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 Patient Portal: Promoting Interoperability (MU Stage 3)

Follow this Learning Journey if your practice is participating in the EHR Incentive Program.

The content in this article is relevant to the OP Patient Portal, powered by InteliChart. 

New Release

On Friday, November 1, 2019, your InteliChart Patient Portal environment will be upgraded to version 3.5.9. The system will be unavailable between 9:00 pm EDT to 9:00 am EDT Saturday, November 2, 2019. Visit InteliChart Release 3.5.9 Release Notes for important information regarding the content of the release.

Your OP Patient Portal: Getting Started

Your OP Implementation team configured your portal with these settings. We realize that the portal has plenty of additional settings you will want to configure, but here are the steps you should focus on if you want to succeed. If you are the Portal Administrator:


Review the items in the table below if you need help with additional configuration and portal features.  

Have Questions Not Covered in Resources?

If you have questions regarding the Portal as we begin our roll-out, navigate to FAQs found herePlease reach out to your designated Portal Support Specialist (PSS) with any questions that you have outside of these resources. 

Upcoming Portal Features

  • Click here for a list of upcoming features.
  • Click here for interim solutions and workarounds for upcoming features.

WorkflowQuick Reference Guide

Recommended for these Roles

Getting Started

Activate Portal Account

Appointment Type Cleanup for Portal Readiness

Issue a Patient Registration PIN from the Appointment List (Practice Portal)

Portal Admin
Providers & Staff
Portal Configuration
Portal Admin
Providers & Staff
Portal Admin
Parent Portal Experience
Parent Experience: Complete Registration With a PIN New

Parent Experience: Register Without a PIN New 

(only available when the practice uses a custom URL)

Portal Admin
Providers & Staff
Portal Activities

Patient Registration Workflows Quick Reference Guide New 

Portal Admin
Providers & Staff
Portal Activities (OP)
Portal Admin
Providers & Staff
Portal Reports
Portal Admin
Providers & Staff