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- New Help Center Articles
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- Office Practicum 14.19.12 (OP19) Release Notes
- Office Practicum 14.19.11 (OP19) Release Notes
- Office Practicum 14.19.10 & 20.0.0 Metadata Release Notes
- Office Practicum 14.19.10 (OP19) Release Notes
- Office Practicum 14.19.9 (OP19) Release Notes
- Office Practicum 14.19.8 (OP19) Release Notes
- Office Practicum 14.19.7 (OP19) Release Notes
- Office Practicum 14.19.6 (OP19) Release Notes
- Office Practicum 14.19.5 (OP19) Release Notes
- Office Practicum 14.19.4 (OP19) Release Notes
- Office Practicum 14.19.3 (OP19) Release Notes
- Office Practicum 14.19.2 (OP19) Release Notes
- Office Practicum 14.19.1 (OP19) General Availability Release Notes
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- Office Practicum 14.10.13 (On Premise Only) Release Notes
- Office Practicum 14.10.12 Release Notes
- Office Practicum 14.10.10 Release Notes
- Office Practicum 14.10.9 (On Premise Only) Release Notes
- Office Practicum 14.10.8 (On Premise Only) Release Notes
- Office Practicum 14.10.6 (On Premise Only) Release Notes
- Office Practicum 14.10 General Availability Release Notes
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- Office Practicum 14.9.32 Release Notes
- Office Practicum 14.9.31 Release Notes
- Office Practicum 14.9.30 Release Notes
- Office Practicum 14.9.29 (Cloud Only) Release Notes
- Office Practicum 14.9.28 Release Notes
- Office Practicum 14.9.23 Release Notes
- Office Practicum 14.9.22 Release Notes
- IISKIT 14.11.04 Release Notes
- Office Practicum 14.9.21 Release Notes
- Office Practicum 14.9.20 Release Notes
- Office Practicum 14.9.19 Release Notes
- Office Practicum 14.9 General Availability Release Notes
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- IISKIT 14.11.01 Release Notes
- Office Practicum 14.8.38 Release Notes
- Office Practicum 14.8.36 Release Notes
- Office Practicum 14.8.34 Release Notes
- Office Practicum 14.8.32 Release Notes
- Office Practicum 14.8.30 Release Notes
- Office Practicum 14.8.28 Release Notes
- Office Practicum 14.8.24 Release Notes
- IISKIT 14.10.20 Release Notes
- Office Practicum 14.8.22 Release Notes
- Office Practicum 14.8.20 Release Notes
- Office Practicum 14.8.19 Release Notes
- Office Practicum 14.8.18 Release Notes
- IISKIT 14.10.19 Release Notes
- Office Practicum 14.8.16 Release Notes
- Office Practicum 14.8.15 Release Notes
- Office Practicum 14.8 General Availability Release Notes
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- Office Practicum 14.6.24 Release Notes
- Office Practicum 14.6.23 Release Notes
- Office Practicum 14.6.22 Release Notes
- Office Practicum 14.6.21 Release Notes
- Office Practicum 14.6.20 Release Notes
- Office Practicum 14.6.19 Release Notes
- Office Practicum 14.6.18 Release Notes
- Office Practicum 14.6.17 Release Notes
- Office Practicum 14.6.16 Release Notes
- IISKIT 14.10.10 Release Notes
- Office Practicum 14.6.15 Release Notes
- Office Practicum 14.6.13 Release Notes
- Office Practicum 14.6.12 Release Notes
- Office Practicum 14.6.5 Release Notes
- Office Practicum 14.6.3 Release Notes
- Office Practicum 14.6 General Availability Release Notes
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- 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
- Connecting 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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- Viewing the Billing Status on the 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
- 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
- Processing e-Bill Adjudications for Interest Payments
- Adjudications that have been Manually Posted to an Account
- 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
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- Process Claim Acknowledgements
- Accounts Receivable Navigation
- The Different Claim Stages
- Working A/R
- Make a Claim Note
- Create a Billing Task
- Correcting Claims
- Change Insurance on Individual Transactions (Daysheeted Claims)
- Send Claims Back to the Transmittal Queue
- Void a Claim
- Printing from the Disclosures Tab for Proof of Timely Filing
- Patient Statement Setup
- Print 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
- 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
- Viewing Previously Sent Statements/Statement Files
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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
- Updating 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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- Scanning Insurance Cards
- Scanning a New Document
- Review Documents Assigned To An Inactive Provider
- Capturing and Scanning Photo IDs
- Document Management Item Types and Reference
- Link a Scan to Labs
- Linking 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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- 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
- CQM Calculations
