Register

This page instructs searching for a patient prior to creating a new record. This will confirm the patient is or is not currently in Office Practicum therefore preventing duplicate records.

Learn how to register a new patient after confirming they are not already entered into your system.

Learn how to use the Copy From button to copy a patient's Basic Info to a sibling.

Learn how to update a patient's address and phone number.

Learn how to add Family Contacts to a patient's chart.

Learn how to merge duplicate contacts in OP.

In this section you will find instructions on adding an insurance to the patient record.

Learn how to edit a patient's insurance record - only if the insurance is not attached to a claim. If the insurance is attached to a claim, a new insurance record needs to be created.

Learn how to make a patient's insurance record inactive, and hide or view inactive insurances.

This page will instruct you on how to copy a sibling's insurance record.

Learn how to set the Statement method for each patient in their Patient Chart.

This page will instruct you on how to validate insurance and troubleshoot validation errors.

This will teach you to print from the patient register.

This page will instruct you on how to add a Miscellaneous Note.

This page will instruct you on viewing and adding a Patient's Coordination of Care.

This will teach you how to link families in OP 14.

In the event that a patient is registered twice in OP and has two charts, users can 'Merge' the charts after deciding which Chart contains the most valuable information.

Learn how to create a wait list for your practice, whether for earlier appointments or new patients. Modify workflows accordingly.

Learn how to specify a patient's gender identity.

Learn how to specify a patient's sexual orientation.

Specify a patient's ethnicity details on the basic information section of demographics tab.

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Basic Information Version 20.16 About A patient's Race details, when provided, should be entered into the Basic Information section of their chart. The Det...

Lists of commonly encountered Insurance Validation errors.