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- Acquisition Announcement
- OP is "All In"
- New Help Center Articles
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- Office Practicum Release Updates November 2022 (OP 20.17.28 and OP 20.18.3)
- Office Practicum Release Updates October 2022 (OP 20.17.20 - OP 20.17.27)
- Office Practicum Release Updates September 2022 (OP 20.17.17 - OP 20.17.18)
- Office Practicum Release Updates August 2022 (OP 20.17.12)
- Office Practicum Release Updates July 2022 (OP 20.16.23 & 20.17.6)
- Office Practicum Release Updates June 2022 (OP 20.16.14, OP 20.16.21, OP 20.16.22)
- Office Practicum Release Updates May 2022 (OP 20.16.12)
- Office Practicum Release Updates March 2022 (OP 20.15.13 - 20.16.4)
- Office Practicum Release Updates February 2022 (OP 20.15.11 & 20.15.12)
- Office Practicum Release Updates January 2022 (OP 20.15.9 - 20.15.10)
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- Converting from Paper Charts to Electronic Charts
- Keyboard Shortcuts in OP
- Menu Navigation
- Search for a Patient
- Focused Patient OP Behavior
- Access a Sibling's Chart
- Privacy Constraints (Visibility Settings)
- Sorting Lists
- Output Options
- Grouping Data
- Adjusting Column Width
- Adding, Removing, or Reordering Columns
- Filtering Data
- Saving and Clearing Saved Preferences
- Spell Check in OP
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- Enable and Customize the Patient Banner
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- Billing Groups for Advanced Workflow Rules Engine (OP AWARE)
- Advanced Workflow Rules Engine (OP AWARE) Overview
- Advanced Workflow Rules Engine (OP AWARE) Triggers
- Advanced Workflow Rules Engine (OP AWARE) Actions
- Advanced Workflow Rules Engine (OP AWARE): Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Add + Edit Rule
- Advanced Workflow Rules Engine (OP AWARE): Remove Rule
- Advanced Workflow Rules Engine (OP AWARE): Split Rule
- Choosing a Clearinghouse
- Customizing the OP Superbill
- The $ED Record
- Tax ID Setup
- Group NPI Setup
- Set Superbill Stage Defaults
- Statement Preferences Checklist
- Billing Preferences Crosswalk
- 20.3.0 Billing Preference Highlights and Action Items
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- Viewing the Billing Status on the Schedule
- View Superbill Stage from Tracking Schedule
- Posting Electronic Superbill Charges
- Charge Posting Options
- Manually Entering a Claim
- Manually Enter a Superbill
- Edit or Void Current Charges
- Enter Hospital Charges
- Adding Other Items to Claims
- Verify All Appointments Have Charges Posted
- Reviewing Open Superbills
- Review Current Claims
- Send Claims to the Transmit Queue
- Batch Print CMS-1500 Forms
- Reconcile Monies Received on a Daily Basis - Front Desk
- Close Out Daily Activity - Running a Daysheet
- Posting Self Pay Charges and Patient Adjustments
- Applying Copayments While Posting Charges
- Unposting Superbills
- National Drug Code (NDC) Claims Filing Tips
- Billing Vaccines to TRICARE
- CMS-1500 Details
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- Manually Entering Charges from a Paper Superbill
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- Enabling OP Insights
- OP Insights: Billing Performance Tab
- OP Insights: Encounter Note Status (Sick and Well)
- OP Insights: Superbills
- OP Insights: Claim Status (Most Recent 90 Days)
- OP Insights: Claim Turnaround Metrics
- OP Insights: Patient Credits
- OP Insights: Patient Statements
- OP Insights: AR Aging
- OP Insights: Last 10 Days where Daysheets Processed
- OP Insights: AR Summary Tab
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- Post a Payment to a Patient's Claim
- Memorize a Check Number for Reuse while Posting EOB
- Entering an Insurance Payment from the Patient Account
- Entering an Insurance Payment from Bulk Payments
- Posting an Insurance Credit Card Payment
- Transferring a Full or Partial Balance to a Patient
- Billing Secondary Claims
- Adjusting a Patient or an Insurance Balance
- Processing an Insurance Retraction, Takeback, or Recoupment
- Entering an Overpayment
- Balancing an EOB that has been Posted
- Post a Returned Check
- Billing Tertiary Claims
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- Managing HIPAA Code Tables
- Default Adjudication Match Status
- Adding Adjustment Codes used in Office
- Fetch and Process ERA Files
- Purpose of Using Force Pay Date
- Categorization of Adjudications
- Post ERA Payments
- Process Adjudications on the Unmatched Tab
- Editing Standard Adjudications when Posting ERA Files
- Processing a Primary Adjudication for Submission to a Secondary Payer on File
- Process an Adjudication from a Secondary Payer or an HSA Account
- Add a Miscellaneous CPT, eg. Interest, for the Purpose of Posting a Payment
- Processing e-Bill Adjudications for Interest Payments
- Processing Reverse Adjudications Assigned to the E-bill Provider Adjustment Account
- Process a Retraction or Offset for the Purpose of Issuing a Refund
- Manually Add a Credit for an Overpayment
- Balance all Payments on an ERA, EFT or ACH
- Indicate ERA Payment Funds Were Received
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- Process Claim Acknowledgements
- Accounts Receivable Navigation
- The Different Claim Stages
- Working A/R
- Make a Claim Note
- Create and Work Billing Tasks
- Correcting Claims
- Change Insurance on Individual Transactions (Daysheeted Claims)
- Send Claims Back to the Transmittal Queue
- Void a Claim
- Print Proof of Timely Filing
- Patient Statement Setup
- Generate a Statement from the Patient Chart
- Pull a Patient Credit Report
- Apply Patient Credits
- Transfer Credits Between Siblings
- Print Statements for Patients on the Schedule
- Move a Patient Balance Back to Insurance
- Create Batch Statements
- Print or Send Statement Files from the Statement Queue
- Identify When (or If) a Statement was Printed or Sent
- Fields You Can Customize
- Customizing Your Statements
- View Previously Sent Statements/Statement Files
