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.

Orders and Workflow Follow-up Tab

Version 14.19

Overview

This section of template design demonstrates the edit or addition of follow up tasks associated to a template.

Add a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click the Insert Record button .
You may also click into the add new record field.
  1. Click the dropdown arrow in the Template/Purpose field and select a follow up template.

Encounter Template Editor: Assess/Plan Followup Template Selection


If there is no template to select for the follow up, you may type in the Template/Purpose field. If a template is selected, the appointment will be made using the selected template.
  1. Type instruction for follow up in the Timeframe/Instructions field.

Encounter Template Editor: Assess/Plan Timeframe/Instructions

  1. Click the dropdown arrow and select a Department.

Encounter Template Editor: Department

  1. Click the dropdown arrow and select a Usage.

Encounter Template Editor: Usage

Usage
Definition
Alternate
Will show the item in the task window.  An alternate item needs to be selected at time of charting.
Routine
Will show the item in the task window with a checkmark already selected in the add box.  A routine item is selected for task submission at time of charting.
Standing
A standing order is submitted as a task to the selected department when the template is used at time of charting.
  1. Click the Post edit button .

Edit a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click to highlight the follow up to edit.
  • Click the dropdown arrow in the Template/Purpose field, select a template or type the purpose.
  • Add or edit the Timeframe/Instructions.
  • Click the dropdown arrow in the Department field, select a Department.
  • Click the dropdown arrow in the Usage field, select a Usage.
  1. Click the Post edit button .

Delete a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click to highlight the follow up to delete.
  2. Click the Delete record button.
Version 14.10

Overview

This section of template design demonstrates the edit or addition of follow up tasks associated to a template.

Add a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click the Insert Record button .
You may also click into the add new record field.
  1. Click the dropdown arrow in the Template/Purpose field and select a follow up template.

Encounter Template Editor: Assess/Plan Followup Template Selection


If there is no template to select for the follow up, you may type in the Template/Purpose field. If a template is selected, the appointment will be made using the selected template.
  1. Type instruction for follow up in the Timeframe/Instructions field.

Encounter Template Editor: Assess/Plan Timeframe/Instructions

  1. Click the dropdown arrow and select a Department.

Encounter Template Editor: Department

  1. Click the dropdown arrow and select a Usage.

Encounter Template Editor: Usage

Usage
Definition
Alternate
Will show the item in the task window.  An alternate item needs to be selected at time of charting.
Routine
Will show the item in the task window with a checkmark already selected in the add box.  A routine item is selected for task submission at time of charting.
Standing
A standing order is submitted as a task to the selected department when the template is used at time of charting.
  1. Click the Post edit button .

Edit a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click to highlight the follow up to edit.
  • Click the dropdown arrow in the Template/Purpose field, select a template or type the purpose.
  • Add or edit the Timeframe/Instructions.
  • Click the dropdown arrow in the Department field, select a Department.
  • Click the dropdown arrow in the Usage field, select a Usage.
  1. Click the Post edit button .

Delete a Follow Up

  1. Review the Follow up tab.
  • Click the Followup tab.

Encounter Template Editor: Assess/Plan Followup Tab

  1. Click to highlight the follow up to delete.
  2. Click the Delete record button.