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.

Statement Method Options

Version 14.19
Note: In order for the guarantor's name to appear in this dropdown, he or she must first be added as a Contact in the patient's Register. Follow the instructions to enter the guarantor as a contact by clicking here.

When registering a patient in OP 14, you will want to be sure you select the person financially responsible for satisfying the patient's balances. Additionally, you will need to select how the statement should be received. To do this:

  1. Click Insur on the Smart Toolbar. The Patient Register will appear with the Insurance tab selected.
  • You can also navigate to the insurance tab of the patient's Register or Account.
  1. If the patient record has not been accessed at this time, locate and select the patient.
  2. In the Guarantor field, select the guarantor who should receive patient balance statements.

  1. Select the appropriate Statement Method from the Statement Method dropdown. Selections include:
  • Mail: A statement will be sent via USPS mail when a statement file is generated.
  • Notify via Portal: A message will be sent to the patient portal notifying the guarantor that a statement balance is due.
  • Credit card on file: Balances on the patient's account will be paid using the credit card that has been saved on file.
  • Hold (don't send): Statements will not be sent until another method has been selected.
Version 14.10
Note: In order for the guarantor's name to appear in this dropdown, he or she must first be added as a Contact in the patient's Register. Follow the instructions to enter the guarantor as a contact by clicking here.

When registering a patient in OP 14, you will want to be sure you select the person financially responsible for satisfying the patient's balances. Additionally, you will need to select how the statement should be received. To do this:

  1. Click Insur on the Smart Toolbar. The Patient Register will appear with the Insurance tab selected.
  • You can also navigate to the insurance tab of the patient's Register or Account.
  1. If the patient record has not been accessed at this time, locate and select the patient.
  2. In the Guarantor field, select the guarantor who should receive patient balance statements.

  1. Select the appropriate Statement Method from the Statement Method dropdown. Selections include:
  • Mail: A statement will be sent via USPS mail when a statement file is generated.
  • Notify via Portal: A message will be sent to the patient portal notifying the guarantor that a statement balance is due.
  • Credit card on file: Balances on the patient's account will be paid using the credit card that has been saved on file.
  • Hold (don't send): Statements will not be sent until another method has been selected.