Add/Edit a Survey

Version 14.19

Overview

This section will introduce you to the section of the Preventive Exam where you can document surveys. You will be guided through the fields to easily review and document information.

Note: If surveys are submitted as tasks to be completed from the Tracking window, open the Task and proceed to Step 9.
  1. Click the Patient Chart button.
  2. Search for and select the patient.
  3. Click the Well Visits tab.
  4. Click the Start a New Note button.
  5. Click the Surveys tab. The survey window will display listing all prior surveys.

  1. To add a new survey, click the Add Survey button . The Survey Forms Explorer window will display.

  1. Click a folder located in the Categories panel. A list of surveys will display.

The folders listed in the Categories panel may be different if the practice has customized.

  1. Double-click the survey or highlight a survey and click the Select button.
  2. Complete the following information:
  • Informant: Click the dropdown arrow and select from the list.
  • (Optional) Visibility: Click the dropdown arrow and select from the list if the survey is restricted to a visibility level.
  • Admin by: Will default to the user completing the survey, to change click the dropdown arrow and select from the list.
  • Ordered by: Will default to the provider ordering the survey. If not ordered by a provider click the dropdown arrow and select from the list.

  1. Answer the questions associated with the selected survey.
  2. Click the Save button.

Edit Survey Answers

  1. Highlight the survey to make changes from the Survey tab.
  2. Click the Edit button.
  3. Select the question and click the dropdown arrow in the Answer field.

  1. Click the Save Changes button  or Cancel Changes button  to discard changes to the survey.
  2. If the survey was scored, click the Rescore button.

  1. Additional or optional fields that can be changed:
  • Assessment: Click the dropdown arrow and select from the list.
  • Notes: Type additional information in the Notes field related to the complete survey.
  • DX/DX Description: Click into the field and the dropdown arrow to change or add a diagnosis code.
  • Visibility: Click the dropdown arrow to change the current visibility level.

  1. Click the Save button.
Version 14.10

Overview

This section will introduce you to the section of the Preventive Exam where you can document surveys. You will be guided through the fields to easily review and document information.

Note: If surveys are submitted as tasks to be completed from the Tracking window, open the Task and proceed to Step 9.
  1. Click the Patient Chart button.
  2. Search for and select the patient.
  3. Click the Well Visits tab.
  4. Click the Start a New Note button.
  5. Click the Surveys tab. The survey window will display listing all prior surveys.

  1. To add a new survey, click the Add Survey button . The Survey Forms Explorer window will display.

  1. Click a folder located in the Categories panel. A list of surveys will display.

The folders listed in the Categories panel may be different if the practice has customized.

  1. Double-click the survey or highlight a survey and click the Select button.
  2. Complete the following information:
  • Informant: Click the dropdown arrow and select from the list.
  • (Optional) Visibility: Click the dropdown arrow and select from the list if the survey is restricted to a visibility level.
  • Admin by: Will default to the user completing the survey, to change click the dropdown arrow and select from the list.
  • Ordered by: Will default to the provider ordering the survey. If not ordered by a provider click the dropdown arrow and select from the list.

  1. Answer the questions associated with the selected survey.
  2. Click the Save button.

Edit Survey Answers

  1. Highlight the survey to make changes from the Survey tab.
  2. Click the Edit button.
  3. Select the question and click the dropdown arrow in the Answer field.

  1. Click the Save Changes button  or Cancel Changes button  to discard changes to the survey.
  2. If the survey was scored, click the Rescore button.

  1. Additional or optional fields that can be changed:
  • Assessment: Click the dropdown arrow and select from the list.
  • Notes: Type additional information in the Notes field related to the complete survey.
  • DX/DX Description: Click into the field and the dropdown arrow to change or add a diagnosis code.
  • Visibility: Click the dropdown arrow to change the current visibility level.

  1. Click the Save button.