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.

Template Procedures

Version 14.19

Overview

You will be shown how to add procedure codes to a template to capture charges performed by procedures done in the office.


Click the link to view a video of how to customize and use the procedure feature Using Procedures in a Template.
  1. Click the Encounter Templates or Well Visit Templates button in the Clinical tab.
  2. Select the template.
  3. Click the Edit button.
  4. Click the Procedures tab and select a Category. If the procedure code is not found in a Category, click the Lookup CPT button.

  1. Double-click to select a procedure.

  1. Complete the procedure line, the below items are optional:
  1. Click the dropdown arrow in the Mod field and select a procedure modifier.

  1. Click into the Procedure Note field and type the note for the procedure.
Note: You may also click the ellipse button in the PN Edit field to add a procedure note or click the PC button to insert phrases. If a Procedure Note is added is will appear linked to the procedure code on the note summary.

  1. Enter the number of units.

  1. Click the dropdown arrow to select a diagnosis code in DX1 - DX4. The list of diagnosis codes to choose from are entered on the Encounter Note tab of the template.

  1. Click the dropdown arrow and select EPSDT.

  1. Click the dropdown arrow and select EP Refer.

  1. Click the Save changes button .
Version 14.10

Overview

You will be shown how to add procedure codes to a template to capture charges performed by procedures done in the office.


Click the link below to view a video of how to customize and use the procedure feature Using Procedures in a Template.
  1. Click the Procedures tab and select a Category. If the procedure code is not found in a Category, click the Lookup CPT button.

  1. Double-click to select a procedure.

  1. Complete the procedure line, the below items are optional:
  1. Click the drop down arrow in the Mod field and select a procedure modifier.

  1. Click into the Procedure Note field and type the note for the procedure.
Note: You may also click the ellipse button in the PN Edit field to add a procedure note or click the PC button to insert phrases. If a Procedure Note is added is will appear linked to the procedure code on the note summary.

  1. Enter the number of units.

  1. Click the dropdown arrow to select a diagnosis code in DX1 - DX4. The list of diagnosis codes to choose from are entered on the Encounter Note tab of the template.

  1. Click the dropdown arrow and select EPSDT.

  1. Click the dropdown arrow and select EP Refer.

  1. Click the Save changes to template button.