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.

Referrals and Transitions of Care FAQs

How can I sort referrals with multiple scanned documents attached to show latest to oldest?

When reviewing the list of referrals for a patient, the Referrals/Trans tab will always display the date order from most recent to oldest. Below is instruction on how to change the order from the oldest to most recent date.

  1. From the patient chart, click the Referrals/Trans tab.
  2. Click the Date column to change the sort order.
Note: Response to a Referral or a Tracking Entry cannot be sorted in the Referrals/Trans tab when attached to a referral.

To  view scanned documents attached to a referral and change the date order, follow the instruction below.

  1. From the patient chart, click the Referrals/Trans tab.
  2. Click the Scanned Records tab.
  3. Click the Date column to change the sort order.
Note: You may also view and sort documents scanned from the Docs tab. Click here for additional information on viewing documents by date.

What is a CDA?

CDA stands for Clinical Document Architecture.  It is a standard electronic document in XML that defines the structure of certain medical records including summaries and encounter notes. 

The term C-CDA is often used interchangeably, which stands for Consolidated Clinical Document Architecture. The purpose of the C-CDA is to include all clinical documents and CDA templates within one C-CDA document template. 

CDAs can only be sent electronically to external contacts who have a Direct Email Address entered into the Address Book of OP.

What is the difference between a one-time and recurring export job?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

A one-time job runs for the Export Date and Time specified by the user. For example: This Wednesday at 9:00 PM.

A recurring job runs every time the user indicates until the Job End Date. For example: Day 1 of the month, every month at 9:00 PM. 

Will the job I scheduled to run one-time from the Demographic Analysis and Recall show in the CDA Export?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

Yes, the user will see a new line under the One-time tab of the CDA Export that was created from the DAR. In addition, the user can expand the job to view the current stage of the job itself.  

How do I set up the Export Frequency when I add a Recurring CDA Export Job?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

The Export Frequency field contains an ellipsis button that launches Cron Maker. After launching Cron Maker:

  1. Choose whether they'd like the job to run Daily, Weekly, or Monthly. 
  2. Complete the frequency information in the Generate Cron Expression section.
  3. Click the Generate Cron Expression button. Cronmaker provides a Cron format within the Result box. 
  4. Copy and paste the Cron format to the Export Frequency field. 

What is Cron Maker?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

Cron Maker is a utility that helps to build a Cron Expression that is entered in the Export Frequency field of a Recurring CDA job. This will determine how frequently the recurring job will run. 

Daily


Weekly


Monthly

How long in advance can I set up a recurring CDA Export Job?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

A user can select a Job End Date up until one year from the current date.

Why am I being prompted to schedule my export?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

When exporting CDAs from the Demographic Analysis and Recall in bulk, the export job could take some time to run, depending on how large the export job is. OP offers a prompt for the user to schedule the job to run at a specific time in the background. The job can be scheduled for the same day, should the user need to receive the export quickly.

How do I know if a job ran successfully?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

Each job in the CDA Export window can be expanded by clicking + to the left of the Job Name to display the details of the job. These details include the Job Stage. The Job Stages are: Not Started, Running, Completed or Failed. 


How do I manage a recurring CDA export job?

 WARNING: This information is intended solely for clients who are participating in Meaningful Use Stage 3, or who have received the OP Automation Service for CDA Exports independently.

Recurring jobs can be edited, canceled, or deleted from the CDA Export window.

Edit a Recurring Job

Select the job that needs to be edited, and click the Edit button. You can then edit any fields on the job. However, the Job Type cannot be changed from One Time to Recurring and visa versa.  All edits made to the report criteria are saved in the Audit Trail.

Cancel a Recurring Job

Select the job that needs to be cancelled, and click the Edit button. You can then change the status of the job to Inactive, and click Save to save the change. 

Delete a Recurring Job

Select the job to delete, and click the Delete button. All deletions are saved in the Audit Trail.