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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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- 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
- Change Request Generic Substitution
- Specifying a Generic Medication
- Using the Liquid Dose Calculator
- Sending a Prescription
- Cancel an Electronic Prescription
- Change Request Prior Authorization
- Change Request Therapeutic Interchange
- NCPDP Medication Unit Changes and Crosswalk
- 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
- 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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- Promoting Interoperability (MU Stage 3) Learning Resource New
- 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
- InteliChart: 2015 ONC Stage 3 ACI Details Report
- InteliChart: ONC 2015 Report Logic - Workflow
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- Message Module Basics
- Create a Message
- Respond to a Message as the Only Recipient
- Responding 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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- Former Portal: Welcome to the OP Patient Portal
- Former Portal: Portal Readiness Checklist and Marketing Resources
- Former Portal: Patient Portal 101
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- Former Portal: OP 14 Applications in the OP Patient Portal
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- Former Portal: OP Patient Portal Applications: Patients
- Former Portal: OP Patient Portal Applications: Patients -- Administration
- Former Portal: OP Patient Portal Applications: Patients -- Application Usage
- Former Portal: Patient Portal Applications: Patients -- Background Information
- Former Portal: OP Patient Portal Applications: Patients -- Payments on the OP Patient Portal
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- Former Portal: OP Patient Portal Applications: Forms
- Former Portal: OP Patient Portal Applications: Forms -- Administration
- Former Portal: OP Patient Portal Applications: Forms -- Application Usage
- Former Portal: OP Patient Portal Applications: Forms -- Background Information
- Former Portal: Send a Form to the Patient Portal
- Former Portal: Send an Asthma Action Plan to the Patient Portal
- Former Portal: OP Patient Portal Applications: Insurance Carriers
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- Former Portal: OP Patient Portal Applications: Register Family
- Former Portal: OP Patient Portal Applications: Register Family -- Administration
- Former Portal: OP Patient Portal Applications: Register Family -- Application Usage
- Former Portal: OP Patient Portal Applications: Register Family -- Background Information
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- Former Portal: OP Patient Portal Applications: Tasks
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Educational Resources
- Former Portal: OP Patient Portal Applications: Tasks -- Adding Resources Using the OP Patient Portal -- Making a Handout Appear on the OP Patient Portal for a Patient
- Former Portal: OP Patient Portal Applications: Tasks -- Application Usage
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- Former Portal: OP Patient Portal Applications: Update Contact Information
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Administration
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Application Usage
- Former Portal: OP Patient Portal Applications: Update Contact Information -- Background Information
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- Former Portal: OP Patient Portal Applications: Visit History
- Former Portal: OP Patient Portal Applications: Visit History -- Administration
- Former Portal: OP Patient Portal Applications: Visit History -- Application Usage
- Former Portal: OP Patient Portal Applications: Visit History -- Background Information
- Former Portal: OP Patient Portal Applications: Medications Refill
- Former Portal: OP Patient Portal Applications: Notifications
- Former Portal: OP Patient Portal Applications: Problem List
- Former Portal: OP Patient Portal Applications: Records Request
- Former Portal: OP Patient Portal Applications: Update Patient
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- Former Portal: OP Patient Portal: Glossary
- Former Portal: OP Patient Portal: Glossary -- Active Patient
- Former Portal: OP Patient Portal: Glossary -- Application
- Former Portal: OP Patient Portal: Glossary -- Extended Demographics
- Former Portal: OP Patient Portal: Glossary -- Message-Based Application
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- Former Portal: How Can We Change the Parent's OP Patient Portal Email?
- Former Portal: How Do I Reset an OP Patient Portal Password?
- Former Portal: Why Can't Parents View Their Child(ren) on the OP Patient Portal?
- Former Portal: My Flu Clinic Is Not Working
- Former Portal: How Can Parents Make Payments on the OP Patient Portal?
- Former Portal: How can a practice delete an email address linked between OP 14 and the patient portal?
