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.

Clinical: Start a Sick Visit (Encounter)

Version 14.19
Path: Clinical, Billing, or Practice Management tab > Schedule button > Tracking radio button

Overview

In this section, you will find the steps for opening an Encounter from Patient Tracking.

  1. Navigate to Tracking by following the path above.
  2. Click to select the patient you will be working with. 

  1. Change the Visit Status by clicking the Visit Status and selecting the status from the dropdown.

  1. Select a room from the Room field dropdown to display the room where the patient will be seen.

  1. Right-click on the highlighted patient.
  2. Select Open encounter.

Note:  Select Open encounter to start a note for sick visits, follow-up visits, weight checks, shots only visits, etc. Select Open well visit to start a preventive/well child visit note.  
Version 14.10

In this section you will find the steps for opening an Encounter from the Tracking Window

  • You will need to be in the Schedule and Practice Workflow Window:  Press 'F7' on your keyboard or Click the Sched button  on the Smart Toolbar.
  1. Click on the Tracking tab.
Note:  The patient tracking shows where the patient is in his/her visit. For example, the patient is in with the triage nurse or the patient is in with the doctor.

In the below example, Nancy Test has checked in and is in the 'Waiting Room'; Robert Test is in the 'Ocean Room' with the nurse; Henry Test is in the 'Safari Room' waiting for the doctor.

Schedule and Practice Workflow: Tracking Screen

  1. Select the name of the patient you will be seeing. Once you Click on the name, you will see the line highlighted blue.
  2. Change the 'Visit Status' and 'Room Name' as applicable. Select the appropriate status and room from the drop down using the drop down arrow on the right hand side of the column.
Note: The Room Names and Visit Stages are customized for each pediatric practice.

Schedule and Practice Workflow: Tracking Screen

  1. Click the 'right mouse button' on the highlighted line. A dialogue box will open. Select Open encounter.

Schedule and Practice Workflow: Tracking Screen

For sick visits - choose Open Encounter.

Note:  

Select Open encounter to start a note for sick visits, follow up visits, weight checks, shots only visits, etc.
Select Open well visit to start a preventive/well child visit note.