Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Patient Chart: Well Visits

Version 14.19

About the Patient Chart: Well Visits

Path: Clinical tab > Patient Chart button > Well Visits
Path: Practice Management tab > Patient Chart button > Well Visits
Path: Billing tab > Patient Chart button > Well Visits

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 Well Visits window opens the pending and dual-format Preventive Exam notes or a New note.  From the Well Visits window, an unarchived Preventive Exam note can be added or modified.  A selected Encounter Summary Sheet can be also be accessed from this window for finalized preventive encounter 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: Well Visits Map

Number
Section
Description
1
New Note button
The New Note button opens the Preventive Exam window to begin a new well visit encounter note or Edit an unarchived preventive exam encounter note.
2
Open Note button
The Open Note button opens the Encounter Summary Sheet window (for a finalized preventive exam) or the Preventive Exam window (for preventive exams not finalized) for a highlighted encounter in the Encounter Notes Grid.
3
Preventive Exam Notes Grid
The Preventive Exam notes grid displays all the encounter notes for the patient.  Hover over the Interval History on the selected line to display the encounter summary for that note.  Double-click on the note to open the Encounter Summary Sheet window (for a finalized preventive exam) or the Preventive Exam window (for preventive exams not finalized).  You can achieve the same results by highlighting the note and selecting the Open Note button.  
4
Well Visits buttonThe Well Visits button opens the Well Visits window in the patient's chart.
Version 14.10

About the Patient Chart: Well Visits Tab

Path: Smart Toolbar > Chart button > Well Visits 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 Well Visits tab opens the pending and dual-format Preventive Exam notes or a New note.  From the Well Visits tab, an unarchived Preventive Exam note can be added or modified.  A selected Encounter Summary Sheet can be also be accessed from this tab for finalized preventive encounter 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: Well Visits Tab Map

Number
Section
Description
1
+ Start New Note button
The + Start New Note button opens the Preventive Exam window to begin a new well visit encounter note or Edit an unarchived preventive exam encounter note.
2
Open Note button
The Open Note button opens the Encounter Summary Sheet window (for a finalized preventive exam) or the Preventive Exam window (for preventive exams not finalized) for a highlighted encounter in the Encounter Notes Grid.
3
Preventive Exam Notes Grid
The Preventive Exam notes grid displays all the encounter notes for the patient.  Hover over the Interval History on the selected line to display the encounter summary for that note.  Double-click on the note to open the Encounter Summary Sheet window (for a finalized preventive exam) or the Preventive Exam window (for preventive exams not finalized).  You can achieve the same results by highlighting the note and selecting the Open Note button.  
4
Left tabs

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