OP Reports: Practice Workflow Reports

Version 14.10

The following reports are available and are included with a new install or update of Office Practicum. These reports can be run from the OP Reports program located under Tools in the Main Menu bar.

Schedule

[Example]

The Schedule folder is located in the Administration folder of the OP Reports program.

  • Appointment Schedule - Prints a list of all appointments by date and time within a date range.
  • Appts by Provider - Displays a list of appointments grouped by provider within a specified date range.
  • Appts by Type - Displays a list of appointments grouped by appointment type within a specified date range.
  • Appts by Visit Status - Displays a list of appointments grouped by Visit Status within a date range.
  • Count of Patient Visits - Displays a count of visits for each patient within a specified date range.
  • No Show Appointments - Prints a list of all patients who missed appointments within a date range. Ordered from most no-shows to least.
  • Time In Motion - Prints elapsed time between patient tracking stages Scheduled Arrival Time, Check-in, Awaiting MD, MD Finished, and Check-out. (NOTE: this report may not work if your practice has customized patient tracking stages).
  • Time Spent in Office - Calculates the elapsed time between patient check in and check out by provider and date.
  • Time Spent in Office_Details - Expands patient appointment details for each provider.

Additional:

  • Appts by Provider Summary - Prints a count of appointment types grouped by provider within a date range.
  • Appts by Type Summary - Prints a count of appointment by provider grouped by appointment type within a date range.
  • Appts by Visit Status Summary - Prints a count of appointment by provider grouped by visit status.

Chart

[Example]

These reports found in the Chart_Rpts folder of OP Reports and are printed directly from Office Practicum. No modifications should be made to these reports by the practice.

  • Complete Med List - Prints a list of all medications on a selected patient's chart.
  • Cover Letter - Displays patient's register and chart information.
  • Current Med List - Only displays medication chart and indicates what patient is currently taking.
  • Encounter List - Brief summary of all patient encounter notes.
  • Enc Referral Letter - Letter for patient's primary care provider with summary of encounter information.
  • Enc Summary Note - Summary of patient encounter.
  • Immunization Forecast - List of patient's upcoming immunizations.
  • Itemized Problem List - List of patient's ongoing problems.
  • Referral Letter - Prints a referral letter for a patient.
  • Well Referral Letter - Letter for patient's primary care provider with summary of well visit information.
  • Well Summary Note - Summary of the patients well visit.

Front Desk Reports

[Example]

These reports are found in the Front-Desk_Rpts folder in OP Reports and can be printed from the [F7] Schedule in Office Practicum.

  • FaceSheet - Displays patient's register and insurance information, as well as the patient's current account balance.
  • Future Appointments - Prints a list of future appointments for each patient in a family.
  • Next Scheduled Appointment Letter - Prints a reminder letter with the patient's next scheduled appointment, if exists.
  • OP Superbill - General Superbill Form.
  • Patient Missed School - Prints an excuse note for the patient.
  • Patient Missed Work - Prints an excuse note for the patient.

System Administration

These reports are found in the Administration > System Administration folder in OP Reports.

  • Audit Trail - Prints changes made to information in Office Practicum. Searchable by date range and by patient number.
  • Disclosure Tracking Log for Patient - Prints disclosed information by patient within a specified date range.
  • Security Log In Analysis - Prints analysis for security log ins, including user login, computer name, and session information.

Prescription Reports

These reports are found in the Prescription_Rpts folder of OP Reports and can be printed from Office Practicum. No modifications should be made to these reports by the practice. 

  • 7 Prescription Print-out Options. Includes variations of the following:
  • With and Without Signature.
  • 4 on Page.
  • 1 per page.
  • With and Without Note.