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- 2022 Place of Service and Modifier Updates
- Creating A Customized Good Faith Estimate (GFE) Form in Office Practicum New
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- Approaching Care Plans
- Checklist for Activating Care Plans
- Care Plan Enrollment
- Overview Definition, Triggers, and Actions
- Purpose and Patient Goal Statement
- Activate, Enroll, and Privacy
- Bibliographic Citation
- Adding and Editing Triggers
- Grouping Rules and Actions
- Trigger Conditions Definitions
- Adding and Editing Actions
- Creating Care Plans
- Care Plan Item: Add, Edit, Delete
- Care Plan Item: Recall Schedule
- Care Plan Item Types
- Share Care Plans
- Care Plan Troubleshooting
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- View Prior Notes While Charting a Visit
- Start a Patient Visit
- Enter Vital Signs and Growth Measurements
- Encounter: Document Chief Complaint, History of Present Illness, and Review of Systems
- Well Visit: Document Interval History and Review of Systems (ROS)
- Layer Templates
- Enter a Patient's History
- Print History
- Enter a Patient's Allergies and Reactions
- Medication Add and Review
- Complete a Patient's Risk Assessment
- Well Visit: Document Developmental Milestones
- Asthma Action Plan Wizard
- Document the Physical Exam
- Chart an Encounter with a Well Visit
- Well Visit: Document Anticipatory Guidance (AG) and Counseling
- Manage the Order Worksheet
- Medications Administered in the Office
- Save a Template When Charting
- Flag a Note as Incomplete
- Well Visit: Code and Finalize the Visit Note
- Encounter: Code and Finalize the Visit Note
- Add and View Visit Note Addenda
- Invalidate (Delete) a Finalized Encounter or Well Visit Note (Providers Only)
- Print or Send a Patient Exit Note to the Portal
- Nurse Only Visits
- Finalize Open Visit Notes from the Navigation Panel (Clinical Work)
- Cosign a Note (Mid-Level and Provider Workflows)
- The Importance of Finalizing Notes in a Timely Fashion
- How Charges Get to the Superbill
- Adding and Sorting DX Codes for Claims
- Apply a Placeholder Template to a Visit Note (Split Go-Live)
- Color Coding for Review of Systems
- Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
- Review and Share Documents from a Visit Note
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- Manage Document Types and Categories
- Document Management Item Types and Reference
- Scanning Insurance Cards
- Scan and Label a New Document
- Split a .TIFF File That Contains Pages For Multiple Patients
- Edit or Delete a Scanned Item
- Capturing and Scanning Photo IDs
- Scan and Save a Document to the Non-Patient Directory
- Review Documents Received for Review
- Link a Scan to Labs
- Linking a Scan to Referrals
- Importing PDF Files
- Linking a Signature to a Provider
- Adding Handouts Saved on Computer
- Sign or Annotate a Document
- Send a Document to Another Staff Member/Provider to Review
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- Meaningful Use (MU) Listserv Communications and Ground Rules
- Quick Reference: Meaningful Use FAQ
- Meaningful Use (MU) Objective 2: ePrescribing
- Meaningful Use (MU) Objective 4: Computerized Physician Order Entry (CPOE)
- Meaningful Use (MU) Objective 7: Health Information Exchange
- Using the CQMSolution Portal for eCQMs
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- Medication Favorites and Validating NDCs
- How can I manage the Medication List?
- Manage Pharmacy Favorites
- Adding a Medication to the Favorites List
- Delete a Medication from the Favorites List
- Edit a Medication in the Favorites List
- Why OP Will Block a Medication Favorite From Being Sent
- Inactivate/Reactivate Pharmacy Records
- Understanding Pharmacy Favorites + Address Book Relationship
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- Survey Downloads Updated
- Changing Questions on a Survey
- Creating New Surveys
- Creating Answers
- Creating a Scored Survey
- Sharing Surveys
- Importing Surveys
- Copying Multiple Choice Answers to Subsequent Questions In A Survey
- Creating List or Multiple Choice Q&A
- Creating a Score Alert
- Creating Boolean Questions & Answers
- Creating Integer and Numeric Questions & Answers
- Modifying an Existing Survey
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- Vaccine Body Sites and Admin Routes
- Archive VIS Sheets
- Vaccine Name vs Brand Name
- Editing Vaccine Products
- Changing the Inventory Name in OP
- Adding New Vaccine Inventory
- Distinguishing Between Multiple Brand Names in the Vaccine Inventory
- Entering a Multi-Dose Vial
- Active vs Inactive Lots
- Retiring Lots
- Grid Report: Reconciling Your Inventory
- Lot Number Report
- Add, Edit Vital Sign Measurements
- Accessing Resources
- EPCS Setup
- Using Risk Groups
- Add, Edit, or Retire Encounter Questions
- Add, Edit Developmental Milestones
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- eLabs: Creating Requisitions
- eLabs: Matching Lab Results
- eLabs: Site Enrollment Form
- eLabs: The Life Cycle of Orders and Results
- eLabs: Unlinking Imported eLabs Results
- eLabs: Electronic Results Timeline
- eLabs: Reconciling Lab Requisitions
- eLabs: Change Healthcare Lab Network List
- eLabs: Print a Lab Requisition or Label
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- Webinar Recording & Slides: Critical Updates for eRx (Presented 6/24/2021)
- eRx Changes to Support New Script Standards and New Features/Functionality
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- Importing Medication History
- Prescription Rules
- Writing Prescriptions: Writing an e-Prescription
- Writing Prescriptions: Entering a Reference Prescription
- Writing Prescriptions: Writing a Free-Text Prescription
- Writing Prescriptions: Office Vended or Sample
- Writing Prescriptions: Writing an Order (Non-med) Prescription
- Printing Prescriptions
- Prescribing as a Proxy or Provider Agent
- Cancel an Electronic Prescription
- Refilling a Prescription
- How to Use the e-Prescribing (e-Rx) Center
- Change Request Generic Substitution
- Change Request Prior Authorization