- Former Portal: Differences If Not Using OP's Practice Management System
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- Former Portal: Privacy and the OP Patient Portal
- Former Portal: Allergies (Privacy)
- Former Portal: Problem List (Privacy)
- Former Portal: Diagnostic Tests (Privacy)
- Former Portal: Medications (Privacy)
- Former Portal: Messages (Privacy)
- Former Portal: Sick Visits (Privacy)
- Former Portal: Well Visits (Privacy)
- Former Portal: Patient Medical Record (Privacy)
- Former Portal: Portal: Visit History - Administration (Privacy)
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- OP Patient Portal Upcoming Features
- OP Patient Portal Upcoming Features: Interim Solutions
- OP Patient Portal Permission Map
- OP Patient Portal: Out-of-the-Box Configuration
- OP Patient Portal Features
- Appointment Type Cleanup for OP Patient Portal Readiness
- Understanding PIN Generation
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- Generate a Patient Portal PIN From OP (Easy Button)
- Issue a Patient Registration PIN from the Appointment List (Practice Portal)
- Issue a Patient Registration PIN from Patient Administration (Practice Portal)
- Register a Patient While in the Office (With a PIN) New
- Register a Patient While in the Office (Without a PIN) New
- Authenticate Patients Registered Without a PIN New
- Remove Access to a Patient Portal Account New
- Request Bulk PIN Generation
- Add a Proxy to a Patient's Portal Account
- How Clinical Data Flows to the OP Patient Portal
- OP Patient Portal: Assign Permission to Manage Messages From InteliChart Portal
- OP Patient Portal (InteliChart) Message Workflow
- OP Patient Portal (InteliChart) FAQs
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- OP Practice Portal: Start Here Quick Reference Guide
- OP Patient Portal Parent Experience: Complete Registration With a PIN QRG New
- OP Patient Portal: Patient Registration Workflows QRG
- OP Practice Portal: Reports QRG
- OP Practice Portal: Configuration QRG
- OP Practice Portal: Patient Interface Configuration QRG
- OP Patient Portal Parent Experience: Register Without a PIN QRG New
- OP Patient Portal: Patient Education Workflow
- OP Patient Portal Appointment Requests - Temporary Solutions
- Navigating the Practice Portal New
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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
- Modify a Schedule Using Slots
- Add to or Edit a Code Table
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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
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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
- Clipping and Saving 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
- Adding and Editing Appointments
- Adding and Editing Charges
- Adding an Implantable Device
- Adding 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
- Calendar Schedule
- 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
- Clinical Work: Diagnostic Tests
- Clinical Work: Documents
- Clinical Work: Encounters
- Clinical Work: Referrals
- Clinical Work: Surveys
- Clinical Work: Well Visits
- 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
- 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 Records
- 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: Clinical Contacts
- Patient Chart: Consents and Directives
- Patient Chart: Credits
- Patient Chart: Demographics
- Patient Chart: Developmental Milestones
- Patient Chart: Diagnostic Tests
- Patient Chart: Disclosures
- Patient Chart: Encounters
- Patient Chart: Family Contacts
- 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: Miscellaneous Notes
- 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: Privacy/Data Sharing
- Patient Rescheduling List
- Phrase Construction
- Place of Service
- Postal Zip Codes
- Well Visit: Anticipatory Guidance/Counseling
- Well Visit: Allergies
- Well Visit: Assessment
- Preventive Exam: Care Plans
- Well Visit: Coding
- Well Visit: Detail Exam
- Well Visit: Development
- Well Visit: Diagnostic Tests
- Well Visit: Graphic
- Well Visit: History
- Well Visit: Immunizations
- Well Visit: Interval History
- Well Visit: Medications
- Preventive Exam: Prior Well Visits
- Well Visit: Problem List
- Well Visit: Risk Assessment
- Well Visit: School Exam
- Well Visit: Summary
- Well Visit: Surveys
- Preventive Exam: Templates Tab
- Well Visit: Visit Information
- Well Visit: 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
- Tasks
- Tracking Schedule
- 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
- CDA Export
- Add CDA Export
- Customize CDA
- eRx Change Summary
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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?
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- Why are parents receiving unexpected email notifications?
- How do I activate my OP Patient Portal account?
- 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?
- If my practice uses OP Notify, will I get a new login for the Practice Portal?
- What is the difference between Web-Based and Mobile App under Calendar Settings?
- 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 do I find the mobile app for the portal?
- What are the supported browsers and Operating Systems used with InteliChart?
- How long will the old portal be available to parents?
- 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?
- Can I access my old portal with the Easy Button in OP?
- 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?
- Do all patients need to be registered on the InteliChart portal?
- Can I create custom Message Groups?
- When a parent self-registers, will he/she receive a notification when the child has been authenticated?
- Can a parent get access to their child's portal if the patient is over 18?
- 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?
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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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- 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
- Approaching Care Plans
- 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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- 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
- Running Web Update OP 20
- 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
- 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
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.
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