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.

Preventive Exam: Care Plans

Version 14.19

About Preventive Exam: Care Plans Tab

Path: Clinical tab > Patient Chart button > Well Visits > New or Open Note button > Care Plans
Path: Practice Management tab > Patient Chart button > Well Visits > New or Open Note button > Care Plans
Path: Billing tab > Patient Chart button > Well Visits > New or Open Note button > Care Plans

The Preventive Exam window charts a patient well-visit exam. The Preventive Exam window helps to code and complete a preventive encounter visit.  The preventive exam note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Care Plans window lists, prints, and manages care plans for a patient’s health maintenance schedule.

Preventive Exam: Care Plans Map

Number

SectionDescription
1
Care Plans buttonThe Care Plans button opens the Care Plans window in the patient's well visit note.
2
Well Visit Function buttonsThe function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
3
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
4
Customize buttonThe Customize button opens the Customize Patient Care Plan window, which enrolls and disenrolls care plans in the patient chart.  You can also create a custom care plan from that window.
5
Print buttonThe Print button opens the Print Preview window.  From there you can print the expanded or collapsed Preventive Care Flow Sheet for the patient.
6
Refresh buttonThe Refresh button refreshes the data in the Care Plans grid.
7
Expand Grid checkboxThe Expand Grid checkbox expands all the collapsed categories in the Care Plans grid or collapses all the expanded categories in the Care Plans grid.  This displays (expands) or hides (collapses) the care plan details.
8
Care Plans grid
The Care Plans grid lists the patient's health maintenance schedule.
Version 14.10

About Preventive Exam: Care Plans Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > Care Plans tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Care Plans tab

The Preventive Exam window charts a patient well-visit exam. The Preventive Exam window helps to code and complete a preventive encounter visit.  The preventive exam note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.

Preventive Exam: Care Plans Map

Number

SectionDescription
1
Well Visit Note Editor tab

The Well Visit Note Editor documents the patient preventive exam.  The Well Visit Note Editor contains the following tabs:


2
Customize buttonThe Customize button opens the Customize Patient Care Plan window, which enrolls and disenrolls care plans in the patient chart.  You can also create a custom care plan from that window.
3
Prior Well Visits tabThe Prior Well Visits tab lists the previous preventive exam notes.
4
Templates tab

The Templates tab lists the templates that are created, edited, and reviewed in the Well Visit Template Editor. Templates are pre-written scenarios you can use in a well visit to document common pediatric diagnoses. Templates include detailed descriptions for the usual pertinent positive and negative findings of a wide variety of illnesses, with a standard assessment, plan and ICD-10 coding. Included with your installation of Office Practicum are Pediatric specific templates.

5
Expand Grid checkboxThe Expand Grid checkbox expands all the collapsed categories in the Care Plans grid or collapses all the expanded categories in the Care Plans grid.  This displays (expands) or hides (collapses) the care plan details.
6
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit as unfinished.
7
Print buttonThe Print button opens the Print Preview window.  From there you can print the expanded or collapsed Preventive Care Flow Sheet for the patient.
8
Refresh buttonThe Refresh button refreshes the data in the Care Plans grid.
9
Care Plans gridThe Care Plans grid lists the patient's health maintenance schedule.