- Change Request Therapeutic Interchange
- Change Request Out of Stock
- Change Request Drug Use Evaluation
- Change Request Script Clarification
- Change Request Prescriber Authorization
- Using the Liquid Dose Calculator
- NCPDP Medication Unit Changes and Crosswalk
- Pharmacy Benefits Eligibility Checking
- Specifying a Generic Medication
- Renewal Requests
- Add a Compound Medication
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- EPCS Rules and Requirements
- EPCS Identity-Proofing Procedures
- EPCS Medication Schedules
- EPCS
- EPCS Medications
- Prescribing with EPCS
- Prescribing Narcotics
- Edit or Refill a Controlled Substance
- Printing a Controlled Substance
- Prescription Drug Monitoring Program (PDMP)
- Prescription Monitoring Program (PMP)
- Editing Prescriptions
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- COVID-19 Vaccines
- Measles Outbreaks, Early MMR: Implications for VacLogic+
- MenB Name Changes
- Enter Historical Vaccines and Vaccines Given, BEFORE Using the Vaccine Inventory
- Order an Immunization
- Documenting a Wasted Vaccine Dose
- Administer Vaccines
- Enter a Documented Immunity
- View and Print Patient's Vaccine Record
- Correcting Vaccines
- Payback Vaccines
- Borrowing Vaccines
- Documenting Synagis
- Patient Consent
- Move or Share Vaccine Inventory
- Electronic Vaccine Consent Form
- Vaccine Resource Links
- MenB-FHbp Vaccine Recommendation
- Administering a Double Dose of a Vaccine
- Immunization Enhancements 14.19.6
- Charting: Defer a Vaccine
- Charting: Refuse a Vaccine
- Immunizations: Complete List - Refuse
- Immunizations: Complete List - New
- Immunizations: Complete List - Edit
- Immunizations: Complete List - Defer
- Immunizations: Complete List - Adverse Reaction
- Selecting Immunization Administration
- Vaccine Indicators
- Kinrix and Quadracel Vaccine Dosing
- Td or Tdap Vaccine Dosing
- Add or Modify VIS Sheet: Non-Barcode
- Age and Dosage Warning Messages for DTaP+IPV
- PPSV23: Pneumococcal Vaccine Forecasting in OP
- Add a Vaccine to the Vaccine Codes Table
- Administer Vaccines to Non-Patients
- Move Vaccine Inventory: Manual Product Administration
- Add GTIN and NDC Numbers to a Vaccine Product
- New and Updated Vaccines (Non-COVID)
- Bi-directional Immunization Information System (IIS): Benefits and Workflow
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- Office Practicum Meaningful Use: CHPL ID/EHR Certification ID
- Promoting Interoperability (MU Stage 3) Learning Resource
- Overview: Participation in the EHR Incentive Program
- Introduction to Determining Medicaid Volume using the OP Software (Promoting Interoperability: Stage 3)
- Objective 1: Protect Patient Health Information
- Objective 2: Electronic Prescribing
- Objective 3: Clinical Decision Support
- Objective 4: Computerized Provider Order Entry (CPOE)
- Objective 5: Patient Electronic Access to Health Information
- Objective 6: Coordination of Care Through Patient Engagement
- Objective 7: Health Information Exchange
- Objective 8: Public Health and Clinical Data Registry Reporting
- QIC Reporting CEHRT 2015
- Implications of Changing QIC Reports
- Export Meaningful Use QIC Data to Microsoft Excel
- InteliChart: 2015 ONC Stage 3 ACI Details Report
- InteliChart: ONC 2015 Report Logic - Workflow
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- MU: Introduction to Determining Medicaid Volume using the OP Software
- MU: Pick a 90-day Medicaid Volume Attestation Period
- MU: Confirm your Medicaid Designation Plan in your OP Software is Correct
- MU: Correct Assignment of Plans to Medicaid or non-Medicaid Status
- MU: Calculate Volume per Location
- MU: Decide if your Provider(s) will Attest as Individual(s) or Group
- MU: Select the Individual or Group Attestation Summary SQL Associated with your State
- MU: State Group SQL Table
- MU: State Assumptions
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- OP Notify: Training Program
- OP Notify: Appointment Reminder Events
- OP Notify: Email Reminder Event
- OP Notify: Call Reminder Event
- OP Notify: Text Reminder Event
- OP Notify: On Demand Notification Events
- OP Notify: Email Notification Event
- OP Notify: Call Notification Event
- OP Notify: Text Notification Event
- OP Notify: Activate Account
- OP Notify: Settings
- OP Notify: Roles
- OP Notify: Staff and Providers
- OP Notify: Create Event Reminder Templates
- OP Notify: Create On Demand Templates
- OP Notify: Add an Image to the Available Images Library
- OP Notify: Edit a Template
- OP Notify: Generic Provider Event Setup
- OP Notify: Generic Provider Call Reminder Event
- OP Notify: Generic Provider Email Reminder Event
- InteliChart Contacts
- OP Notify: Review or Modify the Billing Reminder Consent Form
- Reactivate Notifications for a Parent/Patient Who Has Opted-Out
- OP Notify: Notification Reports
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- Lesson 1: Staff and Provider Directory
- Lesson 2: Patient Information
- Lesson 3: Appointment Type Cleanup: Scheduled Appointments
- Lesson 4: Appointment Type Cleanup: Visit Templates and Patient Chart Defaults
- Lesson 5: Visibility Levels
- Lesson 6: Complete Your Preparation
- Knowledge Check | Course 1: Prepare OP for the Patient Portal
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- Lesson 1: Roles and Message Groups
- Lesson 2: Add Non-Clinical Staff
- Lesson 3: Add Providers
- Lesson 4: Add Clinical Staff
- Lesson 5: Portal Management: Locations, General Settings, and Setup
- Lesson 6: Portal Management: Advanced Links, Document Requests, Code Management, and Appointment Types
- Lesson 7: Review and Modify Page Templates
- Knowledge Check | Course 3: Portal Setup and Configuration
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- Lesson 1: View Portal Account Status and Generate Portal Registration PINs in OP
- Lesson 2: View Portal Account Status and Generate Portal Registration PINs in the Practice Portal
- Lesson 3: Respond to Messages in OP: Appointment and Refill Messages
- Lesson 4: Respond to Messages in OP: Referral and General Messages
