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: Immunizations

Version 14.19

About Preventive Exam: Immunizations Tab

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

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 immunizations window accesses the patient’s immunization chart.


Preventive Exam: Immunizations Tab Map

Number
SectionDescription

1

Immunizations buttonThe Immunizations button opens the Immunizations 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
Print buttonThe Print button prints the vaccine reports.
5
Refresh buttonThe Refresh button refreshes the immunizations page.
6
Quick Entry buttonThe Quick Entry button provides vaccine documentation when it is necessary to update a vaccine administered outside the office or prior to the vaccine inventory being used to document vaccines given by the practice.
7
Sync Registry buttonThe Sync Registry button syncs immunization records with the immunization registry.
8
Consent Form buttonThe Consent Form button reviews/signs immunization consent documents.
9
Enter Immunization buttonThe Enter immunization button accesses vaccine administration and controls immunization order management.
10
Immunizations tabs
  • The Forecast tab displays the grid view of immunizations that the patient should be given.  Registry consents and plan histories can be accessed from this tab.
  • The Complete List tab displays the complete list of immunizations given to the patient.  This tab provides a detailed grid for each vaccination.
  • The Status Indicators tab assigns a status indicator to a vaccine group for the patient.  The status indicators can be assigned to each vaccine group by specifying why it should be processed by alternate forecasting rules.
  • The Notes tab provides a space to apply notes (allergies and past adverse reactions will populate here) you can use the Confidential box to add additional information on the vaccination, such as refusals, concerns, etc.
  • The Forecast Key tab provides a detailed explanation for the codes used in the Forecast tab.
Version 14.10

About Preventive Exam: Immunizations Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note > Immunizations tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Immunizations 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 immunizations tab accesses the patient’s immunization chart.

Preventive Exam: Immunizations 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
Visit DateThe Visit date field indicates the date that the patient preventive exam occurred.
4
Prior Well Visits tabThe Prior Well Visits tab lists the previous preventive exam notes.

5

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.

6
Print buttonThe Print button prints the vaccine reports.
7
Refresh buttonThe Refresh button refreshes the immunizations page.
8
Quick Entry buttonThe Quick Entry button provides vaccine documentation when it is necessary to update a vaccine administered outside the office or prior to the vaccine inventory being used to document vaccines given by the practice.
9
Function buttonsThe Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
10
Sync Registry buttonThe Sync Registry button syncs immunization records with the immunization registry.
11
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit as unfinished.
12
Consent Form buttonThe Consent Form button reviews/signs immunization consent documents.
13
Enter Immunization buttonThe Enter immunization button accesses vaccine administration and controls immunization order management.
14
Immunizations tabs
  • The Forecast tab displays the grid view of immunizations that the patient should be given.  Registry consents and plan histories can be accessed from this tab.
  • The Complete List tab displays the complete list of immunizations given to the patient.  This tab provides a detailed grid for each vaccination.
  • The Status Indicators tab assigns a status indicator to a vaccine group for the patient.  The status indicators can be assigned to each vaccine group by specifying why it should be processed by alternate forecasting rules.
  • The Notes tab provides a space to apply notes (allergies and past adverse reactions will populate here) you can use the Confidential box to add additional information on the vaccination, such as refusals, concerns, etc.
  • The Forecast Key tab provides a detailed explanation for the codes used in the Forecast tab.