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.

Sick Visits (Privacy)

Version 14.19

Overview

How to mark the privacy of a sick visit depends on whether or not the visit note has been finalized.

  • Finalized notes: Privacy can be set for the entire sick visit in the Encounter Summary Sheet window.
  • Unfinalized notes: Privacy can be set in the Summary section of the encounter note.

Additionally, the visibility of the Counseling section of an unfinalized note can also be marked. 

Setting Privacy from the Encounter Summary Sheet (Finalized Note)

To set the Privacy for a sick visit from the Encounter Summary Sheet (finalized note):

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Encounter Summary Sheet window appears.
  4. Select the Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Visibility dropdown.

Setting Privacy from the Summary Section of the Encounter Note (Unfinalized Note)

To set the Privacy for a sick visit from the Summary section of the Encounter note:

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Patient Encounter window appears.
  4. Click the Summary tab.
  5. Select the Note Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Note Visibility dropdown.

Setting the Privacy for the Counseling Section of the Unfinalized Sick Visit

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Patient Encounter window appears.
  4. Click the Couns/CoC tab.
  5. Select the Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Visibility dropdown.

Version 14.10

Overview

How to mark the privacy of a sick visit depends on whether or not the visit note has been finalized.

  • Finalized notes: Privacy can be set for the entire sick visit in the Encounter Summary Sheet window.
  • Unfinalized notes: Privacy can be set in the Summary section of the encounter note.

Additionally, the visibility of the Counseling section of an unfinalized note can also be marked. 

Setting Privacy from the Encounter Summary Sheet (Finalized Note)

To set the Privacy for a sick visit from the Encounter Summary Sheet (finalized note):

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Encounter Summary Sheet window appears.
  4. Select the Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Visibility dropdown.

Setting Privacy from the Summary Section of the Encounter Note (Unfinalized Note)

To set the Privacy for a sick visit from the Summary section of the Encounter note:

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Patient Encounter window appears.
  4. Click the Summary tab.
  5. Select the Note Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Note Visibility dropdown.

Setting the Privacy for the Counseling Section of the Unfinalized Sick Visit

  1. Access the patient's Chart.
  2. Select the Encounters tab.
  3. Select the Encounter Note and click Open Note.  The Patient Encounter window appears.
  4. Click the Couns/CoC tab.
  5. Select the Visibility dropdown. The visibility level of Any Staff Member (shown below) includes the visibility on the portal.  To hide an item from being visible on the portal, select Clinical Staff Only (includes clinical staff plus providers) or higher in the Visibility dropdown.