Videos

About

This page lists the videos available on the OP Help Center. These videos can be used to supplement the help articles available, but are not meant to comprehensively cover all topics. For more information on our interactive eLearning training option, with full training curricula for each role, see the OP Training Solutions page.

OP's Video Library

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Video Title
Description
Category
This video shows you how to get started with OP, including logging in, reviewing what is on the ribbon (Smart Toolbar), and reviewing the Main Navigation Panel.
All Roles
This video show you how to collapse and expand the ribbon (Smart Toolbar), view the Schedule, use the Patient Finder to search for patients, and set your window preferences.
All Roles
This video shows you how to collapse groups, move groups, organize buttons, and save your preferences in the Patient Chart Navigation Panel.All Roles
This video shows you how to personalize the Encounter Navigation Panel, set the Encounter to always open on a specific button, hide buttons, show hidden buttons, and save your changes/preferences.
All Roles
This video shows you how to set up and use the tabbed interface and use Multi-Patient Mode to view multiple windows horizontally and view multiple patient charts at one time.
All Roles
This video shows you how to minimize the Main Navigation Panel (Smart Toolbar), organize the ribbon tabs, and organize the buttons within groups.All Roles
How to Log Out of All SessionsThis Quick Tip video shows you how to log out of all sessions in OP (log out completely).Quick Tip - All Roles
Advanced Workflow Rules Engine (OP AWARE): Edit Rule
This video shows how to create an OP AWARE Edit Rule to add a modifier to one CPT Code when it occurs on the same superbill as another CPT Code.
Billling
This video shows how to create an OP AWARE Rule to add a modifier to one CPT Code, and add an additional CPT Code with its own set of modifiers.
Billing
This video shows how to create an OP AWARE Remove Rule to remove a CPT Code when it occurs on superbills for a specific Payer.
Billing
This video shows how to create an OP AWARE Split Rule to split one superbill's charges into two separate claims, for two separate responsible parties, and Insurance Payer and SP.Billing
This video explains how to set up a fee schedule.
Billing
This video explain how to set up insurance contracts in OP. 
Billing
This OP Quick Tip video explains the Superbill badge counts.
Quick Tip - Billing
This OP Quick Tip video shows you the basics of how to edit and resubmit a claim after it has been rejected by your clearinghouse.

