We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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.