- Lesson 5: Account Activities in the Practice Portal
- Knowledge Check | Course 5: Daily Portal Activities
- OP Patient Portal Learning Journey Crosswalk
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- OP Practice Portal: Activate Account
- Appointment Type Cleanup for OP Patient Portal and OP Notify Readiness
- OP Practice Portal: Customize Page Templates
- OP Patient Portal: Manage Parent/Patient Notifications
- Disable Multiple Patient Notifications
- OP Patient Portal: Manage Visibility of Diagnosis Codes and Diagnostic Tests
- OP Patient Portal: Surveys
- OP Practice Portal: Page Template Descriptions
- OP Practice Portal: Configure Provider Search
- OP Practice Portal: Configure Medical Record Requests
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- OP Practice Portal: Start Here Quick Reference Guide
- OP Practice Portal: Patient Interface Configuration QRG
- OP Practice Portal: Configuration QRG
- OP Patient Portal: Portal Message Management
- OP Practice Portal: Reports QRG
- OP Practice Portal: Code Management QRG
- OP Practice Portal: Documents QRG
- OP Practice Portal: Setting Up Scheduling QRG
- OP Practice Portal: Self-Registration QRG
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- Understanding PIN Generation
- Generate a Patient Portal PIN From OP (Easy Button)
- Issue a Portal Registration PIN from the Appointment List (Practice Portal)
- Issue a Portal Registration PIN from Patient Administration (Practice Portal)
- Register a Patient While in the Office (With a PIN)
- Workflow: PIN Generation for Multiple Patients of the Same Family
- Complete Portal Self-Registrations in OP (New Patient Workflow)
- Workflow: Provide Portal Access to an Additional Parent
- OP Patient Portal: Automated Enrollment
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- Send a Message to the Patient Portal
- Search for a Patient in the Practice Portal
- Add, Modify, or Remove Proxy Access to a Patient's Portal Account
- OP Patient Portal: Send Bulk Message
- OP Patient Portal: Patient Education Workflow
- OP Practice Portal Reports
- OP Patient Portal: Managing Appointment, Cancellation, and Reschedule Requests
- OP Patient Portal: Labs
- Documents: Bulk Migration Tool
- Parent Steps to Complete a Survey Sent to the OP Patient Portal
- Parent Steps to Complete a CHADIS Survey Sent to the OP Patient Portal
- OP Patient Portal Requirements and Recommendations
- Messages for Document and Survey Failures (PAM/Stenographer)
- OP Practice Portal: Patient Update Workflow
- Resend a Survey that Failed to be Delivered to the Portal
- Update Portal Account Status
- OP Patient Portal: Medications
- OP Patient Portal: Problem List
- OP Practice Portal: Deactivate Staff and Providers
- OP Practice Portal: Limit or Remove Parent Access to a Portal Account + Issue a PIN to a Minor
- Resetting Patient and Practice Portal Passwords
- OP Patient Portal: Managing Medication Refill Requests
- OP Patient Portal: Managing Referral Requests
- OP Patient Portal: Patient Reaches Age of Maturity (Minor Age Limit)
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- Why are parents receiving unexpected email notifications?
- Does the registration PIN from the InteliChart OP Patient Portal expire?
- How do I indicate that a parent does not want to enroll for the portal?
- How do I generate a PIN for an additional child or sibling from the Practice Portal?
- What happens if I change the visibility level of medications to Clinical Staff Only?
- Do Message Groups populate from Departments in OP?
- How is the Appointment List in the Dashboard populated?
- How are patient requests (appointment, referral, medication refill) configured?
- If a provider is not in a Message Group, can they still respond to portal messages from OP?
- Where will the photo display if added to a provider's portal setup?
- Do Appointment Types in OP populate the Reason for Appointment Mapping page?
- Can I generate PINs for multiple siblings at the same time from OP?
- How do I remove a duplicate portal account?
- When adding a provider, what is the difference between Full Access and Practice Only under Data Sharing?
- What's the best way to generate a PIN for a parent on the phone?
- How do I choose the Message Group that should receive insurance updates?
- When creating a new Role, can I copy another Role or do I have to start from scratch?
- Can I create custom Message Groups?
- Can a parent get access to their child's portal if the patient has reached the Minor Age Limit?
- Can a staff member be given two different Roles?
- Why can't I edit the Page Templates?
- Why aren't patient portal messages coming into OP?
- What staff needs to be added to the InteliChart Practice Portal?
- How do I show growth charts on the Patient Portal?
- Can I merge duplicate portal accounts?
- Why don't patients appear on the OP Patient Portal?
- How do I correct a portal account when a parent entered the patient's info instead of their own?
- Will a survey be sent to the Patient Portal with a Visibility higher than Any Staff Member?
- Will a parent be informed when a survey is deleted?
- What Documents can be sent to the Patient Portal?
- Where can I see the status of a patient's portal account?
- How do I change privacy on a document already shared to the portal?
- Can Bulk Statements be sent to the portal?
- Can a parent print their child's vaccine record from the portal?
- Can a parent print their child's Lab results from the portal?
- Why are Documents not flowing to the portal?
- How do parents add a PIN from another practice?
- I am ready to go live with the InteliChart Patient Portal, what do I do?
- How do I get an Associated User to show on the Practice Portal?
- How do I issue PINs for blended families?
- Will parents receive Appointment reminders and messages, for the same child(ren), when each has their own Patient Portal account?
- What do the task statuses mean?
- Can forms be created in InteliChart patient portal and integrated with OP?
- Are patient accounts disabled on the Patient Portal when their status is updated to Transferred in OP?
