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: Well Visits

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: Well Visits

Main Navigation Panel > Well Visits (Clinical group)

The Clinical Work window contains the Well Visits tab.The Well Visits tab displays the notes for well visits that are not finalized by a provider by a selected date. This view can be set to view other provider’s well visits or all well visits.

Clinical Work: Well Visits Map

Number
Section
Description
1
Edit button
The Edit button opens the Preventive Exam - Well Visit window to edit a selected well visit encounter that was not archived.
2
Finalize button
The Finalize button approves and locks a preventive exam 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 button
The Cosign button adds a cosigner to the preventive exam 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
Well Visit List gridThe Well Visit List grid displays the well visit notes for well visits that are not finalized by a provider by a selected date.
Version 14.10

About Schedule and Practice Workflow: Well Visits Tab

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

Schedule and Practice Workflow: Encounters Tab Map

Number
Section
Description
1
Edit button
The Edit button opens the Preventive Exam - Well Visit window to edit a selected well visit encounter that was not archived.
2
Finalize button
The Finalize button approves and locks a preventive exam 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 button
The Cosign button adds a cosigner to the preventive exam 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
Well Visit List gridThe Well Visit List grid displays the well visit notes for well 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: