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- Welcome to OP 19: Landing Page
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- Office Practicum 14.9.32
- Office Practicum 14.9.31
- Office Practicum 14.9.30
- Office Practicum 14.9.29 (Cloud Only)
- Office Practicum 14.9.28
- Office Practicum 14.9.23
- Office Practicum 14.9.22
- IISKIT 14.11.04
- Office Practicum 14.9.21
- Office Practicum 14.9.20
- Office Practicum 14.9.19
- Office Practicum 14.9 General Availability Release
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- IISKIT 14.11.01
- Office Practicum 14.8.38
- Office Practicum 14.8.36
- Office Practicum 14.8.34
- Office Practicum 14.8.32
- Office Practicum 14.8.30
- Office Practicum 14.8.28
- Office Practicum 14.8.24
- IISKIT 14.10.20
- Office Practicum 14.8.22
- Office Practicum 14.8.20
- Office Practicum 14.8.19
- Office Practicum 14.8.18
- IISKIT 14.10.19
- Office Practicum 14.8.16
- Office Practicum 14.8.15
- Office Practicum 14.8 General Availability Release
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- Office Practicum 14.6.24
- Office Practicum 14.6.23
- Office Practicum 14.6.22
- Office Practicum 14.6.21
- Office Practicum 14.6.20
- Office Practicum 14.6.19
- Office Practicum 14.6.18
- Office Practicum 14.6.17
- Office Practicum 14.6.16
- IISKIT 14.10.10
- Office Practicum 14.6.15
- Office Practicum 14.6.13
- Office Practicum 14.6.12
- Office Practicum 14.6.5
- Office Practicum 14.6.3
- Office Practicum 14.6 General Availability Release
- OP Release Feedback
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- Keyboard Shortcuts in OP
- Menu Navigation
- Search for a Patient
- Focused Patient OP Behavior
- Access a Sibling's Chart
- Working from Patient Tracking
- Chart Tab Indicators
- Privacy Constraints (Visibility Settings)
- Sorting Lists
- Grouping Data
- Adjusting Column Width
- Adding, Removing, or Reordering Columns
- Filtering Data
- Reordering, Hiding, and Showing Tabs
- Saving and Reverting Saved Preferences
- Spell Check in OP
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- Choosing a Clearinghouse
- Non-Integrated Clearinghouse
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- Add an Insurance Payer
- Insurance Payer Record Field Descriptions
- Locate Billing Information in the Staff Directory
- Modifying an Associated Provider Record
- Connect Providers to Insurance Payers
- Add, Edit, and Copy Insurance Contracts
- Associate an Insurance Contract with a Payer
- Using the Update Insurance Contracts Window
- Taxonomy Fields
- Customizing the OP Superbill
- The $ED Record
- Tax ID Setup
- Group NPI Setup
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- View a Patient's Claims
- View a Patient's Credit History
- Transfer Credits Between Sibling Accounts
- Entering a Refund
- View a Family Account Balance
- Write an Account Note
- Edit a Claim
- Void a Claim Payment
- Unapplying Applied Payments to a Claim
- Posting a Patient Payment
- Issue a Patient Refund
- Print a CMS-1500
- Print a Statement
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- Viewing the Billing Status on the Schedule
- Posting Electronic Superbill Charges
- Charge Posting Options
- Manually Enter 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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- Delete Claims from the Transmittal Queue
- Edit Claims in the Transmittal Queue
- Send Claims Back to the Transmittal Queue
- Create and Send Electronic Claim Files
- Update Claim Status with Clearinghouse Acknowledgements
- Viewing Clearinghouse Claim Acknowledgements and Rejections
- Automated Billing Task for Credit Card Payment Error
- How Claim Status Categories are Defined
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- Manually Enter Charges from a Paper Superbill
- Applying Patient Credits
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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
- Entering a Claim Note
- 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
- Enter in 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
- Add Adjustment Codes used in Office
- Fetch and Process ERA Files from my Integrated Clearinghouse
