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.

Scan a New Document

Version 14.19

Overview

This page will instruct you on how to scan a new document into OP.

Scan a New Document 

  1. Click the Document Mgmt button in the ribbon or Documents in the patient's chart.
  2. Click the New Document button.
  3. Place the document onto the document scanner.
  4. Click the Page Scanner button.  Note: The Twain interface must be enabled via the Use radio button in the Twain Use/Hide field below the device icon buttons. 
  5. The scanner will activate and the Scan Options window will appear.
  6. Click the Scan button. The document will be scanned. 
  7. Repeat with the reverse side of the page (if needed - some scanners have a duplex scan option).
  8. The image(s) will appear in the Sketch panel. Follow the directions in the next section to label the item.
  9. Attach the images to a patient's chart by moving the images from the Sketch panel to the Thumbnail panel. 

Labeling the Document

  1. Select the image in the Sketch panel.
  2. Move the page or pages to the Thumbnails panel.
  3. In the Document Details Panel, under Patient Information, search for and select the Patient in the Patient ID field.
  4. In the Document Details Panel, under Review Details, select the appropriate Item Type.
  5. Select the appropriate Item Category.
  6. Click the Reviewed checkbox if the item does not need to be reviewed by anyone else, or leave it blank, and ensure that the Addressed To field is populated with the intended reviewers name.
  7. Select the appropriate Status of Original option. (this is optional).
  8. Click the Save button.  
Version 14.10
Path: Smart Toolbar > Docs button > New Document

Overview

This page will instruct you on how to scan a new document into OP.

Scan a New Document 

  1. Click the Docs button on the smart toolbar to open the Document Management window.

  1. Click the New Document button.
  2. Place the document onto the document scanner.
  3. Click the Document Scan button .  The Twain interface must be enabled via the Use radio button in the Twain Use/Hide field below the device icon buttons. 
  4. The scanner will activate and the Scan Options window will appear.
  5. Click the Scan button located in the lower-right corner of the Scan Options window. The document will be scanned. 
  6. Repeat with the reverse side of the page (if needed, however some scanners have a duplex scan option).
  7. The image(s) will appear in the Sketch panel. Follow the directions in the next section to label the item.
  8. Attach the images to a patient's chart by moving the images from the Sketch panel to the Thumbnail panel. 

Labeling the Document

  1. Select the image in the Sketch panel.
  2. Move the page or pages to the Thumbnails panel.
  3. Select the patient by searching for the Patient ID in the Document Details Panel.
  4. Select the Insurance from the Item Type dropdown.
  5. Select the appropriate Item Category.
  6. Click the Reviewed checkbox.
  7. Under Administrative Details in the Document Details panel, select In Patient's Chart in the Status of Original field (this is optional).
  8. Click the Save button.