We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (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 Patient Portal Applications: Register Family -- Administration

Version 14.19

Register Family - Administration

To set the administrative preferences for Patient Registration:

  1. Log on to the Patient Portal.
  2. Click on the Patient Registration link.


  1. Click the Wrench icon (  ) and select Preferences from the dropdown list. The Patient Portal displays the Patient Registration administration page. 


  1. Send message notifications of new registrations?
    Checking this box forces the portal to send selected staff members a message to the OP Message Center whenever there is a new family registered with the practice.
    When you select this box, the Patient Portal displays a dropdown list of all staff members.


To specify which staff members receive notification, select the checkbox by each staff member’s name. You can also select the departments that will receive messages submitted from the Patient Portal. To do so, scroll down to the bottom of the list of staff members to the list of departments.
To specify which departments receive notification, select the checkbox by each department name.

  1. Select the default patient status for newly registered patients
    This setting determines how the Patient Portal classifies newly registered patients. The administrator can choose to make newly registered patients Active immediately upon registration, Inactive (which requires a status change in OP), or Waitlist (which also requires a status change in OP but allows the user to set a registration date).
  2. Referrer
    Specifying the referrer helps the office track the use of patient registration on the Patient Portal. If the administrator enters the word Web in this field, whenever a new contact or patient is registered, the Referrer field in the (F2) Register screen in OP includes the word Web. This option can be used if the practice has an interest in keeping track of who registers via the web as opposed to in the office or over the phone.
  3. Prevent duplicate registrations
    Having this option checked enables the system to determine whether contact or patient information entered into these forms has already been registered under a different email address. With this option checked, the Patient Portal prevents these duplicate registrations from occurring.
  4. Only allow existing families to register patients.
    This setting keeps new users that are not in your system from registering their whole family.
  5. Collect extended demographic information (race, ethnicity, language).
    If you are using the Patient Portal to meet the requirements for receiving Meaningful Use funding, you must select this setting. This setting enables the collection of extended demographics in the Patient Portal (including a patient's ethnicity, spoken languages, and race).
    If you are not using the Patient Portal to receive Meaningful Use funding, or you are collecting these statistics outside of Office Practicum, you can deselect this option.
  6. Allow unborn patient registration.
    This setting allows patients to register a newborn before the birth date. With this option selected, the user selects any date after the current date to register an unborn patient.
  7. Allow users to select their Primary Care Provider?
    This setting allows parents/guardians to choose the provider they want their child to see. When the user selects this checkbox, the Patient Portal displays a dropdown list of medical providers from which the that the user can select a Primary Care Provider.
    To specify a Primary Care Provider, select the checkbox by the provider’s name.
  1. After setting all preferences, click the Submit button to save your changes.


Version 14.10

Register Family - Administration

To set the administrative preferences for Patient Registration:

  1. Log on to the Patient Portal.
  2. Click on the Patient Registration link.


  1. Click the Wrench icon (  ) and select Preferences from the dropdown list. The Patient Portal displays the Patient Registration administration page. 


  1. Send message notifications of new registrations?
    Checking this box forces the portal to send selected staff members a message to the OP Message Center whenever there is a new family registered with the practice.
    When you select this box, the Patient Portal displays a dropdown list of all staff members.


To specify which staff members receive notification, select the checkbox by each staff member’s name. You can also select the departments that will receive messages submitted from the Patient Portal. To do so, scroll down to the bottom of the list of staff members to the list of departments.
To specify which departments receive notification, select the checkbox by each department name.

  1. Select the default patient status for newly registered patients
    This setting determines how the Patient Portal classifies newly registered patients. The administrator can choose to make newly registered patients Active immediately upon registration, Inactive (which requires a status change in OP), or Waitlist (which also requires a status change in OP but allows the user to set a registration date).
  2. Referrer
    Specifying the referrer helps the office track the use of patient registration on the Patient Portal. If the administrator enters the word Web in this field, whenever a new contact or patient is registered, the Referrer field in the (F2) Register screen in OP includes the word Web. This option can be used if the practice has an interest in keeping track of who registers via the web as opposed to in the office or over the phone.
  3. Prevent duplicate registrations
    Having this option checked enables the system to determine whether contact or patient information entered into these forms has already been registered under a different email address. With this option checked, the Patient Portal prevents these duplicate registrations from occurring.
  4. Only allow existing families to register patients.
    This setting keeps new users that are not in your system from registering their whole family.
  5. Collect extended demographic information (race, ethnicity, language).
    If you are using the Patient Portal to meet the requirements for receiving Meaningful Use funding, you must select this setting. This setting enables the collection of extended demographics in the Patient Portal (including a patient's ethnicity, spoken languages, and race).
    If you are not using the Patient Portal to receive Meaningful Use funding, or you are collecting these statistics outside of Office Practicum, you can deselect this option.
  6. Allow unborn patient registration.
    This setting allows patients to register a newborn before the birth date. With this option selected, the user selects any date after the current date to register an unborn patient.
  7. Allow users to select their Primary Care Provider?
    This setting allows parents/guardians to choose the provider they want their child to see. When the user selects this checkbox, the Patient Portal displays a dropdown list of medical providers from which the that the user can select a Primary Care Provider.
    To specify a Primary Care Provider, select the checkbox by the provider’s name.
  1. After setting all preferences, click the Submit button to save your changes.