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.

Patient Account: Consents

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Account: Consents

Path: Clinical tab > Patient Chart button > Consent Forms
Path: Practice Management tab > Patient Chart button > Consent Forms
Path: Billing tab > Patient Chart button > Consent Forms

The Patient Chart window also maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Consents button opens the consents and directives list.  The Consents and Directives list indicates and modifies the consent forms and directives that are linked to a medical record.

Patient Account: Consents Map

Number
SectionDescription
1
Mark Reviewed buttonThe Mark Reviewed button adds a log entry that a medical review of records was conducted.
2
Link Medical Record buttonThe Link Medical Record button locates and links a medical record to either a Encounter, Problem List or Referral Letter.
3
Consent Record gridThe Consent/Directives grid lists the consent records for the patient.  Records can be added, removed, and modified.  The Document Type (created in the Consent Record Types utilities window) can be set here along with the begin date, end date, and consent mode.
4
Edit Doc buttonThe Edit Doc button opens the Search for Scanned items window.  It attaches a scanned item to the patient record.
5
Attached Form and Pages tabsThe Attached Form and Pages tab displays a thumbnail of the scanned document.
6
Consent Forms button
The Consent Forms button opens the Consents/Directives window.
Version 14.10

About Patient Account: Consents Tab

Path: Smart Toolbar > Account button > Consents tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Consents tab opens the consents and directives list.  The Consents and Directives list indicates and modifies the consent forms and directives that are linked to a medical record.

Patient Account: Consents Tab Map

Number
SectionDescription

1

Patient Account tabs

The Patient Account contains the following tabs:

2

ScopeThe Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
Reviewed buttonThe Reviewed button adds a log entry that a medical review of records was conducted.
4
Link Medical Record buttonThe Link Medical Record button locates and links a medical record to either a Encounter, Problem List or Referral Letter.
5
Consent Record gridThe Consent/Directives grid lists the consent records for the patient.  Records can be added, removed, and modified.  The Document Type (created in the Consent Record Types utilities window) can be set here along with the begin date, end date, and consent mode.
6
Attached Form and Pages tabsThe Attached Form and Pages tab displays a thumbnail of the scanned document.
7
Attach buttonThe Attach button opens the Search for Scanned items window.  It attaches a scanned item to the patient record.