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 Register: Misc/Notes

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: Miscellaneous Notes

Path: Clinical tab > Patient Chart button > Notes/Addl Info
Path: Practice Management tab > Patient Chart button > Notes/Addl Info
Path: Billing tab > Patient Chart button > Notes/Addl Info

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.

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 Patient Misc/Notes window allows you to add or edit visit notes to the patient chart.  In the Misc/Notes tab, input the necessary fields as required by the office staff for the patient(s).

Note: You can create a popup in the Misc and Billing notes by entering two @@ signs in front of the text typed.

Patient Register: Miscellaneous Notes Map

Number

SectionDescription
1
Notes/Addl Info button

The Notes/Addl Info button opens the Miscellaneous Notes window in the patient's chart.

2
Default Well Visit TypeIf there is a patient that always needs a specific type of Well Visit, like an extended Well Visit, due to medical issues, an office may select from the dropdown Default well visit type, as long as there is an option that is entered into the set up of appointment types.
If an appointment type is associated with a visit template selected for the appointment reason, OP will prompt the user to pick the patient's default or to use what is associated with the appointment reason populated.
If the appointment type is blank with a visit template selected for the appointment reason, OP will automatically pick the patient's documented default appointment reason from this screen.
If the appointment reason selected is not associated with a template, the appointment types that are default for the patient will be highlighted for a user to easily select.
3
Default Sick Visit TypeIf there is a patient that always needs a specific type of Encounter Visit, like an extended Sick Visit, due to medical issues, an office may select from the drop-down Default sick visit type, as long as that is an option that is entered into the set up of appointment types.
If an appointment type is associated with a visit template selected for the appointment reason, OP will prompt the user to pick the patient's default or to use what is associated with the appointment reason populated.
If the appointment type is blank with a visit template selected for the appointment reason, OP will automatically pick the patient's documented default appointment reason from this screen
If the appointment reason selected is not associated with a template, the appointment types that are default for the patient will be highlighted for a user to easily select.
4
Employed/StudentSince Office Practicum is a pediatric based software, the defaults set for information on a claim for Employment are done for you. Please edit as necessary for specific patients.
5
Marital StatusSince Office Practicum is a pediatric based software, the defaults set for information on a claim for Marital Status are done for you. Please edit as necessary for specific patients.
6
Miscellaneous NotesIf there is a patient that needs a specific type of note on their account, because that patient is chronically late or missing scheduled appointments, the Miscellaneous Notes field may be used for this field. Be mindful of the language used in notes for patients. The system has an extensive audit trail to notes, even after they are deleted out of an account.
7
Billing NotesIf there is a patient that needs a specific type of note on their account, because that patient needs to contact their insurance for billing purposes, like Coordination of Benefits (COB) , the Billing Notes field may be used for this field. Be mindful of the language used in notes for patients. The system has an extensive audit trail to notes, even after they are deleted out of an account.
8
Referred to the practice byIf the office keeps track of who refers a patient to their practice, manually input that reference, or select the Add button, which will open the Address Book.  A user may select the reference from the address book if that reference is already added in the address book. If the incorrect reference was added, click on to Reset button to clear the selection.
Version 14.10

About the Patient Register: Misc/Notes Tab

Path: Smart Toolbar > Register button > Misc/Notes 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 Patient Misc/Notes tab allows you to add or edit visit notes to the patient register.  In the Misc/Notes tab, input the necessary fields as required by the office staff for the patient(s).

Note: You can create a popup in the Misc and Billing notes by entering two @@ signs in front of the text typed.

Patient Register: Misc/Notes 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 insurance information displayed or entered in the patient register.  Not all tabs in the patient register will be available for printing (i.e  the Misc/Notes tab).
3
Default Well Visit TypeIf there is a patient that always needs a specific type of Well Visit, like an extended Well Visit, due to medical issues, an office may select from the dropdown Default well visit type, as long as there is an option that is entered into the set up of appointment types.
If an appointment type is associated with a visit template selected for the appointment reason, OP will prompt the user to pick the patient's default or to use what is associated with the appointment reason populated.
If the appointment type is blank with a visit template selected for the appointment reason, OP will automatically pick the patient's documented default appointment reason from this screen.
If the appointment reason selected is not associated with a template, the appointment types that are default for the patient will be highlighted for a user to easily select.
4
Default Sick Visit TypeIf there is a patient that always needs a specific type of Encounter Visit, like an extended Sick Visit, due to medical issues, an office may select from the drop-down Default sick visit type, as long as that is an option that is entered into the set up of appointment types.
If an appointment type is associated with a visit template selected for the appointment reason, OP will prompt the user to pick the patient's default or to use what is associated with the appointment reason populated.
If the appointment type is blank with a visit template selected for the appointment reason, OP will automatically pick the patient's documented default appointment reason from this screen
If the appointment reason selected is not associated with a template, the appointment types that are default for the patient will be highlighted for a user to easily select.
5
Miscellaneous NotesIf there is a patient that needs a specific type of note on their account, because that patient is chronically late or missing scheduled appointments, the Miscellaneous Notes field may be used for this field. Be mindful of the language used in notes for patients. The system has an extensive audit trail to notes, even after they are deleted out of an account.
6
Billing NotesIf there is a patient that needs a specific type of note on their account, because that patient needs to contact their insurance for billing purposes, like Coordination of Benefits (COB) , the Billing Notes field may be used for this field. Be mindful of the language used in notes for patients. The system has an extensive audit trail to notes, even after they are deleted out of an account.
7
HFCA Line 8Since Office Practicum is a pediatric based software, the defaults set for information on a claim for Employment and Marital Status are done for you. Please edit as necessary for specific patients.
8
Referred to the practice byIf the office keeps track of who refers a patient to their practice, manually input that reference, or select the Add button, which will open the Address Book.  A user may select the reference from the address book if that reference is already added in the address book. If the incorrect reference was added, click on to Reset button to clear the selection.