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
Tip: Java must be enabled in order to use the search and sort capability. To quickly find the video you want in this table:
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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 Sessions | This 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 | 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 2mL | Quick 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 |
| eFax: Overview - Quick Tip | This OP Quick Tip video shows you a basic overview of eFax in OP. | Quick Tip - All Roles |
| eFax: Setup - Quick Tip | This OP Quick Tip video shows you a basic overview of eFax setup in OP. | Quick Tip - All Roles |
