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 Check In

Version 14.19
Path: Clinical tab > Schedule button
Path: Practice Management tab > Schedule button
Path: Billing tab > Schedule button

Overview

This page will instruct you on how to check in a patient. This involves verifying patient demographics, insurance, and copay collection.

Checking in a Patient 

  1. Access the Calendar Schedule window by following one of the paths above.

  1. Locate the patient that is ready to check in.
  2. Click once to highlight that patient.

  1. Click the Patient Chart button from the Clinical, Practice Management, or Billing tab.
  2. Click Basic Information.
  3. Verify the patient’s demographic information. Make edits directly in the chart as necessary. Save all changes by clicking the Save button.


If your office is going for Meaningful Use
Don’t forget to ask the patient or guardian the Meaningful Use fields, as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click Family Contacts. Verify the contacts demographic information. To add a contact, see Add relatives or contacts to a patient's register record.

If your office is going for Meaningful Use
Don’t forget to ask the Contact or Guardian the Meaningful Use fields , as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click Insurance. Verify the Insurance information. To add an Insurance, see Create a new insurance record.

  1. Click the to close the Patient Chart.
  2. Back on the Calendar window, double-click to open the Add/Edit Appointment window.
  3. Click the dropdown arrow in the Presenter field and select from the list.
  4. Click the dropdown arrow in the Visit Status field and select from the list. When a visit status is selected the Arrival time will update.
  5. If a copay is collected for this visit, see Enter a Copay.
  6. Click the Save button on the Add/Edit Appointment window.

If a payment was collected at check in, the patient's appointment will have a CoPaid stamp.

Version 14.10

Path: Smart Toolbar > Schedule button

Overview

This page will instruct you on how to checkin a patient. This involves verifying patient demographics, insurance, and copay collection.

Checking in a Patient 

  1. Click on Schedule button .
  2. Click on Calendar tab .

Schedule and Practice Workflow: Appointment Schedule

  1. Locate the patient that is ready to check in.
  2. Click once to highlight that patient.

  1. Click on Register button.
  2. Verify patient’s demographic information on the Patient Tab. Make edits using the Edit Pencil button as necessary. Save all changes by clicking on.

  Patient Register: Registration Screen


If your office is going for Meaningful Use
Don’t forget to ask the patient or guardian the Meaningful Use fields, as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click on Contacts tab. Verify the contacts demographic information. To add a contact, see Add relatives or contacts to a patient's register record.

     

If your office is going for Meaningful Use
Don’t forget to ask the Contact or Guardian the Meaningful Use fields , as required by the federal government to meet Meaningful Use Guidelines for the office.
  1. Click on Insurance tab.

Patient Register: Insurance Tab

  1. Back on Calendar tab double-click to open the Add/Edit Appointment window.
  2. Enter the Presenter (who brought the patient in).
  3. Enter Visit Status of Waiting Room.
  4. Click on Credit Card button  to collect the patient's copy (if necessary).
  5. Enter Payment Method and Save/Post.

Add/Edit Appointment: Patient Credit Account

  1. Click the Save button.

Add/Edit Appointment: Check In

The patient's appointment should have a  stamp on the appointment slot (if a payment was collected at the time of service), as well as having a Yellow background, which means that the selected patient is in the Waiting Room, an indication for the Clinical staff that there are patient's ready to go back to a room.

Schedule and Practice Workflow: Copay Paid