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Complete a Survey

Version 20.4

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. Top 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 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 20.3

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 5.

Add a Survey

  1. From an open well visit note, click Surveys. The survey window lists all prior surveys.
  2. To add a new survey, click the New button
  3. Click a folder located in the Categories panel. A list of surveys is displayed.

Note: 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. Click the drop-down menu in the Informant field and select from the list
  3. To restrict who can view the survey, click the drop-down menu in the Visibility field and select from the list. The default is Any staff member.
  4. (Optional) To add a diagnosis to the survey, click the DX field and select from the list.
  5. (Optional) To add an assessment code, click into the Assessment field and begin entering text or click the drop-down menu and search.

Note: Some surveys may have the Assessment field populated with the Diagnosis code used for billing.

  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.
  3. Answer the questions associated with the selected survey.
  4. Click the Save button.

Edit Survey Answers

  1. From an open well visit note, click Surveys. The survey window is displayed listing all prior surveys.
  2. Highlight the survey to edit and click the Edit button .
  3. Select the question in the bottom panel, click the drop-down menu in the Answer field, and select from the list.

  1. Click the Save button .
  2. (Optional) If the survey was scored, click the Rescore button.
  3. Additional or optional fields that can be changed.
  • Assessment: Click the drop-down menu and select from the list.
  • Status: Click the drop-down menu and select from the list.

Note: If a CPT code is attached to the survey, the status must be set to Informed or Complete to pass to the electronic superbill.

  • Notes: Type additional information in the Notes field related to the complete survey.
  • DX Description: Click the field and click the drop-down menu to change or add a diagnosis code.
  • Visibility: Click the drop-down menu and select from the list to change the current visibility level.
  1. If there are any changes, click the Save button.