Quick Tip - Billing


This OP Quick Tip video shows you the basics of how to edit and resubmit a claim after it has been rejected by the payer.
Quick Tip - Billing
This OP Quick Tip video shows you the basics of how to edit and resubmit a claim after it has been rejected by your clearinghouse for the Referring Provider.
Quick Tip - Billing
InstaMed Clearinghouse
This video explains an overview of InstaMed Clearinghouse.
Billing
Process Payments with InstaMed
This video explain how to process payments with InstaMed software in OP.
Billing
How to Correct a Claim - Quick Tip
This OP Quick Tip video explains How to Correct a Claim.
Quick Tip - Billing
How to Recreate a Claim - Quick Tip
This OP Quick Tip video explains How to Recreate a Claim.
Quick Tip - Billing
How to Print Past Receipts - Quick Tip
This OP Quick Tip video explains How to Print Past Receipts.
 Quick Tip - Billing
How to Print Past Statements - Quick Tip
This OP Quick Tip video explains How to Print Past Statements.
Quick Tip - Billing
Care Plans Overview - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans Overview.
 Quick Tip - Provider/Nurse
Care Plans Test Not Completed - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans Test Not Completed.
Quick Tip - Provider/Nurse
Care Plans Troubleshooting - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans Troubleshooting.
Quick Tip - Provider/Nurse
Care Plans Building Triggers and Conditions - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans, Building Triggers and Conditions.
Quick Tip - Provider/Nurse
Care Plans Actions - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans Actions.
Quick Tip - Provider/Nurse
Care Plans Item Definition Does Not Match - Quick Tip
This OP Quick Tip video shows you what to do if the care plan item definition does not match.
Quick Tip - Provider/Nurse
Care Plans Items - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans Items.
Quick Tip - Provider/Nurse
Care Plans CQM Lists - Quick Tip
This OP Quick Tip video shows you the basics of Care Plans CQM Lists.
Quick Tip - Provider/Nurse
Carequality Overview - Quick Tip
This OP Quick Tip video shows you the basics the Carequality feature.
Quick Tip - Provider/Nurse
Carequality Permissions - Quick Tip
This OP Quick Tip video shows you permissions needed to use Carequality.
Quick Tip - Provider/Nurse
Carequality Document Requests - Quick Tip
This OP Quick Tip video shows you the basics of Carequality Document Requests.
Quick Tip - Provider/Nurse
Carequality Outbound Pt Info - Quick Tip 
This OP Quick Tip video shows you about outbound patient info in Carequality.
Quick Tip - Provider/Nurse
Carequality Privacy - Quick Tip
This OP Quick Tip video shows you the change the Carequality privacy level for a patient.
Quick Tip - Provider/Nurse
Time vs. MDM: A Workflow Comparison Video
In this video, Clinical Product Director, BJ Bloom, compares coding several visits while explaining how Time and MDM are calculated.
Provider/Nurse
Medical Decision Making: A Deeper Dive into the 2021 Office Visit E/M Coding Changes
This video explores the three elements of Medical Decision Making in depth.
Provider/Nurse
Medical Decision Making: Looking at Visit Levels Video
This video provides a closer look at the visit levels associated with Medical Decision Making in preparation for the 2021 Office Visit E/M Coding and Documentation changes.
Provider/Nurse
A Closer Look at Time in OP Video
This video provides a closer look at how Time is tracked in OP to support the 2021 Office Visit E/M Coding and Documentation Changes.
Provider/Nurse
Webinar Recording & Resources: 2021 Office Visit E/M Coding Changes: Case Scenarios for Pediatric Practices
 This webinar recording presents several case-based scenarios allowing you to test your coding skills.
Provider/Nurse
Webinar Recording & Resources: E/M Coding & Documentation Changes | What We've Learned
This webinar reviews what we've learned about the 2021 E/M Coding & Documentation changes.
Provider/Nurse
OP Claim Scrubber Overview Video
This video provides an overview of the OP Claim Scrubber.
Billing
OP Integrated Claim Scrubber Introduction - Quick Tip
This OP Quick Tip video shows you an overview of the OP Integrated Claim Scrubber.
Quick Tip -Billing
OP Integrated Claim Scrubber Setup - Quick Tip
This OP Quick Tip video shows set up the OP Integrated Claim Scrubber.
Quick Tip -Billing
OP Integrated Claim Scrubber Claims in Review Tab - Quick Tip
This OP Quick Tip video shows you an overview of the Claims in Review tab.
Quick Tip -Billing
OP Integrated Claim Scrubber Status History - Quick Tip
This OP Quick Tip video shows you an overview of the Claim Status Histories associated with the OP Integrated Claim Scrubber.
Quick Tip -Billing
Scanning Signatures To New Providers - Quick Tip
This OP Quick Tip video shows you the basics of how to scan signatures to new providers in OP.
Quick Tip - Front Desk
Linking Signatures To New Providers - Quick Tip
This OP Quick Tip video shows you the basics of how to link signatures to new providers in OP.
Quick Tip - Front Desk
eFax Virtual Learning Event
This article contains a recording of the eFax Virtual Learning Event, presented on 5/4/2022, and access to the presentation slide deck and Q&A resources.
Front Desk
eFax: Sending Faxes from OP (Outbound)
Learn how the fax cover sheet is populated, how to start eFax messages from several different areas in OP, how to complete the Message window, and where to view eFax statuses.
