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: Problem List

Version 14.19

About Preventive Exam: Problem List Tab

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

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 Problem list sets the PMFS History/Meds reviewed within the assessment on the exit note.  It creates a problem list, shows scanned items, and adds/edits chart well visit note worksheets.  

Preventive Exam: Problem List Tab Map

Number
SectionDescription

1

Problem List buttonThe Problem List button opens the Problem List 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
List tabsTabs in the Patient Encounter: Problem List are:
  • Problem List: The Problem List tab contains a complete list of problems for a patient's present and past medical history.
  • Scanned Records:  The Scanned records tab displays a patient's scanned item with the label "Chart" as the item type in its document properties.  This tab sorts images by date, category staff, etc.  It also can change the recipient directly from the scan window.  This tab does not include items link directly to notes on the Problem List tab.
5
Problem List Function buttonsThe Problem List functions buttons:
  • New: Opens the Problem List window to add a problem to the Problem List.
  • Edit:  The Edit button opens the Problem list window to alter the selected problem in the problem list.
  • Delete: The Delete button deletes a problem from the problem list.
  • Mark Reviewed:  The Mark Reviewed button marks a selected problem in the problem list as reviewed.  The reviewed indication is time stamped.
  • Print: Prints the patient Problem List.
  • No Problems button:  The No Problems button  provides an indicator that there are no active problems for the patient.
6
Prioritize buttons

The Prioritize buttons move a problem up and down in the problem list.


7
Problems List

The Problems List is a list of all the patient's medical conditions (past and present).  The list indicates the problem, status, onset date, resolved indication, updated, and privacy level. Clicking on the Paperclip button will add the selected problem to the PMFS History text box as well as add a sentence that the Problem List was reviewed with a date and time stamp.


8
PMFS History/Meds ReviewedThe PMFS History/Meds Reviewed field is a text box where you can enter or review a patients past or current problems.  You can also indicate the patient does not have any problems in this field.  Current medical problems can also be listed in this field.
9
Auto-copy problems to encounter diagnosis list checkboxThe Auto-copy problems to encounter diagnosis list checkbox adds the selected problem to the diagnosis or assessment of the note.
Version 14.10

About Preventive Exam: Problem List Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note > Problem List tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Problem List 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 Problem list sets the PMFS History/Meds reviewed within the assessment on the exit note.  It creates a problem list, shows scanned items, and adds/edits chart well visit note worksheets.

Preventive Exam: Problem List 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 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
Function buttonsThe Function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
7
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit as unfinished.
8
PMFS History/Meds ReviewedThe PMFS History/Meds Reviewed field is a text box where you can enter or review a patients past or current problems.  You can also indicate the patient does not have any problems in this field.  Current medical problems can also be listed in this field.
9
List tabsTabs in the Patient Encounter: Problem List are:
  • Problem List: The Problem List tab contains a complete list of problems for a patient's present and past medical history.
  • Scanned Records: The Scanned records tab displays a patient's scanned item with the label "Chart" as the item type in its document properties.  This tab sorts images by date, category staff, etc.  It also can change the recipient directly from the scan window.  This tab does not include items link directly to notes on the Problem List tab.
  • Worksheets: Contains worksheets that had been previously entered into OP 14. The grid can display the worksheet questions, question descriptions, and chart notes in the grid.
10
Problem List Function buttonsThe Problem List functions buttons:
  • Print: Prints the patient Problem List.
  • Add: Opens the Problem List window to add a problem to the Problem List.
  • Edit:  The Edit button opens the Problem list window to alter the selected problem in the problem list.
  • Delete: The Delete button deletes a problem from the problem list.
  • Move:  The Move buttons move a problem up and down in the problem list.
  • Reviewed:  The Reviewed button marks a selected problem in the problem list as reviewed.  The reviewed indication is time stamped.
  • No Problems button:  The No Problems button  provides an indicator that there are no active problems for the patient.
11
Problems List

The Problems List is a list of all the patient's medical conditions (past and present).  The list indicates the problem, status, onset date, resolved indication, updated, and privacy level. Clicking on the Paperclip button will add the selected problem to the PMFS History text box as well as add a sentence that the Problem List was reviewed with a date and time stamp.