Patient Register: Consents

Version 14.19
The Patient Register window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Chart: Consents and Directives

Path: Clinical tab > Patient Chart button > Consent Forms
Path: Practice Management tab > Patient Chart button > Consent Forms
Path: Billing tab > Patient Chart button > Consent Forms

The Patient Chart is the central point of access to all areas of a patient's complete Medical record.  Use the Patient Chart to access and maintain patient records.  

The Consent/Directive Document window lists and modifies the consent forms and directives that are linked to a medical record.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.


Consent/Directive Document Map

Number
SectionDescription
1
Mark Reviewed buttonThe Mark Reviewed button adds a log entry that a medical review of records was conducted.
2
Link Medical Record buttonThe Link Medical Record button locates and links a medical record to either a Diagnostic Test Order, Vaccine, Vaccine Indicator, Encounter, Problem List or Referral Letter.

3

Consent Record gridThe Consent/Directives grid lists the consent records for the patient.  Records can be added, removed, and modified.  The Document Type (created in the Consent Record Types utilities window) can be set here along with the begin date, end date, and consent mode.
4
Attach Document button
The Attach Document button opens the Search for Scanned items window.  It attaches a scanned item to the patient record.
5
Attached Form and Pages tabsThe Attached Form and Pages tab displays a thumbnail of the scanned document.

6

Consent Forms buttonThe Consent Forms button opens the Consents/Directives window in the patient's chart.
Version 14.10

About the Patient Register: Consents Tab

Path: Smart Toolbar > Register button > Consents tab

Whether a new patient is entering your practice or your practice is transitioning from paper to electronic records, creating a Patient Register record is the first step in registering a patient in your database. The Patient Register assigns each patient a unique patient ID number, and automatically creates a Patient Chart for the patient.

Using the patient register you can:

  • Link Families
  • Confirm a new patient needs to be registered
  • Register a new patient
  • Print a patient’s demographics
  • Copy a sibling’s register record
  • Add relatives or contacts to a patient’s register record
  • Add, edit, copy or validate insurance
  • Add miscellaneous notes
  • Add privacy restrictions
  • View and add consent forms
  • View and add to the patient’s coordination of care
  • Change the family address.

The Consents/Directives Document window lists and adds the consent forms and directives that are linked to a patient's record.

Patient Register: Consents Tab Map

Number

Section
Description
1
Patient Registration Category Tabs

The Patient Register contains the following tabs:


2
Reviewed button
The Reviewed button adds a log entry that a medical review of records was conducted.
3
Function buttons
The function buttons allow the user to print, create, delete, edit, save, and cancel the insurance information displayed or entered in the patient register.
4
Link Medical Record button
The Link Medical Record button locates and links a medical record to either a Diagnostic Test Order, Vaccine, Vaccine Indicator, Encounter, Problem List or Referral Letter.
5
Consent Record grid
The Consent/Directives grid lists the consent records for the patient.  Records can be added, removed, and modified.  The Document Type (created in the Consent Record Types utilities window) can be set here along with the begin date, end date, and consent mode.
6
Attached Form and Pages tabs
The Attached Form and Pages tab displays a thumbnail of the scanned document.
7
Attach Doc button
The Attach Doc button opens the Search for Scanned items window.  It attaches a scanned item to the patient record.