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.

Send a Form to the Patient Portal

Version 14.19

Overview

Practices may choose to make forms accessible to patients and parents via the patient portal. This article will instruct users how to send forms to the portal. 

The Patient Portal does not support users uploading forms, documents, or images for transmission to the practice.

If you want to have the parent access a form from the Patient Portal, you will need to create the PDF of the form in OP 14 and send it to the portal on an individual patient basis. 

Note: Prior to beginning the steps below, click the Print/Transmit/Save PDF button and select Save PDF in the smart toolbar.

Send a Form to the Patient Portal

Follow the steps below to send a form to the Patient Portal:

  1. Select the Forms button on the smart toolbar.  
  2. Locate and select the patient.
  3. Select the report from the Standards Reports tab or End User Reports tab that you would like to send to the portal.
  4. Select the Save to portal checkbox.

  1. Click Print in the Patient Medical Reports Manager (Forms) window.
  2. Complete the Disclosure Tracking window.

Viewing the Form on the Portal (What the Parent will See)

  1. Log into the OP Patient portal.
  2. Select the Patient for whom the form has been sent to the portal.
  3. Click the Patient Information tab.
  4. Click Forms.

  1. The form(s) will be available with a View link that will open the form for parents to view or print. 
Note: Forms scanned into OP 14 can also be saved to the portal by selecting the Forms Item Type. For more information on Item Types, click here.
Version 14.10

Overview

Practices may choose to make forms accessible to patients and parents via the patient portal. This article will instruct users how to send forms to the portal. 

The Patient Portal does not support users uploading forms, documents, or images for transmission to the practice.

If you want to have the parent access a form from the Patient Portal, you will need to create the PDF of the form in OP 14 and send it to the portal on an individual patient basis. 

Note: Prior to beginning the steps below, click the Print/Transmit/Save PDF button and select Save PDF in the smart toolbar.

Send a Form to the Patient Portal

Follow the steps below to send a form to the Patient Portal:

  1. Select the Forms button on the smart toolbar.  
  2. Locate and select the patient.
  3. Select the report from the Standards Reports tab or End User Reports tab that you would like to send to the portal.
  4. Select the Save to portal checkbox.

  1. Click Print in the Patient Medical Reports Manager (Forms) window.
  2. Complete the Disclosure Tracking window.

Viewing the Form on the Portal (What the Parent will See)

  1. Log into the OP Patient portal.
  2. Select the Patient for whom the form has been sent to the portal.
  3. Click the Patient Information tab.
  4. Click Forms.

  1. The form(s) will be available with a View link that will open the form for parents to view or print. 
Note: Forms scanned into OP 14 can also be saved to the portal by selecting the Forms Item Type. For more information on Item Types, click here.