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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Preventive Exam: Prior Well Visits

Version 14.19

About Preventive Exam: Prior Well Visits

Path: Clinical tab > Patient Chart button > Well Visits > New or Open Note button > Prior Notes button in various Preventive Exam windows
Path: Practice Management tab > Patient Chart button > Well Visits > New or Open Note button > Prior Notes button in various Preventive Exam windows
Path: Billing tab > Patient Chart button > Well Visits > New or Open Note button > Prior Notes button in various Preventive Exam windows

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 Prior Well Visits window lists the previous well visit notes.  Selected notes from the list can be viewed and applied to the current preventive exam.

Preventive Exam: Prior Well Visits Map

Number

SectionDescription
1
Well Visit Function buttonsThe function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
2
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
3
Apply Entire NoteThe Apply Entire Note button applies the highlighted well visit note to the current note.  The operation will overwrite all data in all fields.
4
Apply Exam Only buttonThe Apply Exam Only button applies the exam from the highlighted notes to the current exam.  The operation will overwrite the School Exam and Detailed Exam sections.
5
View Summary/Addenda buttonThe View/Edit Note & Addenda button opens the Encounter Summary Sheet for a previous well visit note.  You can review the notes from a previous exam, create an addenda, or co-sign a highlighted record using this operation.
6
Prior Well Visits grid
The Prior Well Visits grid displays the previous encounter notes and messages based upon the date range and privacy level selected.  Double-click an encounter note in the Prior Notes list to open the Encounter Summary Sheet for that encounter note.
Version 14.10

About Preventive Exam: Prior Well Visits Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > Prior Well Visits tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Prior Well Visits 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 Prior Well Visits tab lists the previous well visit notes.  Selected notes from the list can be viewed and applied to the current preventive exam.

Preventive Exam: Prior Well Visits 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
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.

4
Exclude negative ROS/Normal Exam Findings checkboxThe Exclude Negative ROS/Normal Exam Findings checkbox is used to not apply social, family, and medical hx in CodeSuggest.
5
Apply Entire Note to Current Encounter buttonThe Apply Entire Note to Current Encounter button applies the highlighted well visit note to the current note.  The operation will overwrite all data in all fields.
6
Apply Exam Only to Current Encounter buttonThe Apply Exam Only to Current Encounter button applies the exam from the highlighted notes to the current exam.  The operation will overwrite the School Exam and Detailed Exam sections.
7
View Summary/Addenda buttonThe View/Edit Note & Addenda button opens the Encounter Summary Sheet for a previous well visit note.  You can review the notes from a previous exam, create an addenda, or co-sign a highlighted record using this operation.
8
Prior Well Visits gridThe Prior Well Visits grid displays the previous encounter notes and messages based upon the date range and privacy level selected.  Double-click an encounter note in the Prior Notes list to open the Encounter Summary Sheet for that encounter note.