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 Tracking Stages

Version 14.19
Path: Practice Management tab > Appointments button

Overview

Patient Tracking Stages allow all staff to see the exact stage of a patient's visit during their time in the office.  

Add Patient Tracking Stages

  1. Navigate to Appointment Types and Zones window using the path above.
  2. Click the Patient Tracking Stages tab.

  1. Click the Add button .
  2. Enter the following information:  
  • Description: the name of the Patient Tracking Stage. This is what will appear on the Patient Tracking screen in the Visit Status column.
  • Stage: identifies the visit status stage. 
  • Sort: the numeric order in which the Patient Tracking Stages appear in the dropdown menu.
  • Color: the color the appointment will appear when it is in this tracking stage. Do not edit Checked Out.
  • Archived: a checkmark in the Archived box will indicate that the archived status is no longer in use and will not appear in the dropdown menu.
  1. Click the Save button .
  2. Once all changes are made and saved, close the window.

Edit Patient Tracking Stages

  1. Click the Patient Tracking Stages tab.
  2. Click to highlight the item to modify.
  3. Click the Edit button .
  4. Edit any field (Description, Stage, Sort, Color, Archived).
Note: If your practice has enabled the System Preference to automatically reset visit stage when encounter notes are opened, the setup for Patient Tracking Stages is very specific. Click here to learn how to achieve that setup.    
  1. Click the Save button.
  2. Once all changes are made and saved, close the window.
Version 14.10
Utilities > Manage Practice > Appointment Preferences

Overview

Patient Tracking Stages allow all staff to see the exact stage of a patient's visit during their time in the office.  

Add Patient Tracking Stages

  1. Navigate to Appointment Preferences using the path above.
  2. Click the Patient Tracking Stages tab.

  1. Click the Insert Record button.
  2. Enter the following information:  
  • Description: the name of the Patient Tracking Stage. This is what will appear on the Patient Tracking screen in the Visit Status column.
  • Stage: identifies the visit status stage. 
  • Sort: the numeric order in which the Patient Tracking Stages appear in the dropdown menu.
  • Color: the color the appointment will appear when it is in this tracking stage. Do not edit Checked Out.
  • Archived: a checkmark in the Archived box will indicate that the archived status is no longer in use and will not appear in the dropdown menu.
  1. Click the Post Edit button .
  2. Once all changes are made, click the Exit button  .

Edit Patient Tracking Stages

  1. Click the Patient Tracking Stages tab.
  2. Click to highlight the item to modify.
  3. Click the Edit Record button .
  4. Edit any field (Description, Stage, Sort, Color, Archived).
Note: If your practice has enabled the System Preference to automatically reset visit stage when encounter notes are opened, the setup for Patient Tracking Stages is very specific. Click here to learn how to achieve that setup.    
  1. Click the Post Edit button.
  2. Once all changes are made, click the Exit button .