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- OP Patient Portal: Parent Toolkit
- OP Patient Portal Parent Experience: Patient Portal Navigation Video (English)
- OP Patient Portal Parent Experience: Complete Registration with a PIN (English) QRG
- OP Patient Portal Parent Experience: Patient Portal Navigation Video (Spanish)
- OP Patient Portal Parent Experience: Complete Registration with a PIN (Spanish) QRG
- OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (English)
- OP Patient Portal Parent Experience: New Patient Registration (without a PIN) QRG (Spanish)
- OP Patient Portal Parent Experience: Schedule an Appointment QRG
- OP Patient Portal Parent Experience: Make a Generic Appointment Request
- OP Patient Portal Parent Experience: Request a PIN & Complete Portal Registration QRG
- OP Patient Portal Parent Experience: Bill Pay QRG
- OP Patient Portal Parent Experience: Cancel or Reschedule an Appointment QRG
- OP Patient Portal Parent Experience: Access a Patient's Clinical Summary
- Portal Tips & Tricks
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- 6 Strategies to Improve Well Visit Rates
- Demographic Analysis and Recall Overview
- Demographic Analysis and Recall: Create a Patient Demographics List
- Demographic Analysis and Recall: Run a Clinical Recall Report
- Diagnosis Recall Criteria
- Demographic Analysis and Recall: Run a Care Plan Recall Report
- Demographic Analysis and Recall: Run a Vaccine Status Recall Report
- Demographic Analysis and Recall: Run a Vaccines Given Report
- Demographic Analysis and Recall (DAR) Send Messages for Recall
- Print Labels from the Demographic Analysis/Recall Report
- Demographic Analysis and Recall: Saved Reports
- Commonly Used Patient Recall SQLs
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- Adding Staff into the Staff Directory
- Setting Up Providers in the Staff Directory
- Clinical Levels
- Adding, Modifying Passwords
- Deactivating a User Account
- Managing User Permissions
- User Permissions
- Managing Group Permissions
- How to Troubleshoot Permissions
- How to Troubleshoot Personalization
- Adding or Modifying Groups
- Enabling Strong Passwords
- Creating and Maintaining Strong Passwords
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- Appointment Types
- Template Zones
- Create a New Schedule Tab
- Schedule Templates
- Apply Multiple Templates & Multiple Locations
- Copy Schedule Templates Between Providers
- Creating a Schedule Using Slots
- Zone Purpose
- Add Staff/Resources to a Calendar View
- Set Calendar Display Preferences
- Getting Ready for Self-Scheduling
- Modify a Schedule Using Slots
- Schedule Settings
- Add To or Edit a Code Table
- Checklist: Add a New Provider to an Existing OP Practice
- Checklist: Add a Resident to an Existing OP Practice
- Checklist: Inactivate a Provider
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- Referrals and Transitions of Care
- Writing a Referral to a Specialist
- Viewing or Editing a Previous Referral
- Re-issuing a Referral Letter
- Reconcile Incoming Transitions of Care (CDA)
- Referral Workflow: Create a Response to a Referral
- Referral Workflow: Create a Tracking Entry
- Customize a CDA
- Create an On-Demand CDA
- One-Time CDA Export
- Recurring CDA Export
- Send a CDA
- Manage CDA Export Jobs
- CDA Reconciliation Errors
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- Confirm a New Patient Needs to be Registered
- Register a New Patient
- Copy a Sibling's Basic Information
- Change Family Address and Phone Number
- Adding Contacts to a Patient's Chart
- Merging Contacts
- Making an Insurance Record Inactive
- Modifying a Patient Insurance Record
- Create a New Insurance Record
- Statement Method Options
- Validation Feature
- Copying Insurance Information From a Family Member
- Print from Patient Register
- Adding Notes/Add'l Info to a Patient's Chart
- Adding a Clinical Contact
- Linking Families in OP
- Merging Duplicate Patient Charts
- Create a Wait List
- Specify a Patient's Gender Identity
- Specify a Patient's Sexual Orientation
- Specify a Patient's Ethnicity Details
- Specify a Patient's Race Details
- Insurance Validation Errors
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- Schedule an Appointment
- Copy an Appointment
- Delete an Appointment
- Locating the Next Available Time Slot
- Manually Confirming Appointments
- Moving an Appointment on the Schedule
- View Appointments From Patient Tracking
- Using Flags and Alerts on the Schedule
- No Shows
- How to Search for an Appointment
- Pop-up Alerts
- Appointment Move-Up Option
- Cancelling Appointments
- Print the Schedule
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- Reconcile Monies Received on a Daily Basis - Front Desk
- Print Single Superbill
- Print Batch Superbills
- Check a Patient Out
- Collect a Payment at the Time of Check Out
- Print a Receipt at Checkout
- Print Next Appointment Reminder
- Print a Missed School or Work Note
- Standard and Custom Patient Forms/Reports
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- Introduction to Reports
- OP Reports Home
- OP Reports: Practice Workflow Reports
- Infrastructure Update Guide
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- Navigating Financial Analytics in OP
- Financial Analytics: Understanding the Data and How to Compare It to OP Data
- Financial Analytics: Practice Summary
- Financial Analytics: Denial Summary
- Financial Analytics: Accounts Receivable
- Financial Analytics: AR History
- Financial Analytics: Trends
- Financial Analytics: Vaccines
- Financial Analytics: Vaccine Trends
- Financial Analytics: Insurance A/R Worklist
- Financial Analytics: Patient A/R Worklist
- Financial Analytics: Denial Worklist
- Exporting Dashboard Data from Financial Analytics
- Financial Analytics: Key Metrics
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- Accounting and Billing Reports
- Report Reference Dates
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- Standard Reports: Transactions for Check Number
- Standard Reports: Financial Summary
- Standard Reports: Charges per Scheduled Appointment
- Standard Reports: Unbilled Charges for Scheduled Appointments
- Standard Reports: Reimbursement per Visit
- Standard Reports: Scheduled Appointments
- Standard Reports: Compare Allowable to Payment
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- Billing Transaction Analysis: Transactions
- Billing Transaction Analysis: Total Receipts
- Billing Transaction Analysis: Receipts for Deposit
- Billing Transaction Analysis: Accounting Transfers
- Billing Transaction Analysis: Patient Credit Account
- Billing Transaction Analysis: Void Transactions Only
- Billing Transaction Analysis: Practice Level Adjustment
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- Patient Accounts: Proof Calculation and A/R History Maintenance
- Historical A/R Analysis
- A/R Aging Analysis: Ins. Payer - Ins. A/R
- A/R Aging Analysis: Insurance Payer - Patient A/R
- A/R Aging Analysis: Insurance Payer - Total A/R
- A/R Aging Analysis: Rendering Provider - Insurance A/R
