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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.

Order Worksheet

Version 14.19

About Order Worksheet

Clinical tab > Patient Chart button > Tasks tab > New Order button
Practice Management tab > Patient Chart button > Tasks tab > New Order button
Billing tab > Patient Chart button > Tasks tab > New Order button

The Order Worksheet assigns tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet.  Tasks can also be assigned through each of the tabs located on the Order Worksheet.

Order Worksheet Map

Number
SectionDescription

1

Order Worksheet Summary tabThe Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status

2

Medication Entry tabThe Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location.  

3

Diagnostic Test and Lab Entry tabThe Diagnostic Test and Lab entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location. 

4

Immunizations tabThe immunizations tab allows you to create and modify tasks for immunizations in this location.  Clicking the needle icon accesses the patient’s immunization chart.   Recommended vaccines are indicated at the bottom of the order worksheet.

5

Patient Education tabThe Patient education tab allows you to create, modify, and view resource/handout orders from this location. 

6

Survey tabThe Survey tab allows you to create, modify, and administer survey orders from this location.  Clicking the Do Now button opens the Survey window.

7

Follow up (F/U) Task tabThe Follow Up Tasks tab allows you to create and modify follow up orders, and select to schedule a followup from this location.  Clicking the Do Now button opens the Schedule and Practice Workflow window.

8

Other Tasks tabThe Other Tasks tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks from this location.
Task Types are listed below.
Clicking the Add Referral Letter opens the Referral/Care Transaction Details window.

Task Type Table

SelectionDescription
A/R Followup
Task will launch the (F12) Patient's Account window and open to the Claims tab.
AccountTask will launch the (F12) Patient's Account window.
Asthma PlanTask will launch the Asthma Plan wizard.
ChecklistTask will create a checklist.
ConsentTask will open the Concents and Directives window.
Dev GraphicalTask will launch the Graphic Developmental Milestones.
Dev NarrativeTask will launch the Narrative Developmental Milestones.
Flow ChartTask will open the Preventive Care Flow Sheet.
HistoryTask will open the History window.
InsuranceTask will open the Insurance window of (F2) Patient Register window.
MessageTask will open a message window.
Records RequestTask will open the Event Chronology window.
Referral LetterTask will open the Referral/Care Transitions Detail window.  Entry of a patient referral is complete from this window.
RegisterTask will open the (F2) Patient Register window.
ReportTask will open the Event Chronology window.
ScanningTask will open the Input Scanned Items window.
ScheduleTask will open the Calendar tab of the Schedule and Practice Workflow window.
Vital SignTask will open the Vital Signs and Growth Measurements window.

Version 14.10

About Order Worksheet

Path > Smart Toolbar > Chart button > Tasks tab > + Orders

The Order Worksheet assigns tasks to departments within the practice. Tasks can be associated to an encounter or well-visit template and automatically populate the Order Worksheet.  Tasks can also be assigned through each of the tabs located on the Order Worksheet.

Order Worksheet Map

Number
SectionDescription

1

Order Worksheet Summary tabThe Order Worksheet Summary tab displays the tasks/orders with their corresponding special instructions, diagnosis, CPT codes, date, and status

2

Medication Entry tabThe Medication Entry tab allows you to create, add, refill, print, send and review prescriptions from this location.  

3

Diagnostic Test and Lab Entry tabThe Diagnostic Test and Lab entry tab is where you can add a diagnostic test, create a diagnostic test order, modify an order, and perform a diagnostic/test requisition from this location. 

4

Immunizations tabThe immunizations tab allows you to create and modify tasks for immunizations in this location.  Clicking the needle icon accesses the patient’s immunization chart.   Recommended vaccines are indicated at the bottom of the order worksheet.

5

Patient Education tabThe Patient education tab allows you to create, modify, and view resource/handout orders from this location. 

6

Survey tabThe Survey tab allows you to create, modify, and administer survey orders from this location.  Clicking the Do Now button opens the Survey window.

7

Follow up (F/U) Task tabThe Follow Up Tasks tab allows you to create and modify follow up orders, and select to schedule a followup from this location.  Clicking the Do Now button opens the Schedule and Practice Workflow window.

8

Other Tasks tabThe Other Tasks tab is where you can add a referral letter, create tasks for miscellaneous activity, modify a task, and perform tasks from this location.
Task Types are listed below.
Clicking the Add Referral Letter opens the Referral/Care Transaction Details window.

Task Type Table

SelectionDescription
A/R Followup
Task will launch the (F12) Patient's Account window and open to the Claims tab.
AccountTask will launch the (F12) Patient's Account window.
Asthma PlanTask will launch the Asthma Plan wizard.
ChecklistTask will create a checklist.
ConsentTask will open the Concents and Directives window.
Dev GraphicalTask will launch the Graphic Developmental Milestones.
Dev NarrativeTask will launch the Narrative Developmental Milestones.
Flow ChartTask will open the Preventive Care Flow Sheet.
HistoryTask will open the History window.
InsuranceTask will open the Insurance window of (F2) Patient Register window.
MessageTask will open a message window.
Records RequestTask will open the Event Chronology window.
Referral LetterTask will open the Referral/Care Transitions Detail window.  Entry of a patient referral is complete from this window.
RegisterTask will open the (F2) Patient Register window.
ReportTask will open the Event Chronology window.
ScanningTask will open the Input Scanned Items window.
ScheduleTask will open the Calendar tab of the Schedule and Practice Workflow window.
Vital SignTask will open the Vital Signs and Growth Measurements window.