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.

View Outstanding Tasks

Version 14.19
Path: Clinical tab > Schedule button
Path: Practice Management tab > Schedule button
Path: Billing tab > Schedule button

Overview

This page will instruct you on how to view and complete outstanding tasks.

Viewing and Completing Tasks from Calendar

  1. Click the Calendar radio button.
  2. Select a patient on the calendar.
  3. Tasks display in the bottom right panel.
If tasks do not display, confirm the show checkbox is selected. In addition, you may show tasks for departments assigned to your user profile by selecting the Mine radio button or any department selecting the All radio button.

  1. Double-click a task to complete the process.
  2. The tasks will update and remove the task from the list. 

Viewing and Completing Tasks from Tracking

  1. Click the Tracking radio button.
  2. Click the Task button in the Tasks column.

  1. The Task Window opens.

  1. Double-click a task to complete the process.
  2. The tasks will update and remove the task from the Task Window.
Version 14.10
Path: Smart Toolbar > Schedule button

Overview

This page will instruct you on how to view and complete outstanding tasks.

Viewing and Completing Tasks from Calendar

  1. Left click on the appointment to view the patient's task.
  2. At the bottom right hand of the screen, all tasks for the patient will be visible. This example will only focus on Front Desk tasks.

  1. Double-click on the tasks to complete it. If you are scheduling an appointment you will not double-click on the task, instead you will go to the available date and when you double-click to make the appointment you will get a popup box asking if you want to schedule the task.  
  2. Select Yes.
  3. The outstanding tasks will update and remove from the Task list.

Viewing and Completing Tasks from Tracking

  1. Click on the Tracking tab .
  2. In the Check List Column, click on the Task button  for the patient. The Red number, indicates how many tasks are outstanding for the selected patient.

  1. The Checklist window will open.

  1. Double-click on the task to select it. This will redirect the user to the location where the task is to be completed. Once the task is finished, it will remove from the task list of the specified patient.