- A/R Aging Analysis: Rendering Provider - Patient A/R
- A/R Aging Analysis: Rendering Provider - Total A/R
- A/R Aging Analysis: Location - Insurance A/R
- A/R Aging Analysis: Location - Patient A/R
- A/R Aging Analysis: Location - Total A/R
- A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R
- A/R Aging Analysis: Insurance Payer - Secondary Payer Resp. Date A/R
- Audit Logs Usage
- Visit Status Change Codes
- Diagnostic Test Status Change Codes
- Designing Reports
- Clipping and Saving from the Clip-and-Save SQL Library
- Adding a Signature to a Report
- Adding an Image to a Report
- Entering Dates Correctly
- OP Report Share/Batch Import
- Download Page for .rtm Files
- Update General Letter Report When No Signature Printing
- Auditable Events Tracking for Certification
- RCM Performance Report
- SQL: Firebird and MySQL Differences
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- Anytime Pediatrics Support and Resources
- Anytime Pediatrics: Before You Begin
- Anytime Pediatrics: Schedule an Appointment
- Anytime Pediatrics: Documenting a Visit
- Anytime Pediatrics: Add a New User
- Anytime Pediatrics Parent Experience: Create an Account QRG
- Anytime Pediatrics Telehealth Integration Video
- Webinar Recording: COVID Surge and Beyond: Integrating Telemedicine to Provide Appropriate Care
- Visit Info for Telehealth
- Charting and Billing for Telehealth Encounters
- Telehealth Workflow for Charting and Billing Video
- Telehealth Well Visits: Practice Guidance
- Telehealth / Telemedicine Insurance Payer Resources By State
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- Webinar Recording: Managing the Financial Health of Your Practice
- Find Fully Paid CPTs and Give Yourself a Pay Raise
- Updating Your Practice Fee Schedule
- RVUs and the Medicare Fee Schedule
- Creating a Medicare Physician Fee Schedule
- Other Medicare Fee Schedules
- Update Your Vaccine Fee Schedule
- Monitoring Vaccine Charges and Payments (Parts 1 and 2)
- Fireside Chat: Contactless Payment
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- Add a COVID-19 Self Assessment to Your Practice's Website!
- Webinar Recording & Resources: Understaffed & Overworked? Efficiency is the Name of the Game
- Webinar Recording & Resources: Managing High Visit Volume in Cold/Flu/Vaccination Season
- Webinar Recording: It's Time: Rethink How You Communicate with Your Pediatric Families
- Webinar Recording & Resources: Fill Your Pediatric Practice Schedule!
- Rethinking Your Patient Workflow with Social Distancing in Mind
- Webinar Recordings: COVID-19 Survival Checklist Series (Parts 1-5)
- Fireside Chat: Large Practice Lessons Learned
- Fireside Chat: Preparing Your Practice for Tomorrow with Kateri Haskett
- Fireside Chat: Preparing Your Practice for Tomorrow with Jeff Mathis
- Fireside Chat: Preparing Your Practice for Tomorrow with Dr. Barbara Periard
- Fireside Chat: Preparing Your Practice for Tomorrow with Matthew Carreira
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- What user permissions are required to use eLabs?
- Do I need to archive other lab facilities when using eLabs?
- What information transfers from the OP Requisition to the eLabs Order Form?
- Why didn't my ordering provider carry over to the electronic order window?
- Why can’t I choose Lab Portal as Order Type in OP?
- Why can't I edit the requisition in OP?
- Why didn't the eLabs Order Form open to my interfaced lab?
- Where can I see the labs that were ordered through a task?
- How do I add a favorite lab order to the eLabs Preference List?
- How do I save lab order panels to the eLabs Preference List?
- How do I add a diagnosis to my eLabs Preference List?
- Why is a diagnosis code appearing automatically on the eLabs Order Form?
- What is required if Specimen collection is identified as ‘at lab’?
- Is there a different electronic results process for specimens collected in house versus specimens collected at the lab facility?
- Can I add the source site of a specimen?
- What does Validate Order in the eLabs Order Form do?
- Why is my insurance not appearing on the Change Healthcare requisition?
- When does the requisition go to eLabs?
- How do I print specimen labels?
- Why am I getting an error when I try to print a specimen label?
- Can I print the requisition and also send it to eLabs?
- Is special paper required for printing requisitions?
- Why am I getting an error when I try to print an eLabs requisition?
- What happens if a user closes the eLabs Order Form prior to sending?
- What are the action button options in the eLabs Order Form?
- Why didn’t the results automatch to the requisition?
- What lab orders and results will not be processed from within OP's eLabs interface?
- Why are my eLabs orders not showing in my note?
- Why is the time not recorded with the Collection Date and Report Date in the patient chart?
- What statuses make a requisition show in the list for possible matching OP requisitions?
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- What are the new portal features at-a-glance?
- What is the new OP Portal?
- I implemented the InteliChart Portal for Meaningful Use, now what should I do?
- What does Implementation of the Portal look like?
- What will it cost to use the InteliChart Portal?
- Who do practices need to contact to get this new InteliChart Portal Functionality?
- Can practices choose which Portal Features to opt into?
- What are the actions that practices need to take before implementation can begin?
- What training/support exists for newly implemented practices?
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- Cyber Security Warning | On-Premise Practice Security Checklist
- Phishing Attacks
- Linking Welch Allyn Device to OP
- Allowing Office Practicum Support to Connect to your Workstation (TeamViewer)
- ODBC Connection to OP Database
- How can I tell what version of Windows I am using to run OP 20?
- How to Remove Spyware and Adware
- Dragon Dictation Compatibility
- OP Services and Ports
- Capturing Screenshots and PHI
- Error Reporting Within OP
- How do I run an Internet Speed Test in OP?
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- Installing OP on a Client Workstation
- Mapping the gdb_common Network Drive
- Remote Scan Setup for Client Server
- Workstations are Not Updating Following an OP Update
- Office Practicum Web Update
- How to Run OP Updates Video
- Before Updating
- Downloading and Installing OPWebUpdate
- Updating the OP Web Updater
- Running Web Update OP 20
- Performing an OP Client-Server Risk Assessment
- Anti-Virus Software Whitelist Recommendations
- On-Premise Server: Patient Message eXchange Service Update
- On-Premise Server Access Requirement
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- Cloud Maintenance
- Instamed Credit Card Swiper Configuration
- Export Vendor Files from the Cloud
- Import Documents into OP Cloud
- Privacy and Security Safeguards
- Antivirus and Network Level Exceptions for OP Cloud
- How do I save and access the files on my computer through the tsclient connection on a Mac?
