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.

CHADIS Complete a Survey without a Patient Portal Account

Version 14.19

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.

Version 14.10

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.