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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Clinical: Start a Well Visit

Version 14.19

Overview

In this section you will  opening a Well Visit from the Tracking Schedule window.

  1. Click the Schedule button.
  2. Select the Tracking radio button.
Note: 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.
  1. Select the Name of the patient you will be seeing. Once you click the name, the line is highlighted in blue.
  2. Select a Visit Status and Room from the drop-down menus. 

Note: Room Names and Visit Stages are customized for each pediatric practice.

  1. Right-click the highlighted line. A dialogue box is displayed.
  2. Select Open Well Visit.


Note:

Well Visit: Used only when a patient is coming in for a preventive/well visit.
Encounter Visit: Used for any other visit such as sick visits, weight checks, shots only visits, allergy shots, follow up visits, etc.

Version 14.10
Path: Smart Toolbar > Schedule button (F7)

Overview

In this section you will find the steps for opening a Well Visit from the Tracking Window

  • You 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 the Tracking tab.
Note: 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 (#5), Jessica Test has been checked out; Raphael Test is done seeing the doctor in the 'Safari Room'; Henry Test is in with the nurse.
  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. Select a Visit Status and Room from the drop-down menu. 

Note: Room Names and Visit Stages are customized for each pediatric practice.

Schedule and Practice Workflow: Tracking Screen

  1. Right-click the highlighted line. A dialogue box is displayed.
  2. Select Open Well visit.

Schedule and Practice Workflow: Tracking Screen


Note:

Well Visit: Used only when a patient is coming in for a preventive/well visit.
Encounter Visit: Used for any other visit such as sick visits, weight checks, shots only visits, allergy shots, follow up visits, etc.