Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Billing for Surveys

Version 14.19
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. 

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.