- 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
- Additional Actions before Posting a Pending Adjudication
- 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
- Process e-Bill Adjudications for Interest Payments
- Adjudications that have been Manually Posted to an Account
- Process 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
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- Accounts Receivable Navigation
- Working A/R
- The Different Claim Stages
- Correcting Claims
- Patient Statements Setup
- Fields You Can Customize
- How to Customize Your Statements
- Printing from the Disclosures Tab for Proof of Timely Filing
- Bulk Printing of Statements from the Tracking Tab in the Schedule and Practice Workflow Window
- Creating Batch Statements
- Printing Batch Statements
- Identifying When (or If) a Statement was Printed or Sent for an Outstanding Balance
- Viewing Previously Sent Statements/Statement Files
- Change Insurance on Individual Transactions (Daysheeted Claims)
- Void a Claim
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- Care Plan Enrollment
- Overview Definition, Triggers, and Actions
- Purpose and Patient Goal Statement
- Activate, Enroll, and Privacy
- Bibliographic Citation
- Adding and Editing Triggers
- 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
- Checklist for Activating Care Plans
- Grouping Rules and Actions
- Trigger Conditions Definitions
- Care Plan Troubleshooting
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- OP Coding Decision Support
- The Importance of Finalizing Notes in a Timely Fashion
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- Clinical: Start a Well Visit
- Provider: Chart a Preventive Exam (Well Visit)
- Confirm Correct Well Visit Template
- Interval History and ROS
- Allergies and Reactions
- Past Medical History
- Family Medical History
- Social History
- Birth Info
- Newborn History
- Maternal Pregnancy Hx
- Risk Assessment
- Charting Developmental Milestones
- Detail Exam
- AG and Counseling
- Manage the Order Worksheet (Well Visit)
- Order Worksheet: Medication Tab (Well Visit)
- Order Worksheet: Lab Tab (Well Visit)
- Order Worksheet: Immunization Tab (Well Visit)
- Order Worksheet: Patient Education Tab (Well Visit)
- Order Worksheet: Survey Tab (Well Visit)
- Order Worksheet: Follow Up Tab (Well Visit)
- Order Worksheet: Other Tab (Well Visit)
- Assessment and Plan
- Code and Finalize a Preventive Exam
- Well Visit Placeholder
- Finalize Open Well Visits
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- Clinical: Start a Sick Visit (Encounter)
- Provider: Chart a Sick Visit (Encounter)
- Apply a Template to the Note
- Document Chief Complaint-History of Present Illness-Review Of Systems
- Medications Administered in the Office
- Medical History
- Past Medical History (Encounter)
- Symptom Templates
- Allergies and Reactions (Encounters)
- Family Medical History (Encounter)
- Social History (Encounter)
- Document the Physical Exam (Detailed)
- Manage the Order Worksheet
- Order Worksheet: Medication Tab (Well Visit)
- Order Worksheet: Lab Tab
- Order Worksheet: Patient Education Tab
- Order Worksheet: Survey Tab
- Order Worksheet: Follow Up Tab
- Order Worksheet: Other Tab
- Order and Procedure Templates
- Code and Finalize an Encounter Visit (Sick Visit)
- Finalize Open Encounters (Sick Visits)
- Create an Addenda
- Encounter Visit (Sick Visit ) Placeholder
- Set a Default Exam Template
- Diagnosis and Plan Templates
- Newborn History (Encounters)
- Vital Signs and Growth Measurements
- How Charges Get to the Superbill
- Using the HCPCS Level 2 Code 3008F for Pay for Performance (P4P)
- Layering Templates
- Invalidating a Finalized Encounter or Well Visit Note (Providers Only)
- Save a Template When Charting
- Charting a Sick Visit with a Well Visit
- Note Marked as Incomplete
- Cosign a Note
- Adding and Sorting DX Codes for Claims
- Viewing Prior Notes While Charting a Visit
- Print a Patient Exit Note
- Converting from Paper Charts to Electronic Charts
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- What's in Document Management?
