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 Chart: Family Contacts

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 the Patient Chart: Family Contacts

Path: Clinical tab > Patient Chart button > Family Contacts
Path: Practice Management tab > Patient Chart button > Family Contacts
Path: Billing tab > Patient Chart button > Family Contacts

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

In the patient demographics section of the patient chart, 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 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 Family Contacts window creates and lists the patient's relatives or contacts.  Contacts can be created, removed, activated, and merged from this tab.  Families can also be linked from one patient to another in this tab (see Linking Families).  

Patient Register: Family Contacts Map

Number

SectionDescription
1
Family Contacts button

The Family Contacts button opens the Family Contacts window in the patient's chart.

2
Add buttonThe Add button opens the Contact Finder window to link an already added contact or add a new contact.
3
Remove buttonThe Remove button removed the selected contact from the contact list.
4
Inactivate buttonThe Inactivate button  deactivates the selected contact in the contact list.  When the contact is inactivated, the end date field is entered with the date and time the contact was made inactive.
5
Contact ListThe Contact List contains the patient's relatives or contacts.  Contacts in this list can be added, removed, merged, and edited.  The information for the selected contact will appear in the Contact information Panel.
6
Contact Information panelThe Contact Information panel displays the information for the selected contact in the Contact List. The Contact information includes:
  • Contact name
  • Home address
  • Telephone numbers
  • Email (Home and work)
  • Employer
  • Occupation
  • Language
  • Preferred Contact Method for specific categories.
  • Notes on Contact
7
Preferred Contact MethodsThe Preferred Contact Methods select the method by which the practice will notify the patient's contact for a particular reason. Each contact method can be different based upon the available reasons for contact. Available reasons for contacting the designated contact person are visible based upon if you are using the Patient Message Exchange (PMX) or OP Notify. Contact methods include:
  • No contact
  • Mail Address (not included as a Patient portal field selection)
  • Home Phone (not included as a Patient portal field selection)
  • Work Phone (not included as a Patient portal field selection)
  • Text to Cell
  • Fax (not included as a Patient portal field selection)
  • Home Email
  • Work Email
8
Save and Cancel buttons
The Save and Cancel buttons save or cancel the changes to the contact information panel.
Version 14.9

About the Patient Register: Contacts Tab

Path: Smart Toolbar > Register button > Contacts 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 Contacts tab creates and lists the patient's relatives or contacts.  Contacts can be created, removed, activated, and merged from this tab.  Families can also be linked from one patient to another in this tab (see Linking Families).  

Patient Register: Contacts Tab Map

Number

SectionDescription
1
Patient Registration Category Tabs

The Patient Register contains the following tabs:



2
Function buttonsThe function buttons allow the user to print, create, delete, edit, save, and cancel the contact information displayed or entered in the patient register.
3
Merge buttonThe Merge button merges selected contacts in the contact list into a single contact (see Merging Contacts).
4
Contact ListThe Contact List contains the patient's relatives or contacts.  Contacts in this list can be added, removed, merged, and edited.  The information for the selected contact will appear in the Contact information Panel.
5
Contact Information panelThe Contact Information panel displays the information for the selected contact in the Contact List. The Contact information includes:
  • Contact name
  • Home address
  • Telephone numbers
  • Email (Home and work)
  • Employer
  • Occupation
  • Language
  • Preferred Contact Method for specific categories.
  • Notes on Contact
6
Add buttonThe Add button opens the Contact Finder window to link an already added contact or add a new contact.
7
Remove buttonThe Remove button removed the selected contact from the contact list.
8
Inactivate buttonThe Inactivate button  deactivates the selected contact in the contact list.  When the contact is inactivated, the end date field is entered with the date and time the contact was made inactive.
9
Save and Cancel buttonsThe Save and Cancel buttons save or cancel the changes to the contact information panel.
10
Preferred Contact MethodsThe Preferred Contact Methods select the method by which the practice will notify the patient's contact for a particular reason. Each contact method can be different based upon the available reasons for contact. Available reasons for contacting the designated contact person are visible based upon if you are using the Patient Message Exchange (PMX) or OP Notify. Contact methods include:
  • No contact
  • Mail Address (not included as a Patient portal field selection)
  • Home Phone (not included as a Patient portal field selection)
  • Work Phone (not included as a Patient portal field selection)
  • Text to Cell
  • Fax (not included as a Patient portal field selection)
  • Home Email
  • Work Email
Version 14.8

About the Patient Register: Contacts Tab

Path: Smart Toolbar > Register button > Contacts 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 Contacts tab creates and lists the patient's relatives or contacts.  Contacts can be created, removed, activated, and merged from this tab.  Families can also be linked from one patient to another in this tab (see Linking Families).  

Patient Register: Contacts Tab Map

Number

SectionDescription
1
Patient Registration Category Tabs

The Patient Register contains the following tabs:



2
Function buttonsThe function buttons allow the user to print, create, delete, edit, save, and cancel the contact information displayed or entered in the patient register.
3
Merge buttonThe Merge button merges selected contacts in the contact list into a single contact (see Merging Contacts).
4
Contact ListThe Contact List contains the patient's relatives or contacts.  Contacts in this list can be added, removed, merged, and edited.  The information for the selected contact will appear in the Contact information Panel.
5
Contact Information panelThe Contact Information panel displays the information for the selected contact in the Contact List. The Contact information includes:
  • Contact name
  • Home address
  • Telephone numbers
  • Email (Home and work)
  • Employer
  • Occupation
  • Language
  • Preferred Contact Method for specific categories.
  • Notes on Contact
6
Add buttonThe Add button opens the Contact Finder window to link an already added contact or add a new contact.
7
Remove buttonThe Remove button removed the selected contact from the contact list.
8
Inactivate buttonThe Inactivate button  deactivates the selected contact in the contact list.  When the contact is inactivated, the end date field is entered with the date and time the contact was made inactive.
9
Save and Cancel buttonsThe Save and Cancel buttons save or cancel the changes to the contact information panel.