- Printing Within OP Cloud
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- OP Diagnostic Tests Import -- Overview of Lab Importing
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- Launching the OP Diagnostic Tests Importer
- Showing and Hiding Configuration Settings
- Importing Lab Results
- Filtering Lab Results
- Selecting Lab Results
- Viewing Lab Results in PDF and HL7 Files
- Searching for a Pending Requisition
- Viewing Details of a Pending Requisition
- Creating a Requisition for a Lab Result
- Linking a Lab Result to a Pending Requisition
- Reviewing Lab Results in the OP Application
- Auto-Matching Criteria for Incoming Lab Results Via Lab Importer
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- Practice Admin: Log In and Activate your Account
- Practice Admin: Add Roles
- Practice Admin: Add Staff Members
- Practice Admin: Event Settings
- Create New Event Email Template: Notify Templates
- Create New Event Email Template: On Demand Templates
- Edit an Event Email Template
- Appointment Reminder Setup: Call
- Appointment Reminder Setup: Text
- Appointment Reminder Setup: Email
- Appointment Reminder Setup: Call or Text
- Appointment Reminder Setup: Generic Provider Call
- On Demand Notification: Call
- On Demand Notification: Text
- On Demand Notification: Email
- On Demand Notification: Call or Text
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- Identify Sensitive Data
- 21st Century Cures Act Short: The Problem List
- Webinar Recording & Resources: 21st Century Cures Act & OP: Addressing Questions for Your Practice (3/30/2021)
- Webinar Recording & Resources: 21st Century Cures Act: Sample Pediatric Policies and Exceptions (3/9/2021)
- 21st Century Cures Act: Sample Information Sharing Policy
- Webinar Recording & Resources: 21st Century Cures Act: What Pediatricians Need to Know (1/26/2021)
- 21st Century Cures Act: Pediatric Practice Checklist
- HIPAA and CMS Proposed Rule Changes
- 21st Century Cures Act: External Resources
- 21st Century Cures Act Q&A
- Identify and Clean Up Invalid Phone Numbers
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- Risk Stratification: The Why and the How Video Series
- Diagnostic Test Results Scope and Data Maintenance
- Specialty Growth Curves
- Office Practicum and Bright Futures Handouts
- Implications of Changing QIC Reports
- The Importance of Finalizing Notes in a Timely Fashion
- Payer Audits: Be Prepared!
- Maximizing Diagnoses on Claims: Overview and FAQ
- Badge Counts and Alerts
- Vaccine Immunity Medical Perspective: What Really Constitutes Immunity?
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- Product Roadmap: Q2 2022 Videos | Clinical, Practice Management and Remedy Suite
- Product Roadmap: Q1 2022 Videos | Clinical, Interoperability, and Practice Management
- Product Roadmap: Q4 2021 Videos | Clinical and Practice Management
- Product Roadmap: Q3 2021 Video
- Product Roadmap: Q2 2021 Videos | Clinical, Practice Management, and Interoperability
- Product Roadmap: Q1 2021 Video
- Product Roadmap: Q4 2020 Video
- Product Roadmap: Q3 2020 Video
- Product Roadmap: Q2 2020 Video
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- RCM Life Newsletter: January 2023 Edition New
- RCM Life Newsletter: November 2022 Edition
- RCM Life Newsletter: October 2022 Edition
- RCM Life Newsletter: September 2022 Edition
- RCM Life Newsletter: August 2022 Edition
- RCM Life Newsletter: July 2022 Edition
- RCM Life Newsletter: June 2022 Edition
- RCM Life Newsletter: May 2022 Edition
- RCM Life Newsletter: April 2022 Edition
- RCM Life Newsletter: March 2022 Edition
- RCM Life Newsletter: February 2022 Edition
- RCM Life Newsletter: January 2022 Edition
- RCM Life Newsletter: December 2021 Edition
- RCM Life Newsletter: November 2021 Edition
- RCM Life Newsletter: October 2021 Edition
- RCM Life Newsletter: September 2021 Edition
- RCM Life Newsletter: August 2021 Edition
- RCM Life Newsletter: July 2021 Edition
- RCM Life Newsletter: June 2021 Edition
- RCM Life Newsletter: May 2021 Edition
- RCM Life Newsletter: March 2021 Edition
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- RCM Client Corner: Address Issues
- RCM Client Corner: Holding Superbills
- RCM Client Corner: Eligibility
- RCM Client Corner: "Ready to Bill"
- RCM Client Corner: Entering Hospital Charges
- RCM Client Corner: Scanning into the Non-Patient Directory
- RCM Client Corner: No Show/Cancellations
- RCM Client Corner: Billing for Telemedicine Prior to OP 20.0.15
- RCM Client Corner: Billing for Telehealth with OP 20.0.15
- RCM Client Corner: Scrubbing Superbills and Common Modifiers
- RCM Client Corner: Patient Credits
- RCM Client Corner: Correcting Patient Payments
- RCM Client Corner: Entering Insurance for Newborns with Pending Eligibility
- RCM Client Corner: OP Claims Scrubber New
- RCM Client Corner: OP Claims Scrubber Video New
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- PediaTricks Podcast Episode 67: Just in Time Resources - Meeting You Where You're At New
- PediaTricks Podcast Episode 66: Cures Act and OP - What You Need to Know
- PediaTricks Podcast Episode 65: Reducing No Shows in OP with OP Notify (and more!)