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- Scan Insurance Cards
- Scanning a New Document
- Review Documents Assigned To An Inactive Provider
- Capture and Scan Photo IDs
- Document Management Item Types and Reference
- Link a Scan to Labs
- Link a Scan to Referrals
- Importing PDF Files
- Edit or Delete a Scanned Item
- Linking a Signature to a Provider
- Adding Handouts Saved on Computer
- How do I copy a scanned item to another patient?
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- Pharmacy Favorites
- Medication Favorites and Validating NDCs
- How can I manage the Medication List?
- 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
- Understand Pharmacy Favorites Address Book Relationship
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- In House Diagnostic Test Setup
- Adding a New Diagnostic Test to an Outside Lab Facility
- Add Additional Lab Facilities
- Set My Default Labs
- Adding New In-House Tests and Results
- Edit the Diagnostic Test Result-Alpha Answer
- Add New Labs for Outside Lab Facilities
- Customize the Groupings Where Labs Appear
- Adding Diagnostic Tests to the Form
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- Survey Downloads
- CHADIS
- 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
- CHADIS Setup
- CHADIS Complete a Survey without a Patient Portal Account
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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
- Lot Number Report
- Grid Report: Reconciling Your Inventory
- Accessing Resources
- EPCS Setup
- Using Risk Groups
- Add, Edit Developmental Milestones
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- Medication Tab
- Medication Add and Review
- Review or Document Medications
- Printing Prescriptions
- Refilling a Prescription
- Prescription Rules
- How to use E-Prescribing (e-Rx) Center
- Writing Prescriptions: Basic Instructions
- Writing Prescriptions: Entering a Reference Prescription
- Writing Prescriptions: Writing a Free-Text Prescription
- Writing Prescriptions: Writing an E-Prescription
- Specifying a Generic Medication
- Using the Liquid Dose Calculator
- Sending a Prescription
- Editing Prescriptions
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- 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
- Administer Vaccines Not Ordered
- Enter a Documented Immunity
- View and Print Patient's Vaccine Record
- Correcting Vaccines
- Payback Vaccines
- Borrowing Vaccines
- Documenting Synagis
- Patient Consent
- Move Vaccine Inventory
- Vaccine Administered Incorrectly
- Electronic Vaccine Consent Form
- Vaccine Resource Links
- MenB-FHbp Vaccine Recommendation
- Workaround: Using Quick Entry to Delete Vaccines
- 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
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- Meaningful Use Reporting Requirements
- Running the QIC
- Objective: Protect Electronic Health Information
- Objective: Clinical Decision Support Including Interaction Checking
- Objective: CPOE
- Objective: Electronic Prescribing with Formulary Query
- Objective: Medication Reconciliations Inbound Transitions of Care
- Objective: Health Information Exchange (Outbound Transitions in Care)
- Objective: Patient Specific Education
- Objective: Patient Electronic Access (VDT)
- Objective: Secure Messaging
- Clinical Quality Measurements (CQMs)
- Implications of Changing QIC Reports
- Objective: Public Health Reporting
- Export Meaningful Use QIC Data to Microsoft Excel
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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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- Message Module Basics
- Create a Message
- Respond to a Message as the Only Recipient
- Respond to a Message Sent to a Group or Department
- Comment on a Message
- Enhanced Messaging Features
- View Prior Messages
- Invalidate a Message
- Send Instant Message
- Send a Message to a Department
- View Older Non-Patient Messages in the Message Center
- Print Messages
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- Welcome to the OP Patient Portal
- Portal Readiness Checklist and Marketing Resources
- Patient Portal 101
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- OP 14 Applications in the OP Patient Portal
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- OP Patient Portal Applications: Patients
- OP Patient Portal Applications: Patients -- Administration
- OP Patient Portal Applications: Patients -- Application Usage
- OP Patient Portal Applications: Patients -- Background Information
- OP Patient Portal Applications: Patients -- Payments on the OP Patient Portal
- OP Patient Portal Applications: Insurance Carriers
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- OP Patient Portal Applications: Tasks
- OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal
- OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Educational Resources
- OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Making a Handout Appear on the OP Patient Portal for a Patient
- OP Patient Portal Applications: Tasks -- Application Usage
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- OP Patient Portal Applications: Update Contact Information
- OP Patient Portal Applications: Update Contact Information -- Administration
- OP Patient Portal Applications: Update Contact Information -- Application Usage
- OP Patient Portal Applications: Update Contact Information -- Background Information
- OP Patient Portal Applications: Medications Refill
- OP Patient Portal Applications: Notifications
- OP Patient Portal Applications: Problem List
- OP Patient Portal Applications: Records Request
- OP Patient Portal Applications: Update Patient
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- How Can We Change the Parent's OP Patient Portal Email?
- How Do I Reset an OP Patient Portal Password?
- Why Can't Parents View Their Child(ren) on the OP Patient Portal?
- My Flu Clinic Is Not Working
- How Can Parents Make Payments on the OP Patient Portal?
- How can a practice delete an email address linked between OP 14 and the patient portal?
- Portal Differences If Not Using OP's Practice Management System
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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
- Schedule Tabs
- Create a New Template
- 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
- Add to or Edit a Code Table
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- Confirm a New Patient Needs to be Registered
- Register a New Patient
- Copy a Sibling's Register Record
- Change Family Address
- Adding Contacts to a Patient's Register Record
- 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 Misc. Notes
- View and Add to the Patient's Coordination of Care
- 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
- Validation Errors
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- Navigating the Tabs in the F7 Schedule: Best Practices
- Making an Appointment on the Schedule
- Copy an Appointment
- Delete an Appointment
- Locating the Next Available Time Slot
- Making Future Appointments
- 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
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- Introduction to Reports
- OP Reports Home
- OP Reports: Practice Workflow Reports
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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
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- Demographic Analysis and Recall Overview
- Demographic Analysis and Recall: Patient Demographics
- Demographic Analysis and Recall: Clinical Recall
- Demographic Analysis and Recall: Care Plan Recall
- Demographic Analysis and Recall: Vaccine Status Recall
- Demographic Analysis and Recall: Vaccines Given
- Print Labels from the Demographic Analysis/Recall Report
- Diagnosis Recall Criteria
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- Audit Logs Usage
- Visit Status Change Codes
- Diagnostic Test Status Change Codes
- Designing Reports
- How to Clip and Save from the Clip-and-Save SQL List
- Adding a Signature to a Report
- Entering Dates Correctly
- OP Report Share/Batch Import
- Download Page for .rtm Files
- Workaround: How Do I Update Reports Not Outputting the Signature in OP 19?
- Auditable Events Tracking for Certification
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- AAP/Local Content Library
- About - License Agreement
- Account Proof
- Add / Edit Appointment
- Add / Edit Charges
- Add Implantable Device
- Add Payments and Adjustments
- Add Tasks to a Patient's Checklist
- Addenda
- Address Book
- A/R Aging Analysis
- Address Book Specialty Descriptors
- Allergy/Reaction
- Application/Interbase Status Information
- Apply Template Dialog
- Appointment Types and Zones
- Archive Medical Records
- Audit Logs
- Audit Trail
- Backup Confirmation
- Batch Billing Statements
- Billing Analysis
- Billing Center: Adjudications
- Billing Center: Claims + A/R
- Billing Center: Current Credits
- Billing Center: Current Receipts
- Billing Center: ERA Payments
- Billing Center: Overview
- Billing Center: Statement Queue
- Billing Center: Superbills
- Billing Center: Transmit Queue
- Blocked and Substituted Codes
- Capitation Payments: Distributed to All Patients on Panel
- Capitation Payment: Single Entry (Not Distributed)
- Change Insurance on Individual Transactions
- Change/Merge Carrier Codes
- Change Template Location Confirmation
- Chart Rack
- Choose a Message
- Choose a Medical Record to Attach to a Consent Record
- Choose a Pharmacy
- Code Tables
- Choose Recipients
- Choose Report Parameter(s)
- Choose Type of Appointment
- Choose a Vaccine Lot
- ClearTriage
- Consent Record Types
- Consent/Directive Document
- Contact Manager
- Content Library Editor
- Contract Chooser
- Contact Finder
- Contracts for CPT
- Copy Appointment
- Correct Patient Vaccine Record
- Correspondents
- CPT-4: Physicians' Current Procedural Terminology, Fourth Edition
- Daysheet Log
- Demographic Analysis and Recall
- Department Management
- Developmental Milestones
- Developmental Milestones Choice List Map
- Diagnosis Code Management
- Diagnostic Test Name Information
- Diagnostic Test Requisition Form
- Diagnostic Test Result Answers
- Diagnostic Tests that Appear on School Forms
- Document Types and Categories
- E&M CPT Code Analysis of the Archive Transactions Table
- E-Prescriber Allergy Data: Map to Standard ICD9 Codes
- Edit Address
- Edit Archived Claim Transactions
- Edit a Checklist Task
- Edit Drug Details
- Edit Implantable Device
- Edit Vaccine
- Encounter Questions
- Encounter Summary Sheet
- Encounter Template Editor
- Enter Vaccine Administration Information
- ePrescribing Center
- eRx Refill Summary
- eRx Summary
- Medical Records
- Family Address Change
- Find Next Available Appointment Window
- General Letter
- General Note
- Growth Charts
- HIPAA Code Tables
- History of Vaccination Data Sent to Immunization Registry
- HL7 Diagnostic Test Utilities: Diagnostic Test Lookup Data Tables
- HL7 Error Log
- Immunization Order Management
- Immunization Quick Entry Chart
- Immunization Records: Transmittal Queue
- Immunization Registry Codes
- Implantable Devices Configuration
- Inactive Implantable Device
- Insurance Carrier Provider Information
- Insurance Contracts
- Insurance Payer Details
- Insurance Payers List
- Insurance Validation
- Laboratories and Hospitals
- Links
- Manage Care Plans
- Manage Documents (Image Acquisition)
- Manage Documents
- Medical Record Disclosure Tracking
- Medication Finder
- Message
- Message Center
- Modify Fee Schedules
- Monitor SQL
- New Insurance Contract
- New Vaccine
- Office Practicum Quality Improvement Calculator (QIC)
- OP Database Exporter v1.0
- OP Database Viewer
- OP Insights
- OP Reports
- Order Details
- Order Template for Phone Messages
- Order Worksheet
- Patient Chart: Allergies/Rxns
- Patient Chart: Asthma Plan Wizard
- Patient Chart: Care Plans
- Patient Chart: Charges
- Patient Chart: Claims
- Patient Chart: Consents and Directives
- Patient Chart: Credits
- Patient Chart: Developmental Milestones
- Patient Chart: Diagnostic Tests
- Patient Chart: Disclosures
- Patient Chart: Encounters
- Patient Chart: General Notes
- Patient Chart: History
- Patient Chart: Immunizations
- Patient Chart: Implantable Devices
- Patient Chart: Insurance
- Patient Chart: Medications
- Patient Chart: Messages
- Patient Chart: Overview
- Patient Chart: Payments
- Patient Chart: Problem List
- Patient Chart: Referrals/Transition
- Patient Chart: Risk Assessment
- Patient Chart: Statements
- Patient Chart: Surveys
- Patient Chart: Tasks
- Patient Chart: Vital Signs and Growth Measurements
- Patient Chart: Well Visits
- Patient Directory
- Patient Encounter: Allergy/Reaction
- Patient Encounter: Assess/Plan
- Patient Encounter: Care Plans
- Patient Encounter: CC/HPI/ROS
- Patient Encounter: Services and Procedure Coding
- Patient Encounter: Counseling/CoC
- Patient Encounter: Detail Exam
- Patient Encounter: Diagnostic Test Management
- Patient Encounter: Graphic
- Patient Encounter: History
- Patient Encounter: Immunization Chart
- Patient Encounter: Implantable Devices
- Patient Encounter: Medications
- Patient Encounter: Narrative Exam
- Patient Encounter: Plan/Orders
- Patient Encounter: Prior Notes
- Patient Encounter: Problem List
- Patient Encounter: Risk Assessment
- Patient Encounter: Summary
- Patient Encounter: Surveys
- Patient Encounter: Templates
- Patient Encounter: Visit Info
- Patient Encounter: Vital Signs and Growth Measurements
- Patient Information
- Patient's Checklist
- Patient's Credit Account
- Patient Medical Reports Manager
- Patient Message eXchange
- Patient Register Information Report
- Patient Chart: Family Contacts
- Patient Chart: Clinical Contacts
- Patient Chart: Miscellaneous Notes
- Patient Chart: Demographics
- Patient Chart: Privacy/Data Sharing
- Patient Rescheduling List
- Phrase Construction
- Place of Service
- Postal Zip Codes
- Preventive Exam: AG/Counseling
- Preventive Exam: Allergies
- Preventive Exam: Assessment
- Preventive Exam: Care Plans
- Preventive Exam: Coding
- Preventive Exam: Detailed Exam
- Preventive Exam: Development
- Preventive Exam: Diagnostic Tests
- Preventive Exam: Graphic
- Preventive Exam: History
- Preventive Exam: Immunizations
- Preventive Exam: Interval Hx
- Preventive Exam: Medications
- Preventive Exam: Prior Well Visits
- Preventive Exam: Problem List
- Preventive Exam: Risk Assessment
- Preventive Exam: School Exam
- Preventive Exam: Summary
- Preventive Exam: Surveys
- Preventive Exam: Templates Tab
- Preventive Exam: Visit Information
- Preventive Exam: Vital Signs and Growth Measurements
- Practices and Locations
- Prescription Writer
- Preventive Exam
- Privacy Consent
- Problem List
- Process the Daysheet
- Read IM
- Referral/Care Transition Details
- Referrals, Care Transitions, and Patient Letters
- Refuse/Defer Vaccine
- Report Criteria
- Report Printing Configurations
- Repository for Practice Administration Documents
- Requisition Details
- Result Details
- Risk Assessments Editor
- Calendar Schedule
- ePrescribing Center
- Clinical Work: Referrals
- Clinical Work: Surveys
- Tasks
- Clinical Work: Diagnostic Tests
- Clinical Work: Documents
- Clinical Work: Encounters
- Message Center
- Tracking Schedule
- Clinical Work: Well Visits
- Schedule Properties for Highlighted Calendar
- Schedule Report Options
- Schedule Templates Editor
- Search for Appointments
- Search for Documents
- Security Settings
- Send IM
- Setup Twain Devices
- Staff Directory
- Standard Reports
- Superbill: Pending Charges for Procedures
- Survey Administrator
- Survey Forms Explorer
- Synchronize Immunization Records
- System Preferences
- Update Insurance Contract
- Vaccine Code Table Details
- Vaccine Codes
- Vaccine Inventory
- Vaccine Inventory Forecast
- Vaccine Inventory Item Detail
- Vaccine Tracking
- Vaccine: Body Sites / Admin Routes / VIS Sheets
- VFC Immunization Analysis
- Vital Sign Table
- Well Visit Template Editor
- Who is Where
- Workgroup Administration
- Worksheet Builder
- Preventive Exam: Plan/Orders
- Customize Patient Care Plan
- Patient Chart: Documents
- Patient Chart: Medical Records
- Patient Chart: School and Camp Forms
- RCM Performance
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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?
