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.

Order Worksheet: Patient Education Tab

Version 14.19
Path: Smart Toolbar > Chart button > Encounters tab or Well Visits tab > Open Note > Assess/Plan tab > Pat Ed tab

Overview

This section will introduce the users to the steps to add Patient Education Resources to Encounters during a visit. 

  1. Click the Pat Ed tab.
  2. Resource handouts associated to the template will display in the Resource Picklist section.
  3. Click the checkbox under the Add column to remove or add any resource already displayed in the note. 

  1. Click into the text field labeled "Click here to order another resource or handout". The entry window opens for input.
  2. Select from the following list:
  • Click the drop-down arrow in the Resource Name/Location field or begin typing the resource name.
  • Click the ellipse button to search and attach a file saved in a folder.
  • Click the scanner icon to search for scanned educational handouts.

  1. Enter the Department responsible.

Note: Selecting the Patient Department will send the task to the Patient Portal.

  1. Click thebutton located at the bottom of the window.
    OR
    If all of your resources are added and checked, click  next to the Do Now button to create the resources and send the tasks to the proper departments.  

Version 14.10
Path: Smart Toolbar > Chart button > Encounters tab or Well Visits tab > Open Note > Assess/Plan tab > Pat Ed tab

Overview

This section will introduce the users to the steps to add Patient Education Resources to Encounters during a visit. 

  1. Click the Pat Ed tab.
  2. Resource handouts associated to the template will display in the Resource Picklist section.
  3. Click the checkbox under the Add column to remove or add any resource already displayed in the note. 

  1. Click into the text field labeled "Click here to order another resource or handout". The entry window opens for input.
  2. Select from the following list:
  • Click the drop-down arrow in the Resource Name/Location field or begin typing the resource name.
  • Click the ellipse button to search and attach a file saved in a folder.
  • Click the scanner icon to search for scanned educational handouts.

  1. Enter the Department responsible.

Note: Selecting the Patient Department will send the task to the Patient Portal.

  1. Click thebutton located at the bottom of the window.
    OR
    If all of your resources are added and checked, click  next to the Do Now button to create the resources and send the tasks to the proper departments.