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Changing Questions on a Survey

Version 14.19
Utilities > Manage Clinical Features > Survey Administrator

Survey questions can be changed or deleted prior to using the survey for a patient. If the survey has been used on any patient, you must export the survey and import it back into your Office Practicum to be able to make any changes to it.

Change a Survey Question

  1. Open the Survey Administrator.

  1. The survey administrator toolbar displays.
  2. Click on the Open button on the survey administrator toolbar.

  1. The Survey Forms Explorer window displays with the Root category and surveys visible.

  1. To edit a question within a survey, highlight the survey to change.
  2. Click the Select button.

  1. The survey window displays
  2. Highlight the question to change, click the Edit button. 

  1. The Question Properties window displays.

  1. To make changes to the wording of a question click into the Question text field.
  2. To change the structure or information in the answer, click the Answer button.
  3. The Answer properties window displays.
  4. Answer properties listed below.
Property
Description
Text
Create a text field that can be used for comments or entry to explain.
List
Create a list of choices that can be selected for the questions. May choose to allow single or multiple choice selections.
Integers
Answer used to set a numeric answer to the question.
Chars
Answer used to set an alpha character to the question.
Boolean
Boolean answers are used to set a value to an assumed yes/no or true/false response.
Date/Time
Answer will be entered as a date.
Masked Edit
Set the answer to a preset value such as the entry of a phone number.
  1. Click the OK button to save the changes.

Delete a Survey Question

  1. To delete a survey question, highlight the survey.
  2. Click the Edit button.
  3. Highlight the question to remove.
  4. Click the Delete button on the survey toolbar.

  1. Confirm dialog box displays.

  1. Click OK to delete or No to go back to the survey question list.

DELETE CAUTION: There are several Delete buttons on the survey toolbar, the first button will delete the survey. Please be careful in selecting the correct button.
Version 14.10
Utilities > Manage Clinical Features > Survey Administrator

Survey questions can be changed or deleted prior to using the survey for a patient. If the survey has been used on any patient, you must export the survey and import it back into your Office Practicum to be able to make any changes to it.

Change a Survey Question

  1. Open the Survey Administrator.

  1. The survey administrator toolbar displays.
  2. Click on the Open button on the survey administrator toolbar.

  1. The Survey Forms Explorer window displays with the Root category and surveys visible.

  1. To edit a question within a survey, highlight the survey to change.
  2. Click the Select button.

  1. The survey window displays
  2. Highlight the question to change, click the Edit button. 

  1. The Question Properties window displays.

  1. To make changes to the wording of a question click into the Question text field.
  2. To change the structure or information in the answer, click the Answer button.
  3. The Answer properties window displays.
  4. Answer properties listed below.
Property
Description
Text
Create a text field that can be used for comments or entry to explain.
List
Create a list of choices that can be selected for the questions. May choose to allow single or multiple choice selections.
Integers
Answer used to set a numeric answer to the question.
Chars
Answer used to set an alpha character to the question.
Boolean
Boolean answers are used to set a value to an assumed yes/no or true/false response.
Date/Time
Answer will be entered as a date.
Masked Edit
Set the answer to a preset value such as the entry of a phone number.
  1. Click the OK button to save the changes.

Delete a Survey Question

  1. To delete a survey question, highlight the survey.
  2. Click the Edit button.
  3. Highlight the question to remove.
  4. Click the Delete button on the survey toolbar.

  1. Confirm dialog box displays.

  1. Click OK to delete or No to go back to the survey question list.

DELETE CAUTION: There are several Delete buttons on the survey toolbar, the first button will delete the survey. Please be careful in selecting the correct button.