Article

1. Stop video.
2. Create a text reminder event.

3. Test the text reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Text Reminder Event
Article
1. Stop video.
2. Create a email reminder event.

3. Test the email reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Email Reminder Event
Article
1. Stop video.
2. Create a call or text reminder event.

3. Test the call or text reminder event.

Create Events
QRG
Appointment Reminder Events
Article
Call or Text Reminder Event
Article
(6 mins 43 secs)
1. Stop video.
2. Create a generic provider call.

3. Test the generic provider call.

OP Notify: Create Events Generic Provider QRG
QRG
OP Notify: Generic Provider Event Setup (to be supplied)
Article
OP Notify: Generic Provider Call Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Text Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Email Reminder Event (to be supplied)
Article
OP Notify: Generic Provider Call or Text Reminder Event (to be supplied)
Article

On Demand Notifications

Video Link
Action Items
Resource Links
Resource Type
1. Stop video.
2. Create a call notification.

3. Test the call notification.

QRG
On Demand Notification Events
Article

Call Notification Event

Article

1. Stop video.
2. Create a text notification.

3. Test the text notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Text Notification Event
Article
1. Stop video.
2. Create a email notification.

3. Test the email notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Email Notification Event
Article
1. Stop video.
2. Create a call or text notification.

3. Test the call or text notification.

On Demand Notification
QRG
On Demand Notification Events
Article
Call or Text Notification Event
Article

Reports

Video Link
Action Items
Resource Links
Resource Type
Appointment Reminder Reports 
(no video available)
1. Read Resources.
2. Run an Appointment Reminder Report.
QRG
Appointment Reminders Reports

Article

On Demand Notification Reports
(no video available)
1. Read Resources.
2. Run an On Demand Notification Report.
Reports
QRG
On Demand Notifications Reports
Article

Recalls

You cannot run recalls with OP Notify at this time. To run recalls, use PMX.

FAQs

FAQs regarding OP Notify, click here.

Version 14.8

OP Notify was implemented in Version 14.9.