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 Chart: Overview

Version 14.19

About the Patient Chart: Overview

Path: Clinical tab > Patient Chart button > Clinical Overview
Path: Practice Management tab > Patient Chart button > Clinical Overview
Path: Billing tab > Patient Chart button > Clinical Overview

The Patient Chart is the central point of access to all areas of a patient's complete Medical record.  Use the Patient Chart to access and maintain patient records.  

The Overview  window provides high level patient information and notes.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.

Patient Chart: Overview Map

Number
Section
Description
1
Patient Demographics
Patient Demographics provides the dates of the last sick and well visit, the name of the patient, insurance and language. If the patient is overdue for a well visit, the date field will appear red and show the date of the last well visit.
2
Family
The family field provides a list of the family that is linked to the patient.
3
Tasks
The tasks field lists and edits tasks that must be done for the patient.
4
Important Notes and Information
Provides a quick at-a-glance view of all the pertinent patient medical information.
  • General Notes: Displays a list of General Notes, which you can use to enter any notes that you want to keep on record with the patient.
  • Problem List: Displays a list of items from the patient's Problem List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Allergies/Reactions: Displays items from the Allergies section of the patient's chart note.
  • Active Medications: Displays current and ongoing items from the patient's Medications List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Immunization Forecast: Links to the patient's Immunization Chart, shows what is behind or past due.
  • Pertinent Positive History: Provides an overview statement about the child's health with special instructions for school/camp personnel.
5
Miscellaneous Notes
The Miscellaneous Notes field provides information the provider or staff deems necessary about the patient.
6
Health Summary Recommendations
The Health Summary Recommendations Field provides an overview statement about the child's health with special instructions for school/camp personnel.
7
Clinical Overview buttonThe Clinical Overview button opens the Overview window in the patient's chart.
Version 14.10

About the Patient Chart: Overview Tab

Path: Smart Toolbar > Chart button > Overview tab

The Patient Chart is the central point of access to all areas of a patient's complete Medical record.  Use the Patient Chart to access and maintain patient records.  

The Overview tab provides high level patient information and notes.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.

Patient Chart: Overview Tab Map

Number
Section
Description
1
Patient Demographics
Patient Demographics provides the dates of the last sick and well visit, the name of the patient, insurance and language. If the patient is overdue for a well visit, the date field will appear red and show the date of the last well visit.
2
Family
The family field provides a list of the family that is linked to the patient.
3
Tasks
The tasks field lists and edits tasks that must be done for the patient.
4
Important Notes and Information
Provides a quick at-a-glance view of all the pertinent patient medical information.
  • General Notes: Displays a list of General Notes, which you can use to enter any notes that you want to keep on record with the patient.
  • Problem List: Displays a list of items from the patient's Problem List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Allergies/Reactions: Displays items from the Allergies section of the patient's chart note.
  • Active Medications: Displays current and ongoing items from the patient's Medications List. If there are any "Exempt from reporting" items in this list, the number of items will be indicated in the EFR count to the upper-right of the field.
  • Immunization Forecast: Links to the patient's Immunization Chart, shows what is behind or past due.
  • Pertinent Positive History: Provides an overview statement about the child's health with special instructions for school/camp personnel.
5
Miscellaneous Notes
The Miscellaneous Notes field provides information the provider or staff deems necessary about the patient.
6
Health Summary Recommendations
The Health Summary Recommendations Field provides an overview statement about the child's health with special instructions for school/camp personnel.
7
Left tabs

The left tabs open a different section within the patient’s medical records.  The Patient Chart contains the following left tabs: