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.

Clinical Work: Encounters

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: Encounters

Main Navigation Panel > Encounters (Clinical group)

The Encounters window displays the encounter notes for sick visits that are not finalized by a provider by a selected date. This view can be set to view other provider’s encounters or all encounters.

Clinical Work: Encounters Map

Number
SectionDescription
1
Edit buttonThe Edit button opens the Patient Encounter window to edit a selected archived patient encounter.
2
Finalize buttonThe Finalize button approves and locks a patient encounter note.  Once the note has been finalized it cannot be changed.  After a note has been finalized, open the finalized note and click the Addenda tab.  An addendum can be created, edited, and viewed in the Addenda tab to add information to the encounter note. The user approving the finalized note will appear in the Note Finalized by field.
3
Cosign buttonThe Cosign button adds a cosigner to the patient encounter note after a note has been finalized.  The logged in user name clicking the Cosign button will appear in the Note Cosigned by field.
4
Encounter List gridThe Encounter List grid displays the encounter notes for sick visits that are not finalized by a provider by a selected date
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.
Version 14.10

About Schedule and Practice Workflow: Encounters Tab

Path: Smart Toolbar > Schedule button (F7) > Encounters 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 Encounters tab displays the encounter notes for sick visits that are not finalized by a provider by a selected date. This view can be set to view other provider’s encounters or all encounters.

Schedule and Practice Workflow: Encounters Tab Map

Number
SectionDescription
1
Edit buttonThe Edit button opens the Patient Encounter window to edit a selected archived patient encounter.
2
Finalize buttonThe Finalize button approves and locks a patient encounter note.  Once the note has been finalized it cannot be changed.  After a note has been finalized, open the finalized note and click the Addenda tab.  An addendum can be created, edited, and viewed in the Addenda tab to add information to the encounter note. The user approving the finalized note will appear in the Note Finalized by field.
3
Cosign buttonThe Cosign button adds a cosigner to the patient encounter note after a note has been finalized.  The logged in user name clicking the Cosign button will appear in the Note Cosigned by field.
4
Encounter List gridThe Encounter List grid displays the encounter notes for sick visits that are not finalized by a provider by a selected date
5
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: