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.

Message Center

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 Message Center

Main Navigation Bar > Phone (Messages group) 
Main Navigation Bar > Portal (Messages group) 
Main Navigation Bar > External (Messages group) 
Main Navigation Bar > Need Action (Messages group) 
Clinical tab > Patient Patient Chart button > Messages 
Practice Management tab > Patient Chart button > Messages
Billing tab > Patient Chart button > Messages

The Message Center serves as the "control center" for correspondence and communication internal and external to your office.

Message Center Map

NumberSectionDescription

1

TabsThe Message Center tabs include:
  • Unread Phone: New messages originating from phone calls.
  • Unread Portal: New messages originating from the Patient Portal.
  • Unread External: New messages originating outside the practice.
  • Needs Action: Messages that have been marked 'Act Req'.
  • Read: Messages marked as 'Read' from the Unread Phone tab.
  • Sent: All sent messages (*Messages can be invalidated by the original sender from the Sent tab).
2
Message gridThe Message grid displays the messages for the selected tab.
3
Message Details gridThe Message Details grid displays the details for the selected message in the Message grid.

4

New Message buttonThe New Message button opens the New Message window.

5

Comment buttonThe Comment button allows you to comment and saves the message in the patient chart without sending to a recipient.

6

Reply buttonThe Reply button opens the message in Reply mode with the original sender as the recipient.

7

Reply All buttonThe Reply All button opens the message in Reply mode with all recipients marked to receive the reply.

8

ForwardThe Forward button opens the message in Reply mode without a recipient selected.  Select the recipient to receive the message.

9

Include Prior Text checkboxSelect the Include Prior Text checkbox when you want to include the prior message text in the response.

10

Search CriteriaThe search criteria narrows a search to look for a particular message.  The criteria includes the following:
  • Scope: Select another individual from the drop-down, or everyone to view others' message (privilege required).
  • Dates: View prior messages by selecting an alternate date range.
  • Confidential: Check the box to view Exempt From Reporting messages (privilege required).
  • Search Schedule: Click icon to open the Search for Appointments window.
Version 14.10

About Schedule and Practice Workflow: Messages Tab

Path: Smart Toolbar > Schedule button (F7) > Messages 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 Messages tab is your inbox.  From here you can review and edit messages.  Messages are sorted under category tabs.  Choose a message in one of the categories to view, reply, forward, and print a message.

Schedule and Practice Workflow: Messages Tab Map

Number
Section
Description
1
+ New Message button
The + New Message button opens the New Message window.
2
Comment button
The Comment button saves the message in the patient chart without sending to a recipient.
3
Reply button
The Reply button opens the message in Reply mode with the original sender as the recipient.
4
Reply All button
The Reply All button opens the message in Reply mode with all recipients marked to receive the reply.
5
Forward
The Forward button opens the message in Reply mode without a recipient selected.  Select the recipient to receive the message.

6

Tabs
The Message Center tabs include:
  • Unread Phone: New messages originating from phone calls.
  • Unread Portal: New messages originating from the Patient Portal.
  • Unread External: New messages originating externally.
  • Needs Action: Messages that have been marked 'Act Req'.
  • Read: Messages marked as 'Read' from the Unread Phone tab.
  • Sent: All sent messages (Messages can be invalidated by the original sender from the Sent tab).
7
Message List grid
The Message grid displays the list of available messages.
8
Message Details grid
The Message Details grid displays the details for the selected message in the Message List grid.
9
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: