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: History

Version 14.19

About Patient Encounter: History

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

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 History window documents a patient’s history. The Patient History captures and displays multiple sections of the patient's history (Past Medical, Family History, Social History, and Perinatal History) in a simple-to-use and easy-to-read format.

Patient Encounter: History Map

Number
SectionDescription

1

History buttonThe History button opens the History window in the patient's encounter note.
2
Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.

3

Flag as Incomplete checkbox
The Flag as Incomplete checkbox will mark an encounter as unfinished.
4
Pertinent History Reviewed checkboxes
The Pertinent History Reviewed check boxes indicate that pertinent history notes have been reviewed.
  • Allergy: If checked, at least one specific allergy must be documented as pertinent to the problem in the HPI.
  • Past Medical: If checked, at least one specific personal history item must be documented as pertinent to the problem in the HPI.
  • Family: If checked, at least one specific family history item must be documented as pertinent to the problem in the HPI.
  • Social: If checked, at least one specific social history item must be documented as pertinent to the problem in the HPI.
  • Perinatal: Marks newborn history as reviewed at this encounter.
The Visit date field indicates the date that the patient encounter occurred.
5
History tabs
The history tabs documents or reviews based on the historical note categories:
  • Past Medical History: The Past Medical History tab documents or reviews a patient’s past medical history. You can link or add history to the Problem list from this area.
  • Family History: The Family History tab documents or reviews a patient’s family medical history.  Family members are linked based upon how they are documented in the Contacts field.
  • Social History: The Social History tab documents a patient’s social history such as pets, smokers in the home, siblings, visitation status, etc.
  • Perinatal History: The Perinatal History tab documents notes for newborn history, birth info, neonatal course, and maternal/pregnancy history.

6

History grid

The History grid displays the patient's past medical history questions and comments.

Version 14.10

About Patient Encounter: History Tab

Path: Smart Toolbar > Chart button > Encounters tab > Open Note > History tab
Path: Smart Toolbar > Schedule Button > Encounters tab >  Edit button > History 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 History tab documents a patient’s history. The Patient History captures and displays multiple sections of the patient's history (Past Medical, Family History, Social History, and Perinatal History) in a simple-to-use and easy-to-read format.

Patient Encounter: History Tab Map

Number
SectionDescription

1

Encounter Note Editor tabs

The Patient Encounter Note Editor contains the following tabs:

2

Care Plans tabThe Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
3
Visit DateThe Visit date field indicates the date that the patient encounter occured.
4
Prior Notes tabThe Prior Notes tab lists the previous encounter notes and messages.

5

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.

6
Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
7
Pertinent History Reviewed checkboxesThe Pertinent History Reviewed check boxes indicate that pertinent history notes have been reviewed.
  • Allergy: If checked, at least one specific allergy must be documented as pertinent to the problem in the HPI.
  • Past Medical: If checked, at least one specific personal history item must be documented as pertinent to the problem in the HPI.
  • Family: If checked, at least one specific family history item must be documented as pertinent to the problem in the HPI.
  • Social: If checked, at least one specific social history item must be documented as pertinent to the problem in the HPI.
  • Perinatal: Marks newborn history as reviewed at this encounter.
8
History tabsThe history tabs documents or reviews based on the historical note categories:
  • Past Medical History: The Past Medical History tab documents or reviews a patient’s past medical history. You can link or add history to the Problem list from this area.
  • Family History: The Family History tab documents or reviews a patient’s family medical history.  Family members are linked based upon how they are documented in the Contacts field.
  • Social History: The Social History tab documents a patient’s social history such as pets, smokers in the home, siblings, visitation status, etc.
  • Perinatal History: The Perinatal History tab documents notes for newborn history, birth info, neonatal course, and maternal/pregnancy history.