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.

Tracking Schedule

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 Tracking Schedule

Path: Clinical tab > Schedule button > Tracking radio button
Path: Practice Management tab > Tracking radio button
Path: Billing tab > Tracking radio button

Tracking is typically used by the Clinical and Provider staff to view a patient’s progress in the office. A patient’s progress is tracked in stages. It is important to know exactly where a patient is at all times during a visit. Patient Tracking Stages will allow everyone to see what stage the patient is on during the visit. Each entry in the Patient Tracking Stages list has an associated virtual stage. If populated, the system will automatically advance the tracking stage as nurses and doctors open the encounter note.

Note:  If your practice has multiple locations, all rooms must be associated with a respective location. You are not able to reuse the room numbers.

Tracking Schedule Map

Number
SectionDescription

1

DateThe Date field selects the date for appointments to be tracked.

2

Show TasksThe Show Tasks radio buttons determine what patients are displayed in the tracking grid based upon the selected department.

3

Show Billing ReconciliationSelecting the Show Billing Reconciliation checkbox opens the Billing Reconciliation window where payments can be applied, payers can be changed, insurance can be updated, and charges can be posted/displayed.

4

Print buttonThe Print button prints the displayed tracking grid.

5

Validate buttonThe Validate button validates the insurance for all the appointments in the tracking grid.

6

Statements buttonThe Statements button prints family statements for all the patients on the schedule.
7
Tracking gridThe tracking grid displays all the patients that are on the schedule for the selected date. The grid displays appointment information in columns. Users may select which columns they want to show or hide. For information on how to do this in OP, click here.  Some of the columns most commonly shown include Time, Patient (whole name including alternate first name as set in the Register), Appointment Reason, Arrival Time, Room, Visit Status, Tasks, and Billing Status but the importance of the shown columns will depend upon the user. The view of a user's Tracking tab can be saved as a preference by clicking the Pref button on the Smart Toolbar.
8
Confirm button
The Confirm button opens the Patient Message eXchange in order to send messages to all unconfirmed appointments. This button is not visible when OP Notify is enabled.
9
Send Message button
The Statements button prints family statements for all the patients on the schedule.
Version 14.10

About Schedule and Practice Workflow: Patient Tracking

Path: Smart Toolbar > Schedule button > Tracking 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.

Tracking is typically used by the Clinical and Provider staff to view a patient’s progress in the office. A patient’s progress is tracked in stages. It is important to know exactly where a patient is at all times during a visit. Patient Tracking Stages will allow everyone to see what stage the patient is on during the visit. Each entry in the Patient Tracking Stages list has an associated virtual stage. If populated, the system will automatically advance the tracking stage as nurses and doctors open the encounter note.

Note:  If your practice has multiple locations, all rooms must be associated with a respective location. You are not able to reuse the room numbers.

Schedule and Practice Workflow: Patient Tracking Map

Number
SectionDescription

1

DateThe Date field selects the date for appointments to be tracked.

2

Show TasksThe Show Tasks radio buttons determine what patients are displayed in the tracking grid based upon the selected department.

3

Show Billing ReconciliationSelecting the Show Billing Reconciliation checkbox opens the Billing Reconciliation window where payments can be applied, payers can be changed, insurance can be updated, and charges can be posted/displayed.

4

Print buttonThe Print button prints the displayed tracking grid.

5

Validate buttonThe Validate button validates the insurance for all the appointments in the tracking grid.

6

Confirm buttonThe Confirm button opens the Patient Message eXchange in order to send messages to all unconfirmed appointments. This button is not visible when OP Notify is enabled.

7

Send Message buttonThe Send Message button opens the Patient Message eXchange.  You can send a message to a selected patient in the tracking grid. This button is not visible when OP Notify is enabled.

8

Statements buttonThe Statements button prints family statements for all the patients on the schedule.
9
Tracking gridThe tracking grid displays all the patients that are on the schedule for the selected date. The grid displays appointment information in columns. Users may select which columns they want to show or hide. For information on how to do this in OP, click here.  Some of the columns most commonly shown include Time, Patient (whole name including alternate first name as set in the Register), Appointment Reason, Arrival Time, Room, Visit Status, Tasks, and Billing Status but the importance of the shown columns will depend upon the user. The view of a user's Tracking tab can be saved as a preference by clicking the Pref button on the Smart Toolbar.
10
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:

Version 14.8

About Schedule and Practice Workflow: Patient Tracking

Path: Smart Toolbar > Schedule button > Tracking 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.

Tracking is typically used by the Clinical and Provider staff to view a patient’s progress in the office. A patient’s progress is tracked in stages. It is important to know exactly where a patient is at all times during a visit. Patient Tracking Stages will allow everyone to see what stage the patient is on during the visit. Each entry in the Patient Tracking Stages list has an associated virtual stage. If populated, the system will automatically advance the tracking stage as nurses and doctors open the encounter note.

Note:  If your practice has multiple locations, all rooms must be associated with a respective location. You are not able to reuse the room numbers.

Schedule and Practice Workflow: Patient Tracking Map

Number
SectionDescription

1

DateThe Date field selects the date for appointments to be tracked.

2

Show TasksThe Show Tasks radio buttons determine what patients are displayed in the tracking grid based upon the selected department.

3

Show Billing ReconciliationSelecting the Show Billing Reconciliation checkbox opens the Billing Reconciliation window where payments can be applied, payers can be changed, insurance can be updated, and charges can be posted/displayed.

4

Print buttonThe Print button prints the displayed tracking grid.

5

Validate buttonThe Validate button validates the insurance for all the appointments in the tracking grid.

6

Confirm buttonThe Confirm button opens the Patient Message eXchange in order to send messages to all unconfirmed appointments.

7

Send Message buttonThe Send Message button opens the Patient Message eXchange.  You can send a message to a selected patient in the tracking grid.

8

Statements buttonThe Statements button prints family statements for all the patients on the schedule.
9
Tracking gridThe tracking grid displays all the patients that are to be tracked for the selected date.  The grid displays the time of the appointment, patient name, reason for appointment, arrival time, room, visit status, etc.
10
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: