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.

Rooms & Resources

Version 14.19
Path: Practice Management tab > Appointments

Overview

Adding Rooms is a great way to know where a patient is located and determine what rooms are available. Follow the steps below to add Rooms or Resources.  

Adding Rooms/Resources

  1. Navigate to the Appointment Types and Zones window by using the path above.
  2. Click the Rooms/Resources tab.

  1. Click the Add button
  2. Enter in the following information and click the Save button when finished.
FieldDescription
Room/Resource NameThe name of the room. If you have multiple locations each room name must be unique for each location.
InitialsA short code used to identify the room (RM1, RM2).
ActiveThis box should be automatically checked for new rooms being added. If a room is currently not being used, deselect the box.
LocationIn a multi-location office, select where this room is located. If you only have one location, you may omit this column.
Colloquial NameA nickname for the room.
ColorYou may select a color for your exam room if applicable for your practice workflow (this is not mandatory).

Editing Rooms/Resources

  1. Navigate to the Appointment Types and Zones window by using the path above.
  2. Click the Rooms/Resources tab.
  3. Select the room or resource that you wish to modify and click the Edit button
  4. Modify the fields as needed.
  5. If a room is no longer in use, deselect the Active column checkbox for that room. If names have just been re-purposed, change the Room/Resource Name rather than creating a new entry. 
  6. Click the Save button.
Version 14.10
Utilities > Manage Practice > Appointment Preferences

Overview

Adding Rooms is a great way to know where a patient is located and determine what rooms are available. Follow the steps below to add Rooms or Resources.  

Adding Rooms

  1. Click the button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Appointment Preferences.
  4. Select the tab for Rooms.
  5. Click on the Insert Record button  
  6. From here, enter in the following information, and click on the Post Edit button  to save your changes. When completed, exit by clicking the Exit button  in the upper right hand corner of the window.
FieldDescription
Room/Resource NameThe name of the room. If you have multiple locations each room name must be unique for each location.
InitialsA short code used to identify the room (RM1, RM2).
ActiveThis box should be automatically checked for new rooms being added. If a room is currently not being used, uncheck the box.
LocationIn a multi-location office, select where this room is located. If you only have one location, you may omit this column.
Colloquial NameA nickname for the room.
ColorYou may select a color for your exam room if applicable for your practice workflow (this is not mandatory).

Appointment Preferences: Rooms/Resources tab

Editing Appointment Types

  1. Select the tab for Rooms.
  2. Click on an item that you wish to modify and click the EditRecord button  
  3. Modify any of the fields as needed.
  4. If a room is no longer in use, uncheck the Active column. If names have just been re-purposed, change the Room/Resource Name rather than creating a new entry. 
  5. Click the Post Edit button  .
  6. Click the Exit button .