Front Desk 
eLabs: Creating Requisitions
This collection of 3 scenario-based videos demonstrates workflows for creating Lab Requisitions when using eLabs.
 Provider/Nurse
eLabs: Matching Lab Results
Learn how to match unmatched eLabs results to requisitions in OP.
Provider/Nurse
eLabs: Site Enrollment Form
Learn how to to create a site enrollment form in OP eLabs.
Provider/Nurse
eLabs Overview - Quick Tip
This OP Quick Tip video shows you an overview of eLabs.
Quick Tip - Provider/Nurse
eLabs Completing the Form - Quick Tip
This OP Quick Tip video shows you how to complete the form for eLabs.
Quick Tip - Provider/Nurse
eLabs Searching for Tests
This OP Quick Tip video shows you how to search for tests in eLabs.
Quick Tip - Provider/Nurse
eLabs ending the Orders - Quick Tip
This OP Quick Tip video shows you how to send orders in eLabs.
Quick Tip - Provider/Nurse
eLabs Checking Order Status - Quick Tip
This OP Quick Tip video shows you how to check order status in eLabs.
Quick Tip - Provider/Nurse
eLabs Viewing Results - Quick Tip
This OP Quick Tip video shows you how to view eLab results in Office Practicum.
Quick Tip - Provider/Nurse
eLabs Unmatched Results Tab - Quick Tip
This OP Quick Tip video shows you what to do with an unmatched results tab.
Quick Tip - Provider/Nurse
Prescribing Controlled Substances with PDMP
This Video shows you how to prescribe controlled substances with PDMP.
 Provider/Nurse
How to Validate NDCs for Prescriptions - Quick Tip
This OP Quick Tip video shows you the basics of how to validate NDCs for prescriptions in OP.
Quick Tip - Provider/Nurse
How to Update Pharmacy Favorites - Quick Tip
This OP Quick Tip video shows you the basics of how to update Pharmacy Favorites in OP.
Quick Tip - Provider/Nurse
How to Update and Maintain Medication Favorites - Quick Tip
This OP Quick Tip video shows you the basics of how to update and maintain Medication Favorites in OP.
Quick Tip - Provider/Nurse
Webinar Recording & Slides: Critical Updates for eRX
View the webinar recording and slide deck of Critical Updates for eRx.
Provider/Nurse
eRx Changes to Support New Script Standards and New Features/Functionality
Learn the eRx workflows that support the new Script Standards and new features/functionality.
 Provider/Nurse
Vaccine Barcoding Strategies and Training
The video will instruct on how to enter vaccine inventory and administer vaccines using a barcode scanner.
 Provider/Nurse
Refuse Vaccine: Charting Workflow
Learn the OP workflow to follow when a patient refused a vaccine.
 Provider/Nurse
Refuse Vaccine: Complete List
How to document that a patient refused a vaccine using the complete list feature in OP.  Provider/Nurse
Edit Vaccine from Complete List
This video shows you how to enter a complete vaccine list in Office Practicum.
 Provider/Nurse
Enter Historic Vaccine (New) from Complete List
This video shows you how to enter vaccine history from a complete list in Office Practicum. Provider/Nurse
Document an Immunity Video
Learn how to document an immunity in Office Practicum.
 Provider/Nurse
Document an Adverse Reaction Video
Learn how to document an adverse reaction to a vaccine in Office Practicum.Provider/Nurse
Practice Admin: Log In and Activate your Account
This video shows you how to log in to office practicum and activate your user or office account.Administrator
Practice Admin: Add Roles
This video shows you how to add specified roles for your practice in OP.
Administrator
Practice Admin: Add Staff Members
This video shows you how to add new or existing staff members to your offices' OP account.
Administrator
Practice Admin: Event Settings
This video shows you how to log in to office practicum and activate your user or office account.
Administrator
OP Practice Portal: Configure Medical Record Requests
Learn how to configure the Allow Medical Record Request feature in the Practice Portal.
Administrator
Add, Modify, or Remove Proxy Access to a Patient's Portal Account
A Proxy is a person who is authorized to view a medical record. A Proxy can have access to the medical record indefinitely or expire by a specified date. A Proxy may be assigned, for example, in cases of child welfare.
Administrator
OP Patient Portal Parent Expirience: Patient Portal Navigation Video (English)
This video introduces parents to the OP Patient Portal, powered by InteliChart. Instructions for sharing this video with parents are included.
All Roles
OP Patient Portal Parent Expirience: Patient Portal Navigation Video (Spanish)
This video introduces parents to the new OP Patient Portal, powered by InteliChart, in Spanish. Instructions for sharing this video with parents are included.
All Roles
This Quick Reference Guide walks parents/guardians through the steps to take to complete registration for the OP Patient Portal with a PIN. It also includes tips on navigating the portal.
All Roles
Portal: Associated Users in Portal - Quick Tip
This OP Quick Tip video shows you the basics of associated users in the OP Patient Portal.
Quick Tip - Administrator
Portal: Sign Up as Patient in Portal - Quick Tip
This OP Quick Tip video shows you how to sign up as a patient in the OP Patient Portal.
Quick Tip - All Roles
Portal: Portal Message Groups - Quick Tip
This OP Quick Tip video shows you the basics Portal Message Groups.
Quick Tip -Administrator

