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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.

Searching for a Document Record

Version 14.19
Path: Clinical, Practice Management tab > Document Management button

Overview

This page will instruct you on searching for scanned records.

Procedure

To search for a document record:

  1. Open the Manage Documents window by clicking the Document Management button.  
  2. Click the Search button.  This opens the Search for Documents window.
  3. In the Search for Documents form, you can search by one of the following criteria:
  • Patient: Search the patient directory to locate a patient record.
  1.  Click on the Patient search icon  at the top of the window. The Patient Directory will open.
  2.  Enter your search criteria.
  3.  Once you have found the patient you are looking for, click on the patient name.  
  • Item Type: Click on the down arrow button to the right of the field to select the type of item, e.g . CHART or DIAGNOSTIC TEST, from the drop-down menu.
  • Item category: Click on the ellipses button to open the Document Types and Categories window. Locate the Document Type in the list on the left and click once to select. The Document Categories available for that item type will appear in the box on the right. Click to select a category, then click the OK button. 
  • Staff Addressee: To search for a document using the staff name/ID of the staff member who entered the item:
  1. Click on the ellipses button next to the Staff Addressee field. The Staff Name Lookup window opens.
  2. Click on the desired name in the grid and click OK, or follow the instructions for searching for a specific staff member.
  • Dates:  Click to search for a document using the date the document was scanned in:
  • Select either All (Dates), Today, Past Week, Past Month
  • Select a set date range by setting the start date and end date
  1. Once you have entered the desired criteria, click the Search button.  A list of documents will appear in the Search for Documents grid.
  2. To open a document:
  1. Highlight the document you want to open.
  2. Click the Use Selected Document button.  The Document will open in the Manage Documents window.

  1. After searching the documents, you can filter the columns to isolate the data.
Version 14.10
Path: Smart Toolbar > Docs button

Overview

This page will instruct you on searching for scanned records.

Procedure

To search for a document record:

  1. Open the Manage Documents window by clicking the Docs button.  
  2. Click the Search button.  This opens the Search for Documents window.
  3. In the Search for Scanned Items form, you can search by one of the following criteria:
  • Patient: Search the patient directory to locate a patient record.
  1.  Click on the Patient search icon  at the top of the window. The Patient Directory will open.
  2.  Enter your search criteria.
  3.  Once you have found the patient you are looking for, click the Use Highlighted button to use that name in your document search. 
  • Item Type: Click on the down arrow button to the right of the field to select the type of item, e.g . CHART or DIAGNOSTIC TEST, from the drop-down menu.
  • Item category: Click on the ellipses button to open the Image Categories window. Locate the type of item in the list on the left and click once to select. The Item Categories available for that item type will appear in the box on the right. Click to select a category, then click the OK button. 
  • Staff Addressee: To search for a document using the staff name/ID of the staff member who entered the item:
  1. Click on the ellipses button next to the Staff Addressee field. The Staff Name Lookup window opens.
  2. Double-click on the desired name in the grid, or follow the instructions for searching for a specific staff member.
  • Dates:  Click to search for a document using the date the document was scanned in:
  • Select either All (Dates), Today, Past Week, Past Month
  • Select a set date range by setting the start date and end date
  1. Once you have entered the desired criteria, click the Search button.  A list of documents will appear in the Search for Documents grid.
  2. To open a document:
  1. Highlight the document you want to open.
  2. Click the Use Selected Document button.  The Document will open in the Manage Documents window.

  1. After searching the documents, you can filter the columns to isolate the data.