- PediaTricks Podcast Episode 64: Leveraging Technology in the Substance Use Landscape
- PediaTricks Podcast Episode 63: Community Integration Services
- PediaTricks Podcast Episode 62: Past, Present and Future of the EHR
- PediaTricks Podcast Episode 61: Feeling the Burn - Managing Physician Burnout
- PediaTricks Podcast Episode 60: Type I Diabetes - Tracking Via Technology
- PediaTricks Podcast Episode 59: SEO + Acquiring New Patients
- PediaTricks Podcast Episode 58: The Bipartisan Safer Communities Act
- PediaTricks Podcast Episode 57: Protecting and Innovating with VacLogic+
- PediaTricks Podcast Episode 56: Practice KPIs - What You Don't Know Can Hurt You
- PediaTricks Podcast Episode 55: Trauma Informed Care
- PediaTricks Podcast Episode 54: Clinical Integrated Networks (CINs)
- PediaTricks Podcast Episode 53: Behavioral Health Services at Capacity
- PediaTricks Podcast Episode 52: Telehealth - Not Just for Pandemics
- PediaTricks Podcast Episode 51: Youth Suicide Prevention - When "Fine" Isn't Fine
- PediaTricks Podcast Episode 50: Pediatric Mental Health - Seeing the Whole Child
- PediaTricks Podcast Episode 49: No Surprises in Patient Billing
- PediaTricks Podcast Episode 48: Interoperability - A World of Change in Healthcare
- PediaTricks Podcast Episode 47: Highlighting Listening to Our Kids
- PediaTricks Podcast Episode 46: Pediatric Mental Health in the Pandemic
- PediaTricks Podcast Episode 45: Staying Connected With Families and Staff
- PediaTricks Podcast Episode 44: Medicaid, Your Patients, and Your Practice
- PediaTricks Podcast Episode 43: The Many Dimensions of Infant Mental Health
- PediaTricks Podcast Episode 42: LMS (Learning Made Simple)
- PediaTricks Podcast Episode 41: Employee Engagement
- PediaTricks Podcast Episode 40: How Gaming Can Help Heal
- PediaTricks Podcast Episode 39: Social Media Optimization For Your Practice
- PediaTricks Podcast Episode 38: Linking Families For Ease of Care
- PediaTricks Podcast Episode 37: Accommodating Learner Time & Space with eLearning
- PediaTricks Podcast Episode 36: Providing Care With Grace in Stressful Times
- PediaTricks Podcast Episode 35: The Many Forms of Pediatric Success
- PediaTricks Podcast Episode 34: KPIs with Feelings
- PediaTricks Podcast Episode 33: Automated Portal Enrollment
- PediaTricks Podcast Episode 32: EHR Workflow Efficiency
- PediaTricks Podcast Episode 31: Getting From Here to There | Referrals & Transitions of Care
- PediaTricks Podcast Episode 30: How OP Has Helped Clinics Fight COVID
- PediaTricks Podcast Episode 29: Celebrating 35 Years of Growth!
- PediaTricks Podcast Episode 28: Where Have All My Patients Gone? Engaging via Telehealth
- PediaTricks Podcast Episode 27: Would You Like Fries With That - Optimizing Your Practice Schedule
- PediaTricks Podcast Episode 26: More Toolbox Than Tool - The OP Help Center
- PediaTricks Podcast Episode 25: The Onboarding Experience
- PediaTricks Podcast Episode 24: The Provider-Practice Connection
- PediaTricks Podcast Episode 23: Revenue Streams Streamlined
- PediaTricks Podcast Episode 22: Set Up for Recall Success
- PediaTricks Podcast Episode 21: Monitoring Your Financial Vitals
- PediaTricks Podcast Episode 20: Loving What We Do!
- PediaTricks Podcast Episode 19: Implementation Tips & Tricks for Smooth Transition
- PediaTricks Podcast Episode 18: 2021 Goals for OP | Looking Forward to the New Year
- PediaTricks Podcast Episode 17: Demand for Your Brand
- PediaTricks Podcast Episode 16: All You Ever Wanted to Know About E/M Coding (But Were Afraid to Ask)
- PediaTricks Podcast Episode 15: 21st Century Cures Act
- PediaTricks Podcast Episode 14: Interoperability: Playing Well with Others
- PediaTricks Podcast Episode 13: Medical Decision Making Made Easy(er)!
- PediaTricks Podcast Episode 12: Revisiting Portal and Support
- PediaTricks Podcast Episode 11: Long Tail of Learning
- PediaTricks Podcast Episode 10: Strong Partners
- PediaTricks Podcast Episode 9: Influential Positivity
- PediaTricks Podcast Episode 8: Up in the Clouds
- PediaTricks Podcast Episode 7: Mobilizing OP
- PediaTricks Podcast Episode 6: Close From a Distance
- PediaTricks Podcast Episode 5: Recalling the DAR
- PediaTricks Podcast Episode 4: Mapping Out OP's Products
- PediaTricks Podcast Episode 3: Portal With a Purpose
- PediaTricks Podcast Episode 2: Knowledge Across the Learning Ecosystem
- PediaTricks Podcast Episode 1: Support When You Need It
- Pilot Episode: PediaTricks Podcast
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- AAP News: AAP Issues Guidance to Ensure Continued Care for Children During Pandemic
- Vaxopedia: Get All of Your COVID-19 Questions Answered
- Coding for COVID-19 and Non-Direct Care
- 3/23/20: AAP COVID-19 Resources and Updates for Pediatricians
- Coding at the AAP
- AAP News: Coronavirus disease outbreak coverage
- AAP Red Book Online: 2019 Novel Coronavirus (COVID-19) Infections
- CDC: COVID-19 Information for healthcare professionals
- World Health Organization: Coronavirus
- HealthyChildren.org: 2019 Novel Coronavirus (COVID-19)
- State Notices on Telehealth Policy in Response to COVID-19
- PMI COVID-19 Forum
What's New
- Office Practicum Release Updates November 2022 (OP 20.17.28 and OP 20.18.3)
- Office Practicum Release Updates October 2022 (OP 20.17.20 - OP 20.17.27)
- Office Practicum Release Updates September 2022 (OP 20.17.17 - OP 20.17.18)
- Office Practicum Release Updates August 2022 (OP 20.17.12)
- Office Practicum Release Updates July 2022 (OP 20.16.23 & 20.17.6)
- See More
Articles
Acquisition Announcement
For over 35 years, Office Practicum (OP) has been committed to the pediatric community and we are thrilled to officially welcome NextStep Solutions and RemedyConnect to the OP family!
OP is "All In"
Watch this short video to see how each and every team here at OP is committed to being "All In" for you.