Billing for Surveys

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Version 14.19

Path: Clinical tab > More button (Customize group) > Surveys

1. Click a Survey to select it.
2. Click the Edit button.

1. If you bill for a survey, attach the CPT code:

• Click the Ellipses button in the Default CPT field: 
• Search for the CPT Code. 
• Click the Select button. 
• Click the Save button.

• When survey is marked Completed or Informed, it will be on the superbill.

A survey can be marked as Informed or Complete in two ways.  

• The first way is:
  • Click Surveys in the Main Navigation Bar.
  • Click the Review/Edit button. The Survey opens in the patient's chart and you can adjust the Status.

•  The second way is:
  • Within the patient chart, click Surveys. 
  • Click the drop-down arrow in the Status column.
  • Select Informed or Complete.

Version 14.10

Path: Utilities Menu > Manage Clinical Features > Survey Administrator > Open button (Keyboard Shortcut keys: [Alt][U][F][S])
Path: Smart Toolbar > Chart button > Surveys tab > + button

1. Select Survey.

1. If you bill for a survey, attach the CPT code.

• When survey is marked Completed or Informed, it will be on the superbill.

Note: Charge will only appear on superbill when survey is marked informed or complete.

A survey can be marked as informed or complete in two ways.  

• The first is through the F7 Schedule screen under the Surveys tab. By clicking on the Review/Edit button, the survey will open in the patient's chart where the status can be adjusted.

•  The second way is directly from the Surveys tab of the patient's chart.

In either case, Informed or Complete must be selected from the Status dropdown.