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: Templates

Version 14.19

About Patient Encounter: Templates

Path: Clinical tab > Patient Chart button > Encounter > New or Open Note button > Complete List button in various Encounter windows
Path: Practice Management tab > Patient Chart button > Encounter > New or Open Note button > Complete List button in various Encounter windows
Path: Billing tab > Patient Chart button > Encounter > New or Open Note button > Complete List 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 Templates window 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.

Patient Encounter: Templates Map

Number

Section
Description
1
Templates grid
The Templates grid lists the templates that are created, edited, and reviewed in the Encounter Templates Editor.  The Templates are grouped by system.  Double-click the selected template to review notes in the template.  Click the paperclip next to the template name to open the Apply Template Dialog to apply the template notes to the current encounter.
2
Encounter Function buttons
The 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
Search CriteriaThe Search Criteria fields are used to narrow the templates inside the template grid.  The search bar narrows the template list based upon the characters entered into the search bar.  Selecting the Show Archived checkbox displays archived templates with the templates that are still used in the Template grid.  The location field narrows the templates displayed in the template grid based upon the templates used at specific locations.
5
Expand grid checkboxThe Expand Grid checkbox expands all the collapsed categories in the Templates grid to display the templates or collapses all the expanded categories in the Templates grid to hide the templates.
Version 14.10

About Patient Encounter: Templates Tab

Path: Smart Toolbar > Chart button > Encounters tab > Open Note > Templates tab
Path: Smart Toolbar > Schedule Button > Encounters tab >  Edit button > Templates 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 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.

Patient Encounter: Templates Tab Map

Number

Section
Description
1
Encounter Note Editor tabs

The Patient Encounter Note Editor contains the following tabs:


2
Care Plans tab
The Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
3
Prior Notes tab
The Prior Notes tab lists the previous encounter notes and messages.
4
Search CriteriaThe Search Criteria fields are used to narrow the templates inside the template grid.  The search bar narrows the template list based upon the characters entered into the search bar.  Selecting the Show Archived checkbox displays archived templates with the templates that are still used in the Template grid.  The location field narrows the templates displayed in the template grid based upon the templates used at specific locations.
5
Templates gridThe Templates grid lists the templates that are created, edited, and reviewed in the Encounter Templates Editor.  The Templates are grouped by system.  Double-click the selected template to review notes in the template.  Click the paperclip next to the template name to open the Apply Template Dialog to apply the template notes to the current encounter.
6
Expand grid checkboxThe Expand Grid checkbox expands all the collapsed categories in the Templates grid to display the templates or collapses all the expanded categories in the Templates grid to hide the templates.