Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Search for a Patient

Version 14.19

Overview

The Patient Search field   is displayed in the upper left-hand corner of many windows in OP.  

  • To view the search options, hover over the Patient Directory button.

  • To conduct a full search of the Patient Directory, click on the Patient Directory button.

You can search for patients by:

  • Last name
  • First name
  • Alternate ID/name
  • Patient Status 
  • PCP

Note: OP defaults to search for Active patients. If you are searching for a Patient who may have another status, such as Merged, Transferred, Inactive, etc., use the drop-down menu to select the appropriate status.

From full search of the directory, you can also view a snapshot of Patient and Insurance Balances, Demographic information, Contact information etc. The Columns can be edited by selecting the Visible Icons icon located to the far left of the window.

  • You can also save your search preferences by clicking the Save Prefs button.
Version 14.10

Overview

The patient search field   appears in the upper left-hand corner of many windows in OP.  

  • To see the search options, hover over the Patient Directory button.

  • To conduct a full search of the Patient Directory, click the Patient Directory button.

The full search of the Patient Directory shows that you can search for patients by:

  • Last name
  • First name
  • Alternate ID/name
  • Patient Status 
  • PCP

Note: OP 14 defaults to search for Active patients. If you are searching for a Patient who may have another status, such as Merged, Transferred, Inactive, etc., use the drop-down Menu to select the appropriate Status.

From full search of the directory, you can also see a snapshot of Patient and Insurance Balances, Demographic Information, Contact Information etc. The Visible columns can be edited by selecting the Visible Columns icon located to the far left of the window.

  • You can save your search preferences by clicking the Save Preferences button  .