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.

Linking Families in OP 14

Version 14.19

Overview

There are three types of "families" classified in the OP software: Social Family, Financial Family, and Genetic Family. These families are used to link patients together for the purpose of easily sharing clinical information and navigating to linked Accounts and Charts as well as other benefits described below.

Note: In order for patients to appear as linked, each patient involved must have an 'Active' status selected in their Patient Chart button > Basic Information.

Social Family

Patient Chart button > Family Contacts

Social Families in OP link patients together for the purpose of easily documenting the patients' Social History. A social family is linked via the "Resides With"  (Res?) checkbox in a patient's chart under Family Contacts. All patients connected to the same contact via the Resides With checkbox make up that social family. Once the contacts have been marked as Resides With, each patient who shares the link will appear in the Social History tab within the patient chart. This provides the Clinical Staff or Provider the ability to collect Social History information on one of the linked patients and apply it to the other patients without having to repeatedly complete each History question. If there is a contact or patient in OP that is not displayed this way, double check the Patient Chart button > Family Contacts to ensure the contact is indicated as residing with that patient. 

Checking this Res? checkbox box will prompt a confirmation dialog box asking if you would like to sync the address for the contact to be the same as the patient's.

Financial Family

Patient Chart button > Insurance

Financial Families in OP link patients together for the purpose of transferring credits between patients and for family billing purposes such as receiving family statements. A financial family is linked via the Patient Responsibility Guarantor field in a patient's Insurance record. The Guarantor indicates who is financially responsible for settling all balances owed by the family. All patients who share the same Patient Responsibility Guarantor will be linked as a Financial Family. There may be situations (such as custody or foster care) where siblings may have different Patient Responsibility Guarantors and should not be linked here.

Note: In order to select the Guarantor from the dropdown (as displayed in the image above) the Guarantor must first be added to the patient's Patient Chart button > Family Contacts

Genetic Family

Patient Chart button > Family Contacts 

Genetic Families in OP link patients together for the purpose of easily documenting the patient's Family History. In the Patient Chart button > Family Contacts, once a user selects Mother or Father in the Role/Reason field for a contact, the following warning box will appear:

Users should:

  • Click Yes if the contact is the genetic parent.
  • Click No if the contact is not the genetic parent.
  • Click the to close the warning  box if genetic relation is unknown.
Note: You can only indicate genetic Mother/Father from this tab one time. If the selection needs to be changed, it must be done from the patient’s chart in the Family History tab.

The confirmed genetic parents will appear in the Patient Chart button > History > Family tab along with a dropdown of linked patients to whom the Family History can be copied.

Where links are seen in OP?

Since the phone number no longer links patients together, all patients must be updated to indicate their Social, Financial, and Genetic families. As long as that information is up to date, the patient’s family will accurately display in the following areas:

  • Family button in Patient Finder window.
  • Family displayed on the Patient Chart button > Clinical Overview.
  • Copy from sibling on Social history.
  • Copy from sibling on Family History.
  • Change family addresses from Patient Chart button > Basic Information.
  • Family tasks mode on Patient Chart button > Account Summary.
  • Family mode on Lookup Consent Forms.
Version 14.10

Note: OP 14 no longer uses the Primary Phone Number as the link for any type of family.

Overview

There are three types of "families" in OP: Social Family, Financial Family, and Genetic Family. These families are used to link patients together for the purpose of easily sharing clinical information and navigating to linked Accounts and Charts as well as other benefits described below.

Note: In order for patients to appear as linked, each patient involved must have an 'Active' status selected in their Register record.

Social Family

Patient Register > Contacts tab

Social Families in OP link patients together for the purpose of easily documenting the patients' Social History. A social family is linked via the "Resides With"  (Res?) checkbox in a patient's Contacts. All patients connected to the same contact via the Resides With checkbox make up that social family. Once the contacts have been marked as Resides With, each patient who shares the link will appear in the Social History tab within the patient chart. This provides the Clinical Staff or Provider the ability to collect Social History information on one of the linked patients and apply it to the other patients without having to repeatedly complete each History question. If there is a contact or patient in OP that is not displayed this way, double check the contacts tab to ensure the contact is indicated as residing with that patient. 

Checking this Res? checkbox box will prompt a confirmation dialog box asking if you would like to sync the address for the contact to be the same as the patient's.

Financial Family

Patient Register or Account > Insurance tab

Financial Families in OP link patients together for the purpose of transferring credits between patients and for family billing purposes such as receiving family statements. A financial family is linked via the Guarantor field in a patient's Insurance record. The Guarantor indicates who is financially responsible for settling all balances owed by the family. All patients who share the same financial Guarantor will be linked as a Financial Family. There may be situations (such as custody or foster care) where siblings may have different financial guarantors and should not be linked here.

Note: In order to select the Guarantor from the dropdown (as displayed in the image above) the Guarantor must first be added as a Contact to the patient's Register record.

Genetic Family

Patient Register > Contacts

Genetic Families in OP link patients together for the purpose of easily documenting the patient's Family History. In the patient register, once a user selects Mother or Father in the Role/Reason field for a contact, the following warning box will appear:

Users should:

  • Click Yes if the contact is the genetic parent.
  • Click No if the contact is not the genetic parent.
  • Click the to close the warning  box if genetic relation is unknown.
Note: You can only indicate genetic Mother/Father from this tab one time. If the selection needs to be changed, it must be done from the patient’s chart in the Family History tab.

The confirmed genetic parents will appear in the Family History tab of the patient chart along with a dropdown of linked patients to whom the Family History can be copied.

Where links are seen in OP?

Since the phone number no longer links patients together, all patients must be updated to indicate their Social, Financial, and Genetic families. As long as that information is up to date, the patient’s family will accurately display in the following areas:

  • Family button in Patient Finder window.
  • Family displayed on the Overview of the Patient Chart.
  • Copy from sibling on Social history.
  • Copy from sibling on Family History.
  • Change family addresses from Register.
  • Family tasks mode on Patient Account Form.
  • Family mode on Lookup Consent Forms.