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 an Asthma Action Plan to the Patient Portal

Version 14.19

If you want to give the parent access to an Asthma Action Plan on the Patient Portal, you will need to create the PDF of the plan 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.

Follow the steps below to send an Asthma Action Plan to the Patient Portal:

  1. Select the Chart button on the smart toolbar.  
  2. Locate and select the patient.
  3. Click the Asthma Plans tab.
  4. Perform the following step based on if the patient has an existing or new Asthma Plan:
  • If the patient currently has an Asthma Plan and you would simply like to send it to the Patient Portal, select the plan and select the View/Print the selected Asthma Plan radio button.
  1. Click Next.
  2. Select the plan from the Available Asthma Action Plan Reports.
  3. Select the Save to Portal checkbox.
  4. Click Print in the Asthma Action Plan window.
  • If the patient does not have an Asthma Plan, select Create a new Asthma Plan from scratch. An Asthma Plan must first be created in order to save it to the Patient Portal.
  1. Create the Action Plan.
  2. When you arrive at the Save and Print section of the plan, save the plan.
  3. Select the Save to Portal checkbox.
  4. Click Print in the Asthma Action Plan window.

Viewing the Asthma Action Plan on the Portal (What the Parent will See)

  1. Log into the OP Patient portal.
  2. Select the patient for whom the Asthma Action Plan has been sent to the portal.
  3. Click the Patient Information tab.
  4. Click Forms. The Asthma Action Plan will be available with a View link that will open the Asthma Action Plan for parents to view or print. 
Version 14.10

If you want to give the parent access to an Asthma Action Plan on the Patient Portal, you will need to create the PDF of the plan 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.

Follow the steps below to send an Asthma Action Plan to the Patient Portal:

  1. Select the Chart button on the smart toolbar.  
  2. Locate and select the patient.
  3. Click the Asthma Plans tab.
  4. Perform the following step based on if the patient has an existing or new Asthma Plan:
  • If the patient currently has an Asthma Plan and you would simply like to send it to the Patient Portal, select the plan and select the View/Print the selected Asthma Plan radio button.
  1. Click Next.
  2. Select the plan from the Available Asthma Action Plan Reports.
  3. Select the Save to Portal checkbox.
  4. Click Print in the Asthma Action Plan window.
  • If the patient does not have an Asthma Plan, select Create a new Asthma Plan from scratch. An Asthma Plan must first be created in order to save it to the Patient Portal.
  1. Create the Action Plan.
  2. When you arrive at the Save and Print section of the plan, save the plan.
  3. Select the Save to Portal checkbox.
  4. Click Print in the Asthma Action Plan window.

Viewing the Asthma Action Plan on the Portal (What the Parent will See)

  1. Log into the OP Patient portal.
  2. Select the patient for whom the Asthma Action Plan has been sent to the portal.
  3. Click the Patient Information tab.
  4. Click Forms. The Asthma Action Plan will be available with a View link that will open the Asthma Action Plan for parents to view or print.