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 Encounter: Diagnostic Test Management

Version 14.19

About Patient Encounter: Diagnostic Tests

Path: Clinical tab > Patient Chart button > Encounter > New or Open Note button > Diagnostic Tests
Path: Practice Management tab > Patient Chart button > Encounter > New or Open Note button > Diagnostic Tests
Path: Billing tab > Patient Chart button > Encounter > New or Open Note button > Diagnostic Tests

The Patient Encounter helps to code and complete an encounter visit.  The encounter note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Diagnostic Tests window is used to complete open lab requisitions, monitor diagnostic tests, and perform a follow up. You can also ensure all open diagnostic tests are addressed in the Diagnostic Tests window.

Patient Encounter: Diagnostic Tests Map

Number
SectionDescription
1
Diagnostic Tests buttonThe Diagnostic Tests button opens the Diagnostic Tests window in the patient's encounter note.
2
Encounter Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
3
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
4
Diagnostic Tests tabs
  • The Requisitions/Results tab lists the diagnostic tests for the patient based upon the icon selected (labs, screens, imaging, and procedures).  The status of each test can be changed in this tab.  Orders and Results can be reviewed, added, and modified.
  • The Grouped by Test Name tab provides a list of all the ordered tests.  Orders are grouped by test type with the count of the number of tests performed.  The tab provides the lab request date, result date/time, test name, result, range, LOINC Code, and notes.
  • The Cross-tab by Name/Date tab displays the relationship between a test and the date the test was given. If the cell in the cross-tab is empty then the test in that row was not given to the patient on that date. Test results for the same test are shown in a cross-tab comparison by date with the most recent date to the left.
5
Order buttonsTests can be created and ordered using the New In-House, New Send-Out, and New Legacy buttons.  Clicking on one of the buttons opens the Diagnostic Test Requisition Form window.
6
Full Report buttonThe Full Report button generates a full diagnostic report.
7
Send Message buttonThe Send Message button sends a message about the order to other users.
8
Print Requisition buttonThe Print Requisition button prints the requisition form.
9
Report buttonThe Report button creates a report about this order for the Department of Health.
10
Test Type IconsThe test type icons show the following:
11
Function buttons
The function buttons add, remove, edit, save, and cancel order result changes.  You can also refresh the data using the Refresh button.
12
Review All
The Review All button marks all orders and results as reviewed.
Version 14.10

About Patient Encounter: Diagnostic Tests Tab

Path: Smart Toolbar > Chart button > Encounters tab > Open Note > Diagnostic Tests tab
Path: Smart Toolbar > Schedule Button > Encounters tab >  Edit button > Diagnostic Tests tab

The Patient Encounter helps to code and complete an encounter visit.  The encounter note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Diagnostic Tests tab is used to complete open lab requisitions, monitor diagnostic tests, and perform a follow up. You can also ensure all open diagnostic tests are addressed in the Diagnostic Tests tab.

Patient Encounter: Diagnostic Tests Tab Map

Number
SectionDescription
1
Encounter Note Editor tabs

The Patient Encounter Note Editor contains the following tabs:

2
Test Type IconsThe test type icons show the following:
3
Care Plans tabThe Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
4
Visit DateThe Visit date field indicates the date that the patient encounter occurred.
5
Prior Notes tabThe Prior Notes tab lists the previous encounter notes and messages.
6
Templates tab

The Templates tab lists the templates that are created, edited, and reviewed in the Encounter Templates Editor. Templates are pre-written scenarios you can use in an encounter to document common pediatric diagnoses. Templates include detailed descriptions for the usual pertinent positive and negative findings of a wide variety of illnesses, with a standard assessment, plan and ICD-10 coding. Included with your installation of Office Practicum are Pediatric specific templates.

7
Diagnostic Tests tabs
  • The Requisitions/Results tab lists the diagnostic tests for the patient based upon the icon selected (labs, screens, imaging, and procedures).  The status of each test can be changed in this tab.  Orders and Results can be reviewed, added, and modified.
  • The Grouped by Test Name tab provides a list of all the ordered tests.  Orders are grouped by test type with the count of the number of tests performed.  The tab provides the lab request date, result date/time, test name, result, range, LOINC Code, and notes.
  • The Cross-tab by Name/Date tab displays the relationship between a test and the date the test was given. If the cell in the cross-tab is empty then the test in that row was not given to the patient on that date. Test results for the same test are shown in a cross-tab comparison by date with the most recent date to the left.
8
Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
9
Order buttonsTests can be created and ordered using the + In-House, + Send-Out, and + Legacy buttons.  Clicking on one of the buttons opens the Diagnostic Test Requisition Form window.
10
Report buttonThe Report button creates a report about this order for the Department of Health.

11

Message buttonThe Message button sends a message about the order to other users.

12

Print Requisition buttonThe Print Requisition button prints the requisition form.

13

Function buttonsThe function buttons add, remove, edit, save, and cancel order result changes.  You can also refresh the data using the Refresh button.
14
Review AllThe Review All button marks all orders and results as reviewed.