Version 20.11

About

At times it may be necessary for a parent/patient, who does not wish to create a portal account, to complete a CHADIS survey. In addition, a practice may wish to defer the Patient Portal setup, in the office during a visit, in an effort to streamline workflow. In these instances, the parent/patient will register in CHADIS and complete the survey during the visit. There are two methods to accomplish completing a survey:

The below instructions will walk you through accessing the workflow using the Waiting Room Login Switch or the Waiting Room Device Switch. When using the Waiting Room login switch, a portable device such as a tablet or laptop is required. The device should be connected to Wifi and CHADIS should be accessible. You would not use this device to log in to OP and access patient data since you will be handing it to the parent or patient. The Waiting Room Device Switch would create a QR code to allow a parent/patient to use another mobile device.

Complete a CHADIS Survey from a Template Task

1. From the Tracking window, double-click on the survey task to start the process.
2. The CHADIS page will open for the Respondent, log out of CHADIS.
3. From a portable device, open a web browser window and access the CHADIS site. 
4. Log into CHADIS using the practice user name and password
5. Click the Clinicians box.

1. Log into CHADIS using the practice user name and password.
2. Search for the patient using the Waiting Room feature.
3. Click the magnifying glass next to the correct patient. The Switch to a Respondent User window displays.
4. Click the Login Switch or Device Switch button next to the person completing the survey.
5. If the parent/patient is not in the respondent list, follow the steps below.

1. Click the New button on the Switch to a Respondent User window, the New Respondent window opens.
2. Enter the respondents' first and last names.
3. Click the drop-down in the Relationship field and select from the list.
4. Click the Continue button.
5. Select the switch option.

• Login Switch

1. Click the Login Switch button.
2. Click the Continue button.
3. Hand the device to the parent/patient.

• Device Switch

1. Click the Device Switch button.
2. The parent/patient will scan the QR code with their mobile device.
3. CHADIS will open in another window to complete the survey.

1. A list of surveys will display, click the Begin button to start a survey. 
2. When complete with the survey, click the  Send button.

1. Return to OP and click the Patient Chart button.
2. Search for and select the patient.
3. Click the Surveys tab, the survey will display in the survey window for review.

Complete a CHADIS Survey Creating the Task

1. Click the Patient Chart button and search for and select the patient.
2. Click the Tasks button.
3. Click the New Order button. The Order Worksheet window will open.
4. Click the Survey tab.
5. In the Survey Name field, click the drop-down arrow or begin typing the name of the survey and select.
6. (Optional) If more than one survey, repeat the above step.
7. Once all surveys have been selected, click the Create button to create the task for the survey order.

1. Double-click the survey name to start the process.
2. The CHADIS page will open for the Respondent, log out of CHADIS.
3. From a portable device, open a web browser window and access the CHADIS site. 
4. Log into CHADIS using the practice user name and password
5. Click the Clinicians box.

1. Search for the patient using the Waiting Room feature.
2. Click the magnifying glass next to the correct patient. The Switch to a Respondent User window displays.
3. Click the Login Switch or Device Switch button next to the person completing the survey.
4. If the parent/patient is not in the respondent list, follow the steps below.

1. Click the New button on the Switch to a Respondent User window, the New Respondent window opens.
2. Enter the respondents' first and last names.
3. Click the drop-down in the Relationship field and select from the list.
4. Click the Continue button.
5. Select the switch option.

• Login Switch

1. Click the Login Switch button.
2. Click the Continue button.
3. Hand the device to the parent/patient.

• Device Switch

1. Click the Device Switch button.
2. The parent/patient will scan the QR code with their mobile device.
3. CHADIS will open in another window to complete the survey.

1. A list of surveys will display, click the Begin button to start a survey. 
2. When complete with the survey, click the  Send button.

1. Return to OP and click the Patient Chart button.
2. Search for and select the patient.
3. Click the Surveys tab, the survey will display in the survey window for review.

Version 20.0

Overview

At times it may be necessary for a parent, who does not wish to create a portal account, to complete a CHADIS survey. In those instances the parent will register in CHADIS and complete the survey during the visit. There are two methods to accomplish completing a survey:

• Complete a CHADIS Survey from a Template Task
• Complete a CHADIS Survey Creating the Task

Complete a CHADIS Survey from a Template Task

To complete a CHADIS Survey from a Template Task:

1. From the Tracking window, double-click on the survey task to start the process.
2. An information window opens, click the X to close (do not click OK or Cancel).
3. Open a web browser window and access the CHADIS site. Click here to link to the CHADIS site.
4. Click the Clinicians box.

1. Log into CHADIS using the practice user name and password.
2. Type the patient name in the Search Waiting Room field and press Enter or Go.
3. Click the magnifying glass next to the correct patient. The Switch to a Respondent User window displays, click the Login Switch button next to the parent completing the survey.

Note: If the person taking the survey is not listed as a Respondent, click Create New and enter the information. Once all the information is complete on the New Respondent window, click Continue. The Respondent will agree to the terms of CHADIS, enter their name, and click Go.

1. A list of surveys will display. The parent selects a survey, completes it, and then clicks Send it, I'm Done.
2. Return to OP and click the Chart button on the Smart Toolbar.
3. Search for and select the patient.
4. Click the Surveys tab.
5. Click the Fetch External button.

Complete a CHADIS Survey Creating the Task

1. Click the Chart button on the Smart Toolbar.
2. Search for and select the patient.
3. Click the Tasks tab.
4. Click the + Orders button. The Order Worksheet window will open.

1. Click the Survey tab.
2. Under Survey Name, click where instructed to "Click here to order another survey".
3. Select the Survey Name using the dropdown arrow.
4. Click the Create survey ordersbutton to create the task for the survey order.

1. Double-click the survey name to start the process.
2. An information window opens, click the X to close (do not click OK or Cancel).
3. Open a web browser window and access the CHADIS site. Click here to link to the CHADIS site.
4. Click the Clinicians box.

1. Log into CHADIS using the practice user name and password.
2. Type the patient name in the Search Waiting Room field and press Enter or Go.
3. Click the magnifying glass next to the correct patient. The Switch to a Respondent User window displays, click the Login Switch button next to the parent completing the survey.

Note: If the person taking the survey is not listed as a Respondent, click the Create New and enter the information. Once all information is complete on the New Respondent window, click Continue. The Respondent will agree to the terms of CHADIS and enter their name and click Go.

1. A list of surveys will display. The parent selects a survey, completes it, and then clicks Send it, I'm Done.
2. Return to OP and click the Chart button on the Smart Toolbar.
3. Search for and select the patient.
4. Click the Surveys tab.
5. Click the Fetch External button.