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: Prior Notes

Version 14.19

About Patient Encounter: Prior Notes

Path: Clinical tab > Patient Chart button > Encounter > New or Open Note button > Prior Notes button in various Encounter windows
Path: Practice Management tab > Patient Chart button > Encounter > New or Open Note button > Prior Notes button in various Encounter windows
Path: Billing tab > Patient Chart button > Encounter > New or Open Note button > Prior Notes button in various Encounter windows

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 Prior Notes window lists the previous encounter notes and messages.  Selected notes from the list can be viewed and applied to the current encounter.

Patient Encounter: Prior Notes Map

Number

SectionDescription
1
Encounter Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
2
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
3
Prior Note Date RangeThe Prior Note Date range field determines what previous patient encounter notes are displayed in the Prior Notes grid based upon the set date range.  Select All to display all the prior notes for the patient.  Otherwise, select the date range (in months) to determine what encounter notes appear in the Prior Notes grid.
4
Apply to Current Encounter buttonThe Apply to Current Encounter opens the Apply Template Dialog window to apply selected notes from a previous encounter to the notes in the current encounter.
5
View/Edit Note & Addenda button
The View/Edit Note & Addenda button opens the Encounter Summary Sheet for a previous encounter note.  You can review the notes from a previous encounter from this window.
6
Prior Notes grid

The Prior Notes grid displays the previous encounter notes and messages based upon the date range and privacy level selected.  Double-click an encounter note in the Prior Notes list to open the Encounter Summary Sheet for that encounter note.

Version 14.10

About Patient Encounter: Prior Notes

Path: Smart Toolbar > Chart button > Encounters tab > Open Note > Prior Notes tab
Path: Smart Toolbar > Schedule Button > Encounters tab >  Edit button > Prior Notes 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 Prior Notes tab lists the previous encounter notes and messages.  Selected notes from the list can be viewed and applied to the current encounter.

Patient Encounter: Prior Notes 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
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.

4
Apply to Current Encounter buttonThe Apply to Current Encounter opens the Apply Template Dialog window to apply selected notes from a previous encounter to the notes in the current encounter.
5
View/Edit Note & Addenda buttonThe View/Edit Note & Addenda button opens the Encounter Summary Sheet for a previous encounter note.  You can review the notes from a previous encounter from this window.
6
Prior Note Date RangeThe Prior Note Date range field determines what previous patient encounter notes are displayed in the Prior Notes grid based upon the set date range.  Select All to display all the prior notes for the patient.  Otherwise, select the date range (in months) to determine what encounter notes appear in the Prior Notes grid.
7
Include Private Records (EFR)The Include Private Records (EFR) checkbox is used to toggle the patient's notes that have limited visibility.  Select the checkbox to display the patient private encounter notes.  Keep the checkbox empty to hide the patient private encounter notes.
8
Prior Notes gridThe Prior Notes grid displays the previous encounter notes and messages based upon the date range and privacy level selected.  Double-click an encounter note in the Prior Notes list to open the Encounter Summary Sheet for that encounter note.