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- Accounts Receivable Webinar
- Advanced Reporting Tools Webinar
- Best Practice Reporting Webinar
- Billing Contracts Webinar
- Billing Reports Webinar
- Block and Substitute Codes Webinar
- Billing Setup Webinar (Clean Claims Submission)
- Database Viewer and Excel Webinar
- How a Charge is Created for a Survey Performed Video
- How to do Balance Transfer from Legacy System Video
- Merchant Services for Billing Video
- Merchant Services for Front Desk Video
- OP Dashboards Webinar
- Posting Payer Payments Webinar
- Proof Patient Accounts Video
- Using Merchant Services with OP and Instamed Webinar
- Managing Your A/R in Tandem with Your Clearinghouse Video
- Auto-Posting Setup Video
- Run the Daysheet Video
- Check for Missing Charges Video
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- Add Addenda to Notes Video
- Add Same Day Sick to Well Visit Video
- Asthma Action Plan Webinar
- Changing Note Visibility Video
- Risk Assessment Video
- Clinical Workflow Webinar
- Default Template - 6 Months Video
- Encounter Templates - Adding Procedures Video
- From Visits to CPTs: Coding like a PROvider Webinar
- Gestational Age Video
- Print History Video
- Survey Alert Scoring Video
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- Add Diagnostic Test/Add a New In House Test Video
- Add/Modify Default Results Video
- Add Tests to In House Lab List Picklist Video
- Create Result Components Video
- Documenting a Diagnostic Test That Could Not Be Completed Video
- Lab Follow up Video
- Legacy Test Result Newborn Screen Video
- Link Results to a Test Video
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- CompletEPA(R) Electronic Prior Authorization | Surescripts Video
- Create Prescriptions for Approved Proxy Meds Video
- Dr. Sue Kressly Addresses ePrescribing Video
- ePA Basics Video
- ePA Tasks Video
- EPCS Menu Options Video
- EPCS: System Setup and User Management Video
- ePrescribing 10 6 Compliance in Office Practicum Video
- Pharmacy Favorites Video
- Prescribing with EPCS Video
- Medication Validation Video
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- Nurse Only Visits Flu Shots Video
- The Benefits of a Bidirectional Immunization Information System Video
- Vaccine Inventory GTIN Error Video
- Vaccine Barcoding Strategies and Training Video
- Vaccine Setup 101 Webinar
- Refuse Vaccine: Charting Workflow Video
- Refuse Vaccine: Complete List Video
- Defer Vaccine: Charting Workflow Video
- Defer Vaccine: Complete List Video
- Edit Vaccine from Complete List Video
- Enter Historic Vaccine (New) from Complete List Video
- Document an Immunity Video
- Document an Adverse Reaction Video
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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
- OP Notify Appointment Type Correction Video
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- OP Requirements for Portal Access Video
- Patient Portal: Flu Clinic Setup Video
- Patient Portal: Managing Features Video
- Patient Portal Tasks: Patient Education Video
- Patient Portal: Requests and Appointments Video
- Patient Portal: Send and Respond to Messages Video
- Sending Documents to Patient Portal Video
- Patient Portal: Setting Preferences Video
- Patient Portal Tasks: Surveys Video
- Preparing for the Portal Webinar
- Setting Up and Scheduling Flu Clinics With the Office Practicum Patient Portal Video
- CHADIS and Sending Orders to the Patient Portal Video
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- Add and Edit Appointment Types Video
- Add Departments Video
- Add New Front Desk Staff Video
- Add Mid-Level Provider Video
- Add New Provider Video
- Add Nurse Video
- Add Rooms Video
- Add Staff to Calendar View Video
- Create a Schedule With Slots and Copy Weeks Video
- Customize Display Preferences in Calendar View Video
- Database Viewer Webinar
- Front Desk: Password and Permissions Video
- Lab Facilities: Set Default Lab for Type Video
- Merging Duplicate Contacts Video
- Merging Duplicate Patients Video
- Mid Level Provider Info and eRx Video
- Mid Level Provider: Password and Permissions Video
