Opus Academy
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Learning Tracks
Learning Tracks
Getting to Know Opus
System Admins
Therapists
Nursing
How-To Videos
User Management
Patients
Appointments
Documentation
Billing
Features & Partners
Feature Highlights
Partners
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Opus Academy
Learning Tracks
Learning Tracks
Getting to Know Opus
System Admins
Therapists
Nursing
How-To Videos
User Management
Patients
Appointments
Documentation
Billing
Features & Partners
Feature Highlights
Partners
Learning Tracks
Choose your learning track based on your type of user and what's important to you.
Getting to Know Opus
How to Add a New Patient
How to Add Patient Insurance
How to Change a Patient's Status
How to Add Patient Allergies
How to Add Patient Contacts
How to Delete a Patient
How to Add an "Alert" for a Patient
How To Assign A "Badge"
How to Send Existing Documentation to a Patient's Portal or Relevant Contact Portal
How to Manage Already Shared Documentation with a Specific Portal Account
Assigning a Level of Care to a Day via Patient Calendar
Placing a Client in a Scheduled Group Session
Viewing a Document via the Patient Calendar
Auto Filling Approved Days via Patient Calendar
How to Sort Columns on the Document Archive
How to Create Documentation from the Document Archive
How to Find Documentation with an Effective Date in a Certain Time Frame
How to Review/Co-sign Multiple Documents at once
How to Share Documentation with the Patient
How to Tag Other Users on Documentation
How to Export a Document Report
How To Unlock A Completed Document
Group Creation And Group Notes Completion From The Group Screen
How to Place a Client in a Group from the Patient Calendar
How to Mark Attendance from the Schedule Screen
How to Mark Attendance from the Groups Module
How to Create/Edit Group Notes from the Groups Screen
How to Create/Edit Group Notes from the Schedule Screen
How to Add/Remove a Patient from an Existing Group in the Groups Screen
How to Add/Remove a Patient from an Existing Group in the Schedule Screen
How to Schedule Appointments
How to Set an Appointment as Recurring
How to Mark Patient Appointment Attendance
How to Change the Date and Time of a Scheduled Appointment
How to Access Documents Linked to a Service that has been provided in an Appointment
How to Grant a Patient, or Contact, Access to the Patient Portal
How to Access and Complete Forms in the Patient Portal
How to Share (to a patient or contact) Previous and Upcoming Appointments
How to Upload a Photo to a User's Profile
How to Readmit a Patient
A Patient's Guide to Completing Documentation Through the Patient Portal
How to Download Documentation in Bulk for a Patient
How to Add a Credit Card to the Patient Portal
See more
System Admins
How to Re-arrange Beds in Settings
How to Assign a User from the Case Load Screen
How to Add a Patient to a Case Role from the Case Load Screen
How to Remove a Patient from a Case Load on the Case Load Screen
How To Navigate The Billing Screen And Submit Charges
How to Create User Accounts
How to Delete a User's Account
How to Edit a User Account
How to Assign a Temporary Password for a User
How to Grant a User Access to Locations through User Settings
How to Enable a User's Access to Forms via Roles and Permissions Settings
How to Add a Provider
How to Add New Group Types
How to Send a Mass Message to the Patient Portal
See more
Therapists
How to Assign a Diagnosis Code to a Patient
How to Utilize Outcome Measurement Tools
Nursing
Adding Vitals to a Patient's Chart
Editing or Deleting Patient Vitals
Exporting Vital Signs
Adding a Vital Sign via the Settings Screen
How to View the Vital Sign Trend Chart
How to Add a New Scheduled Medication
How to Add a New PRN Medication
How to Update the Status of a Medication in MARS
See more
