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We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

Practices and Locations

Version 20.3

About Practices and Locations

Path: Practice Management tab > Practice and Locations button

The Practices and Locations window contains three tabs that house practice-specific information: Practices, Locations, and Data Visibility. 

Practices and Locations Map

Number
SectionDescription

1

Practices tabPractice information is visible in the Practice tab. This tab adds and edits practices. 

2

Locations tabLocation information is visible in the Locations tab. This tab adds and edits locations. The Locations tab also contain the CLIA ID number used on claims as well as several other claims and billing-related fields.

3

Data Visibility tabThe Data Visibility tab sets the data-visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and assigns one permission level to each data domain. From the Data Visibility tab, you can also activate the 'multiple office location feature'.

4

Function buttonsThe function buttons insert a record, edit a record, post an edit, cancel an edit, and refresh the data.
5Window Navigation PanelThe Window Navigation Panel is displayed in the Practices tab (Practice Name) and the Locations tab (Location Name). The item selected in the panel dictates the information that is displayed on the right-side of the window (information panel).
6Information PanelThe Information Panel is displayed in the Locations tab. It is the panel located on the right-side of the window and displays information according to the section made in the window navigation panel on the left-side of the window.
Version 20.2

About Practices and Locations

Path: Practice Management tab > Practice and Locations button

To enhance the functionality of the Locations window, Office Practicum replaces the Locations selection in the Manage Practices drop-down menu with the Practices/Locations menu selection. The window includes a Data Visibility tab.  When Office Practicum is upgraded, all existing Practices and Locations are added into the system. Practice information will be visible on the Practices tab.  Locations will be visible on the Locations tab.  It is recommended that you replace any default information with actual practice and location information.

Practices and Locations Map

Number
SectionDescription

1

Practices tabPractice information is visible in the Practice tab. This tab adds and edits practices. 

2

Locations tabLocation information is visible in the Locations tab. This tab adds and edits locations. 

3

Data Visibility tabThe Data Visibility tab sets the data-visibility permissions for each data domain (Patient, Financial, Administrative, Workflow, and Clinical) and to assign one permission level to each data domain. From the Data Visibility tab, you can also activate the 'multiple office location feature'.

4

Function buttonsThe function buttons insert a record, edit a record, post an edit, cancel an edit, and refresh the data.