- Modify Schedule With Existing Slots Video
- Nurse Password and Permissions Video
- Phrase Construction Webinar
- Practices and Locations Video
- Practice Setup: Staff, Providers and Calendars Webinar
- Provider Info and ERX Video
- Provider Password and Permissions Video
- Template Zones Video
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- Create a Patient Demographic List Video
- Clinical Recalls - Medications Video
- Demographic Analysis and Recall (DAR) Run Care Plan Recall Video
- Demographic Analysis and Recall (DAR) Run Recall Report for Labs Video
- Demographic Analysis and Recall (DAR) Run Vaccine Status Recall Video
- Demographic Analysis and Recall (DAR) Send Messages for Recall Video
- Demographic Analysis and Recall (DAR) Vaccines Given Report Video
- Demographic Analysis and Recall Webinar
- Medical Reports Webinar
- Print School Forms and Custom End Reports Video
- OP Superbill Report Video
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- A New Look for OP 19 Video
- Getting Started with OP 19 Video
- Key How To Steps OP 19 Video
- Personalize the Navigation Panel OP 19 Video
- Personalize Encounter Navigation Panel OP 19 Video
- Using Tabbed Interface and Multi-Patient Mode OP 19 Video
- Customize the Ribbon OP 19 Video
- Navigating OP 19 Webinar
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- Support Hours of Operation
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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
- Before Updating
- Downloading and Installing OPWebUpdate
- Updating the OP Web Updater
- Running WebUpdate
- Running Web Update OP 19
- Performing an OP Client-Server Risk Assessment
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- Cloud Maintenance
- Instamed Credit Card Swiper Configuration
- Remote Scan for Cloud
- Exporting 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?
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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
- OP Diagnostic Tests Import Training Video
- How do I Restart the Office Practicum Service?
- Capturing Screenshots and PHI
- How to Remove Spyware and Adware
- OP Services and Ports
- Dragon Dictation
- 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 14?
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What's New
Articles
Welcome to OP 19: Landing Page
OP 14.19.1 (OP 19) is live and provides a new look to your OP software. Along with a new look, functions have been moved for easier access while inside a patient's chart or when on the main OP screen. A ribbon will now be the central hub for all...
OP Release Feedback
This article is updated daily to include release-specific issues and available workarounds. Please refer to the release version tabs in the bottom of this list for resolution updates. To quickly find the text you want in this list: ...
- Office Practicum 14.9.32
- Office Practicum 14.9.31
- Office Practicum 14.9.30
- Office Practicum 14.9.29 (Cloud Only)
- Office Practicum 14.9.28
- Office Practicum 14.9.23
- Office Practicum 14.9.22
- IISKIT 14.11.04
- Office Practicum 14.9.21
- Office Practicum 14.9.20
- Office Practicum 14.9.19
- Office Practicum 14.9 General Availability Release
- IISKIT 14.11.01
- Office Practicum 14.8.38
- Office Practicum 14.8.36
- Office Practicum 14.8.34
- Office Practicum 14.8.32
- Office Practicum 14.8.30
- Office Practicum 14.8.28
- Office Practicum 14.8.24
- IISKIT 14.10.20
- Office Practicum 14.8.22
- Office Practicum 14.8.20
- Office Practicum 14.8.19
- Office Practicum 14.8.18
- IISKIT 14.10.19
- Office Practicum 14.8.16
- Office Practicum 14.8.15
- Office Practicum 14.8 General Availability Release
- Office Practicum 14.6.24
- Office Practicum 14.6.23
- Office Practicum 14.6.22
- Office Practicum 14.6.21
- Office Practicum 14.6.20
- Office Practicum 14.6.19
- Office Practicum 14.6.18
- Office Practicum 14.6.17
- Office Practicum 14.6.16
- IISKIT 14.10.10
- Office Practicum 14.6.15
- Office Practicum 14.6.13
- Office Practicum 14.6.12
- Office Practicum 14.6.5
- Office Practicum 14.6.3
- Office Practicum 14.6 General Availability Release