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.

Set a Default Exam Template

Version 14.19

This function is no longer available as of OP 19 (Version 14.19.1)

Version 14.10


A default sick visit is helpful for providers who like to chart while in the room with the patient. These providers may not know the child's diagnosis to use a diagnosis specific template while charting. 

  1. Select the Chart button on the Smart Toolbar.

Smart Toolbar: Chart Button

  1. Search for a test patient.
  2. Click the Encounters tab .
  3. Click the Start New Note button .
  4. Click the Template tab.
  5. Locate the template to be the default template and double click to select.
Note:  There is a NORMAL EXAM template under Constitutional which may be appropriate for charting.

Encounter Note: Templates Tab

  1. Click the Set as Default Exam Template button.

Encounter Note: Set as Default Exam Template Button

  1. Click Yes to confirm the default template.


Encounter Note: Confirm Default Template

  1. Click the Pref button.
  2. Click the Exit button .
  3. Click the Don't Save buttonto exit without saving.

Using the Default Exam

  1. Click the Detailed Exam tab.
  2. Click the Apply Default Exam button.

Encounter Note: Apply Default Template

  1. Click the OK button to use the default exam.

Encounter Note: Accept Default Template

  1. Make changes as needed for this patient.