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.

Schedule and Practice Workflow: Documents

Version 14.19
The Schedule and Practice Workflow tabs were split throughout the ribbon and main navigation panel in OP 19 for easier convenience. Since the Help Center supports both OP 14 and OP 19, these previous Schedule and previous Practice Workflow functions will still be referenced at the same Help Center locations as OP 14.

About Clinical Work: Documents

Main Navigation Panel > Documents (Clinical group)

The Clinical Work window contains the Documents tab.The Documents tab displays documents that have not yet been review by the assigned user.  Documents are displayed based upon the selections made in the Scope field. Selected documents in this window can be reviewed and edited in the Manage Documents window.

Clinical Work: Documents Map

Number
SectionDescription
1
Scope
The Scope field narrows the parameters for the displayed tab.  Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.

2

Review/Edit buttonThe Review/Edit button opens the Manage Documents window for the selected documents  in the Document list grid. Doing this will allow you to review or edit a document.

3

Print buttonThe Print button prints the Document record list displayed in the Document List grid.

4

Document List gridThe Documents List grid displays documents based upon the selections made in the Scope field.
Version 14.10

About Schedule and Practice Workflow: Documents

Path: Smart Toolbar > Schedule button (F7) > Documents tab

The Schedule and Practice Workflow combines a number of forms to help you get your work done faster and more efficiently. The Schedule and Practice Workflow consists of a calendar, patient tracking, messages, a task list, encounter information, well visit information, diagnostic tests, referrals, documents, surveys, and a patient prescription queue.

The Documents tab displays documents that have not yet been review by the assigned user.  Documents are displayed based upon the selections made in the Scope field. Selected documents in this window can be reviewed and edited in the Manage Documents window.

Schedule and Practice Workflow: Documents Map

Number
SectionDescription

1

Review/Edit buttonThe Review/Edit button opens the Manage Documents window for the selected documents  in the Document list grid. Doing this will allow you to review or edit a document.

2

Print buttonThe Print button prints the Document record list displayed in the Document List grid.

3

Document List gridThe Documents List grid displays documents based upon the selections made in the Scope field.
4
Left tabs

The left tabs open a different section within the practice's schedule and practice workflow.  The Schedule and Practice Workflow contains the following left tabs:

5
ScopeThe Scope field narrows the parameters for the displayed tab.  Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.