Creating New Surveys | Office Practicum Help Center

To create a new Survey:

From the Clinical tab, click the More button (Customize group) and select Surveys from the drop-down menu. The Survey Forms Explorer window is displayed.
Click the + (New) button in the top left corner of the window.
Click the OK button in the Confirmation pop-up box to confirm that once a survey has been administered, it can no longer be modified. A new Survey (questionnaire) window is displayed.

Survey Name	Name assigned to the Survey that identifies the information.
Source	Survey can be created within the database or pulled from an external source.
External Name	Auto-populates with the name of the survey pulled from the external source.
Description	For internal use.
Instructions	Visible if a parent takes the survey on the portal.
Default visibility	Make a selection to determine who will be able to see the current survey.
Alert type/Alert value	Once you have created and scored your survey questions, use these fields to have the system alert you if any scores fall above or below or certain value.
Equiv LOINC	Set a default LOINC code for any surveys that correspond to a lab with an identical LOINC code. (ie. a lead risk assessment and lead test would both have XLEAD as their LOINC code to satisfy the need for Lead on a Care Plan).
Default Dx	Diagnosis code associated with the entry of the survey. Used to automatically associate billing when the survey is complete.
Default CPT/Default Mod	CPT code and modifier associated with the entry of the survey. Used to automatically associate billing when the survey is complete.

Click the New button next to Questions to add a new survey question. The Question Properties window is displayed.

From the Define New Question tab, select the This question is required and cannot be skipped checkbox.

Text	Create a Text field that can be used for comments or entry to explain.
List	Create a list of option that can be selected for the Questions. May choose to allow single or multiple choice selections.
Integers	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.

Click the OK button when you are finished entering your Answer(s).
To add a second question, click the New button next to Questions again and repeat the above procedure.
To modify you can do the following:

Rearrange the position of the Questions by clicking the Up and Down buttons in the questions grid.
Review the answer type and format. Highlight the Question and click the Answer button. The Answer window is displayed.
Reviews the survey question by clicking the Test button in the questions grid.
Review the entire Survey by clicking the Test button in the Survey Forms Explorer window. The Answer Wizard (test mode) window is displayed. Select form mode test or grid mode test.

Note: To open the Survey Administrator Tool Bar: Click Utilities > Manage Clinical Features > Survey Administrator.

Survey Name	Name assigned to the survey that identifies the information.
Source	Survey can be created within the database or pulled from an external source.
External Name	Auto-populate with the name of the survey pulled from the external source.
Description	For internal use.
Instructions	Visible if a parent takes the survey on the portal.
Default visibility	Drop-down menu to restrict who will be able to see the current survey.
Alert type/Alert value	Once you have created and scored your survey questions, use these fields to have the system alert you if any scores fall above or below or certain value.
Equiv LOINC	Set a default LOINC code for any surveys that correspond to a lab with an identical LOINC code. (ie. a lead risk assessment and lead test would both have XLEAD as their LOINC code to satisfy the need for Lead on a Care Plan).
Default Dx	Diagnosis code to associated with the entry of the survey. Used to automatically associate billing when the survey is complete.
Default CPT/Default Mod	CPT code and modifier associated with the entry of the survey. Used to automatically associate billing when the survey is complete.

Click the Add button on the Survey Administration toolbar. The Question Properties window is displayed.

From the Define New Question tab, select the This question is required and can not be skipped checkbox.
Enter the Question in the question text field.
Click the Answer button.

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.

Click the OK button when you are finished entering your Answers.
To add a second Question, click the Add button on the Survey Administrator Toolbar and repeat the above procedure.
To make changes you can do the following:

Rearrange the position of the questions by clicking the Up and Down buttons on the Survey Administrator toolbar.
Review the answer type and format highlight the question and click the Answer button on the Survey Administrator toolbar.
The Answer window is displayed.
Reviews the Survey by clicking the on the Survey Administrator toolbar.
Review the Survey Test button on the Survey Administrator toolbar.
The Answer Wizard (test mode) window displays.
Select form mode test or grid mode test.

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