Portal: Portal Document Sharing Print Preview - Quick Tip
This OP Quick Tip video shows you the basics of Portal Document Sharing Print Preview.
Quick Tip -Administrator
PMX+ Automated Messages Overview - Quick Tip
This OP Quick Tip video shows you an overview of the PMX+ Automated Messages feature.
Quick Tip - Front Desk

PMX+ Automated Messages Setup and Configuration - Quick Tip
This OP Quick Tip video shows basic setup and configuration of PMX+ Automated Messages feature.
Quick Tip - Front Desk

PMX+ Automated Messages Parent/Patient Experience - Quick Tip
This OP Quick Tip video shows you an overview of the PMX+ Automated Messages parent/patient experience.
Quick Tip - Front Desk
Demographic Analysis and Recall: Create a Patient Demographics List
Learn how to create a Patient Demographics List - this must be run prior to continuing on to run the Clinical Recall, Care Plan Recall, and the Vaccine Status Recall reports.
All Roles
Demographic Analysis and Recall: Run a Clinical Recall Report
Learn how to run a Clinical Recall Report to recall patients by Problem, Medication Allergy, Medication, or Labs.
All Roles
Demographic Analysis and Recall: Run a Care Plan Recall Report
Learn how to run a Care Plan Recall Report to recall patients due for items associated with one or more Care Plans.
All Roles
Demographic Analysis and Recall: Run a Vaccine Status Recall Report
Learn how to run the Vaccine Status Recall Report to recall patients who are due, behind, or due in the future for a specific vaccine or all vaccines.
All Roles
Demographic Analysis and Recall: Run a Vaccines Given Report
Learn how to run the Vaccines Given Report based on a vaccination date range and Lot designation for vaccines given.
All Roles
Demographic Analysis and Recall (DAR) Send Messages for Recall
Learn how to send messages after running a recall report using the Demographic Analysis/Recall reports.
All Roles
How to Run Recall Reports - Quick Tip
This OP Quick Tip video shows you the basics of how to run recall reports in OP.
Quick Tip - All Roles
Adding New Staff Members in OP - Quick Tip
This OP Quick Tip video shows you the basics of how to add new staff members in OP.
Quick Tip - Administrator
Duplicate Existing User as New User - Quick Tip
This OP Quick Tip video shows you the basics of how to duplicate an existing user to use to add a new user in OP.
Quick Tip - Administrator
Applying Schedule Templates: Overview - Quick Tip
This OP Quick Tip video shows you an overview of applying schedule templates in OP.
Quick Tip - Front Desk
Applying Schedule Templates: Apply To/ Reapply To - Quick Tip
This OP Quick Tip video shows you the basics of applying schedule templates in OP.
Quick Tip - Front Desk
Applying Schedule Templates: Leap Year - Quick Tip
This OP Quick Tip video shows you how to apply leap year schedule templates in OP.
Quick Tip - Front Desk
Appointment Move-Up Option
Learn how to use the appointment move-up option and access the Patient Rescheduling List.
Front Desk
Webinar Recording: Mental Health Monitor
This article contains a recording of the Mental Health Monitor Webinar, presented on 12/9/22, and access to the presentation slide deck.
All Roles
Navigating Financial Analytics in OP
Learn how to navigate OP Financial Analytics and drill down through report levels.
Billing
Delete Old Reports - Quick Tip
This OP Quick Tip video shows you how to delete old reports.
Quick Tip - Administrator
Task Management - Quick Tip
This OP Quick Tip video shows you the basics of how to manage tasks.
Quick Tip - All Roles
Telehealth Workflow for Charting and Billing
This short video highlights the workflow for charting and billing Telehealth encounters in OP.
Provider/Nurse
Anytime Pediatrics Telehealth Integration Video
Watch to see how Anytime Pediatrics is integrated with OP.
All Roles
Risk Groups: Overview - Quick Tip
This OP Quick Tip video shows you a basic overview of risk groups in OP.
Quick Tip - Administrator
Risk Groups: Adding a Group - Quick Tip

This OP Quick Tip video shows you the basics of how to add risk groups in OP.

Quick Tip - Administrator
Alerts Overview - Quick Tip (Feature Coming Soon!)
This OP Quick Tip video shows you an overview of the upcoming Alerts feature in OP.
Quick Tip - All Roles
Alerts Permissions - Quick Tip (Feature Coming Soon!)
This OP Quick Tip video shows you an overview of the permissions for the upcoming Alerts feature in OP.
Quick Tip - All Roles
Prescription Writer Pharmacy Selection - Quick Tip

This OP Quick Tip video shows you how to select a pharmacy in the prescription writer.

Quick Tip - Provider/Nurse
Prescription Writer Type Ahead - Quick Tip
This OP Quick Tip video shows you how to use the RxWriter Type Ahead feature.
Quick Tip - Nurse/Provider
SQL Query Overview - Quick Tip
This OP Quick Tip video shows you an SQL Query Overview.
Quick Tip - All Roles
SQL Building - Quick Tip
This OP Quick Tip video shows you how to build an SQL.
Quick Tip - All Roles
Import SQL Statements - Quick Tip
This OP Quick Tip video shows you how to import SQL statements from the OP Help Center.
Quick Tip - All Roles
CHADIS Surveys Setup - Quick Tip

This OP Quick Tip video shows you how to set up CHADIS surveys in Office Practicum.

Quick Tip - Nurse/Provider
Ordering CHADIS Surveys - Quick Tip

This OP Quick Tip video shows you how to order CHADIS surveys in Office Practicum.

Quick Tip - Nurse/Provider
Beyfortus 2mL Administration - Quick Tip
This OP Quick Tip video shows you how to administer Beyfortus 2mLQuick Tip - Nurse/Provider
DB Viewer - Exporting Data From the Cloud - Quick Tip
This OP Quick Tip video shows you how to export data from the cloud (Database Viewer).
Quick Tip - Admin