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: Tasks

Version 14.19

About the Patient Chart: Tasks

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

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 Tasks window contains the Patient's Checklist within the Chart window.  Orders and tasks can be opened and created from this tab.  Also, tasks currently listed in the tasks grid can be edited and deleted from this tab. 


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: Tasks Map

Number
Section
Description

1

Tasks button

The Tasks button opens the Tasks window in the patient's chart.

2
New Order
The New Order button adds an order to the patient's account using the Order Worksheet.
3
New Task
The New Task button opens the Add Tasks to a Patient's Checklist window.  This add a single task to the patient's chart.
4
Edit button
The Edit (pencil icon) button edits a selected task in the Task List grid.
5
Delete button
The Delete button removes a selected task from the Task List grid.
6
Show radio buttons
The Show radio buttons determines what is viewable in the Task List grid.  Select Incomplete only to display tasks that still need to be completed.  Select All to show all tasks in the task list grid.
7
Expand grid
The Expand grid checkbox expands and collapses the categories within the Task List grid.
8
Task gridThe Task List grid lists the tasks on the patient account.  Tasks that can be viewed in this grid is determined by the Show radio buttons.
Version 14.10

About the Patient Chart: Tasks Tab

Path: Smart Toolbar > Chart button > Tasks 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 Tasks tab open the Patient's Checklist within the Chart window.  Orders and tasks can be opened and created from this tab.  Also, tasks currently listed in the tasks grid can be edited and deleted from this tab. 


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: Tasks Tab Map

Number
Section
Description
1
+ Orders button
The + Orders button opens the Orders Worksheet.  The Orders 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.
2
+ Tasks button
The + Tasks button opens the Add Tasks to a Patient's Checklist window.  This window adds tasks to the patient’s chart.
3
Function buttons
The function buttons are used to edit, delete, or refresh items in the current task list.  
4
Task List  grid
Displays the patient's current task list with status indications (In Progress, Not Started, Completed, etc).  Tasks marked complete will disappear from the task list grid.
5
Left tabs

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