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We are currently updating the OP Help Center content for OP 20. We appreciate your patience as we continue to make these updates. To locate the version of your software, navigate to: Help tab > About.

What Documents can be sent to the Patient Portal?

From OP, you may send Documents to the Patient Portal for the parent/guardian/patient to view. When sending a Document to the Patient Portal, you will select the Share to Portal checkbox and if necessary, enter an expiration date.

Documents shared to the Patient Portal may not be immediately available and can take up to 30 minutes to be displayed in the portal and for a message to be received by the parent.

Below is a list of the areas, within OP, you may select and send a Document.

  • Document Management
  • Medical Records
  • School / Camp Reports (Standard and End User)
  • Diagnostic Test Requisition Form
  • Asthma Action Plan
  • General Letter
  • Patient Statement

ImportantImported Documents can be shared to the portal from Document Management. In order for these Documents to successfully make it to the portal, the File Extension and File Type fields must be populated. These fields automatically populate when importing a PDF but must be manually populated when working with a JPG, TIF etc.