Billing for Surveys

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.