Complete a Survey

Version 20.12

Overview

Surveys can be added, edited, and completed from within a visit note or from the Survey section in the Patient Chart.

Add a Survey

  1. From an open Well or Encounter note or Patient Chart, click Surveys.
  2. Click the New button to open the Survey Forms Explorer window.
  3. Select a folder located in the Categories panel. A list of surveys is displayed.

  1. To open a survey, double-click it or select it and click the Select button.
  2. Complete the below information.
  1. Click the drop-down in the Informant field and select from the list.
  2. (Optional) To change the status, click the drop-down in the Status field and select from the list. The default status is Received.
  3. To restrict who can view the survey, click the drop-down in the Visibility field and select from the list. The default is Any staff member.
  4. (Optional) To add an assessment, click the drop-down in the Assessment field and select from the list.
  5. (Optional) To add a diagnosis to the survey, click the drop-down in the DX field to open the Diagnosis search window.

NoteSome surveys may have the diagnosis code, used for billing, associated with the survey. If the survey contains a diagnosis code, it will display in the DX field when completing the survey.

  1. The Admin by field defaults to the user completing the survey. To update it, click the drop-down menu and select from the list.
  2. The Ordered by field defaults to the provider ordering the survey. To update it, click the drop-down menu and select from the list.
  1. Answer the questions associated with the selected survey.
  2. Click the Save button.

Edit Survey Answers

  1. From an open Well or Encounter note or Patient Chart, click Surveys
  2. To modify answers, select the survey and click the Edit button.
  3. Select the question and use the Answer drop-down to choose an answer. Repeat the step for additional changes.

  1. Click the Save button.
  2. If the survey is scored, click the Rescore button.

Complete a Survey

Portal Note: Internal OP Surveys completed on the portal are received in OP with a score of -1. This indicates to the provider that the Survey needs to be rescored. To rescore the Survey, select the Survey and click the Rescore button. The Survey is scored according to the rules in OP and the new score is displayed.

  1. From an open Well or Encounter note or Patient Chart, click Surveys.
  2. Select a survey and click the Edit button.
  3.  Complete the following fields:
  • Assessment: Click the drop-down and select from the list. Once the assessment is selected, the Review Dt and By fields are updated.
  • Status: Click the drop-down and select from the list. To finalize the survey, select Informed or Complete.

NoteIf a CPT code is attached to the survey for billing, the status must be set to Informed or Complete to pass to the electronic superbill.

  1. (Optional) Enter additional information, such as:
  • Notes: Click into the Notes field or use Phrase Construction to add additional information.
  • Dx: The diagnosis code populates the field if entered when completing the survey, or if it is attached to the survey.
  • Visibility: Click the drop-down menu and select from the list to change the current visibility level.
  1. Click the Save button.

Version 20.11

Overview

This section will introduce you to documenting surveys from within a note or from the Survey tab of a patient chart. You will be guided through the fields to easily review and document information.

Add a Survey

  1. From an open Well or Encounter note or Patient Chart, click Surveys.
  2. Click the New button to open the Survey Forms Explorer window.
  3. Select a folder located in the Categories panel. A list of surveys is displayed.

  1. To open a survey, double-click it or select it and click the Select button.
  2. Complete the below information.
  1. Click the drop-down in the Informant field and select from the list.
  2. (Optional) To change the status, click the drop-down in the Status field and select from the list. The default status is Received.
  3. To restrict who can view the survey, click the drop-down in the Visibility field and select from the list. The default is Any staff member.
  4. (Optional) To add an assessment, click the drop-down in the Assessment field and select from the list.
  5. (Optional) To add a diagnosis to the survey, click the drop-down in the DX field to open the Diagnosis search window.

Note: Some surveys may have the Diagnosis code, used for billing, associated to the survey. If the survey contains a Diagnosis code it will display in the DX field when completing the survey.

  1. The Admin by field defaults to the user completing the survey. To update it, click the drop-down menu and select from the list.
  2. The Ordered by field defaults to the provider ordering the survey. To update it, click the drop-down menu and select from the list.
  1. Answer the questions associated with the selected survey.
  2. Click the Save button.

Edit Survey Answers

  1. From an open Well or Encounter note or Patient Chart, click Surveys
  2. To change answers, select the survey and click the Edit button.
  3. Select the question and use the Answer drop-down to choose an answer. Repeat the step for additional changes.

  1. Click the Save button.
  2. If the survey is scored, click the Rescore button.

Complete a Survey

  1. From an open Well or Encounter note or Patient Chart, click Surveys.
  2. Select a survey and click the Edit button.
  3.  Complete the following fields:
  • Assessment: Click the drop-down and select from the list. Once the assessment is selected, the Review Dt and By fields are updated.
  • Status: Click the drop-down and select from the list. To finalize the survey, select Informed or Complete.

NoteIf a CPT code is attached to the survey for billing, the status must be set to Informed or Complete to pass to the electronic superbill.

  1. (Optional) Enter additional information, such as:
  • Notes: Click into the Notes field or use Phrase Construction to add additional information.
  • Dx: The diagnosis code populates the field if entered when completing the survey, or if it is attached to the survey.
  • Visibility: Click the drop-down menu and select from the list to change the current visibility level.
  1. Click the Save button.