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 -- Background Information

Version 14.19

Register Family - Background Information

The Register Family Application allows your users to register their families with your practice. Users are presented with a form that collects data about their family's names, home address, phone numbers, and other information.

When the user accesses this application, there are two possible views that will appear. If this user has NOT registered with your practice before, they will be presented with the "Register Family" form, which allows them to register their entire family at once. If the user HAS already registered with your practice before meaning that the user has patients associated with their account in OP), they will be presented with the "Register New Patients" form, which allows them add a new patient to their family -- one at a time -- and associate them with other related contacts.

Some important notes about this application:

  • Your users should be creating accounts using an E-mail address that you have on file in Office Practicum. The patient portal links its accounts directly to OP contact records that use the same E-mail address. When one of your users creates their account for the first time, they will be required to provide an E-mail address that is used as their "account name" for accessing the patient portal. If they use an E-mail address that you already have on file within OP, when their account is created, the patient portal will automatically link them to their records in OP, and they will have instant access to their family members on file. This also means that if a patient signs up using a different email address, when their portal account is created, it will not be linked to any patient records. In that case, the office will need to get involved and correct the issue.
Version 14.10

Register Family - Background Information

The Register Family Application allows your users to register their families with your practice. Users are presented with a form that collects data about their family's names, home address, phone numbers, and other information.

When the user accesses this application, there are two possible views that will appear. If this user has NOT registered with your practice before, they will be presented with the "Register Family" form, which allows them to register their entire family at once. If the user HAS already registered with your practice before meaning that the user has patients associated with their account in OP), they will be presented with the "Register New Patients" form, which allows them add a new patient to their family -- one at a time -- and associate them with other related contacts.

Some important notes about this application:

  • Your users should be creating accounts using an E-mail address that you have on file in Office Practicum. The patient portal links its accounts directly to OP contact records that use the same E-mail address. When one of your users creates their account for the first time, they will be required to provide an E-mail address that is used as their "account name" for accessing the patient portal. If they use an E-mail address that you already have on file within OP, when their account is created, the patient portal will automatically link them to their records in OP, and they will have instant access to their family members on file. This also means that if a patient signs up using a different email address, when their portal account is created, it will not be linked to any patient records. In that case, the office will need to get involved and correct the issue.