{"id":48507,"date":"2024-06-27T11:35:15","date_gmt":"2024-06-27T15:35:15","guid":{"rendered":"https:\/\/ncope.org\/?post_type=docs&#038;p=48507"},"modified":"2024-06-27T11:48:43","modified_gmt":"2024-06-27T15:48:43","password":"","slug":"my-clinic-uses-opie-to-export-the-resident-report-to-upload-case-data-directly-into-ncope-tracker-why-would-the-opie-report-not-include-all-cases","status":"publish","type":"docs","link":"https:\/\/ncope.org\/index.php\/docs\/my-clinic-uses-opie-to-export-the-resident-report-to-upload-case-data-directly-into-ncope-tracker-why-would-the-opie-report-not-include-all-cases\/","title":{"rendered":"My Clinic Uses OPIE to Export the &#8220;Resident Report&#8221; to Upload Case Data Directly Into NCOPE Tracker, Why Would the OPIE Report Not Include All Cases?"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.25.2&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>1. It is important to recognize that OPIE is not a software platform owned or maintained by the NCOPE staff and that support for current software version of OPIE is best handled via <a href=\"https:\/\/www.opiesoftware.com\/user-toolbox\" target=\"_blank\" rel=\"noopener\">OPIE Software<\/a>.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>2. The OPIE &#8220;Resident Report&#8221; only works appropriately if the clinic uses an optimal workflow, particularly using OPIE Scheduler to identify the residents as an &#8220;Assistant&#8221; tied to their supervising mentor.\u00a0<\/p>\n<p>&#8211; If the resident is designated as the treating practitioner or has &#8220;their own WIP&#8221; then the &#8220;Resident Report&#8221; will not work.\u00a0<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.25.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>3. A recent resident created a video tutorial to demonstrate how to correct issues with how the OPIE scheduler is utilized to enable the cases to appear in the &#8220;Resident Report&#8221; generated by OPIE Reports.\u00a0 The video is embedded below.<\/p>\n<p>[\/et_pb_text][et_pb_video src=&#8221;https:\/\/youtu.be\/bsDrT8ORZuc?si=9k9suPfNCuZEk0N1&#8243; _builder_version=&#8221;4.25.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_video][et_pb_text _builder_version=&#8221;4.25.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>If the information on this page and tutorial do not correct issues with exporting case data, please do the following:<\/p>\n<p>1. Log cases manually using &#8220;<a href=\"https:\/\/ncope.org\/index.php\/docs\/how-do-i-enter-a-new-case-entry\/\">Create or Edit Data Set<\/a>&#8221;\u00a0<\/p>\n<p>2. Get input from OPIE Software if it is possible to use the optimal clinic workflow in OPIE Scheduler.\u00a0 If this is possible, given the way your clinic uses OPIE, the resident must log 100% of their cases manually using &#8220;Create or Edit Data Set&#8221; inside NCOPE Tracker.\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. It is important to recognize that OPIE is not a software platform owned or maintained by the NCOPE staff and that support for current software version of OPIE is [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<ol><li>It is important to recognize that OPIE is not a software platform owned or maintained by the NCOPE staff and that support for current software version of OPIE is best handled via <a href=\"https:\/\/www.opiesoftware.com\/user-toolbox\" target=\"_blank\" rel=\"noopener\">OPIE Software<\/a>.<\/li><\/ol>","_et_gb_content_width":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"doc_category":[348,345],"doc_tag":[295,300],"knowledge_base":[351],"class_list":["post-48507","docs","type-docs","status-publish","hentry","doc_category-tracker-director-mentor-resources","doc_category-tracker-resident-resources","doc_tag-tracker-res-faculty","doc_tag-tracker-for-res","knowledge_base-residency-knowledge-base"],"year_month":"2026-04","word_count":343,"total_views":"504","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Chris Robinson","author_nicename":"admin","author_url":"https:\/\/ncope.org\/index.php\/author\/admin\/"},"doc_category_info":[{"term_name":"NCOPE Tracker - Director\/Mentors Resources","term_url":"https:\/\/ncope.org\/index.php\/ncope-knowledge-base\/residency-knowledge-base\/tracker-director-mentor-resources\/"},{"term_name":"NCOPE Tracker - Resident Resources","term_url":"https:\/\/ncope.org\/index.php\/ncope-knowledge-base\/residency-knowledge-base\/tracker-resident-resources\/"}],"doc_tag_info":[{"term_name":"NCOPE Tracker for Directors and Mentors","term_url":"https:\/\/ncope.org\/index.php\/docs-tag\/tracker-res-faculty\/"},{"term_name":"NCOPE Tracker for Residents","term_url":"https:\/\/ncope.org\/index.php\/docs-tag\/tracker-for-res\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>My Clinic Uses OPIE to Export the &quot;Resident Report&quot; to Upload Case Data Directly Into NCOPE Tracker, Why Would the OPIE Report Not Include All Cases? - The National Commission on Orthotic and Prosthetic Education<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ncope.org\/index.php\/docs\/my-clinic-uses-opie-to-export-the-resident-report-to-upload-case-data-directly-into-ncope-tracker-why-would-the-opie-report-not-include-all-cases\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"My Clinic Uses OPIE to Export the &quot;Resident Report&quot; to Upload Case Data Directly Into NCOPE Tracker, Why Would the OPIE Report Not Include All Cases? - The National Commission on Orthotic and Prosthetic Education\" \/>\n<meta property=\"og:description\" content=\"1. 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