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: Development

Version 14.19

About Preventive Exam: Development Tab

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

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 Development tab lists documented developmental milestones.  Developmental milestones can be documented in a narrative or graphic chronology.

Preventive Exam: Development Tab Map

Number
SectionDescription

1

Development buttonThe Development button opens the Detail Exam window in the patient's preventive exam 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
Complete List buttonThe Complete List button 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
Prior Notes buttonThe Prior Notes button opens a lists the previous preventive exam notes.
6
Milestone AssessmentThe Milestone Assessment is a dropdown assessment selection for the development categories (Gross motor, Fine motor, Neurological development, Behavioral development, Language development).  The dropdown assessment selections are:
  • Normal
  • Abnormal
  • Delayed
  • Referred
  • See Notes
7
Add NarrativeClicking the Add Narrative button opens the Developmental Milestones window, which applies a narrative  milestones to a patient’s chart.
8
Add GraphicClicking the Add Graphic button opens the Developmental Evaluation window, which applies a graphical milestones to a patient’s chart.
9
Milestone gridThe Milestone grid displays the narrative or graphical milestone list.
Version 14.10

About Preventive Exam: Development Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > Development tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Development 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 Development tab lists documented developmental milestones.  Developmental milestones can be documented in a narrative or graphic chronology.

Preventive Exam: Development Tab 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

Care Plans tabThe Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
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
Function buttonsThe Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
6
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit as unfinished.
7
Milestone AssessmentThe Milestone Assessment is a dropdown assessment selection for the development categories (Gross motor, Fine motor, Neurological development, Behavioral development, Language development).  The dropdown assessment selections are:
  • Normal
  • Abnormal
  • Delayed
  • Referred
  • See Notes 
8
Milestone gridThe Milestone grid displays the narrative or graphical milestone list.
9
Add NarrativeClicking the Add Narrative button opens the Developmental Milestones window, which applies a narrative  milestones to a patient’s chart.
10
Add GraphicClicking the Add Graphic button opens the Developmental Evaluation window, which applies a graphical milestones to a patient’s chart.