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Billing for Surveys

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.

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 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.