Creating New Surveys

Version 14.8
Note:  To open the Survey Administrator Tool Bar: Click Utilities > Manage Clinical Features > Survey Administrator.
  1. Open the Survey Administrator Toolbar.
  2. Click Create in the Survey Administrator Toolbar. A new survey (questionnaire) window opens.

  1. Enter information as follows: 

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

Will 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 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.


  1. Click the   button on the Survey Administration toolbar.


  1. The Question properties window displays.
  2. From the Define New Question tab select the checkbox at the top of the window if the question is required and cannot be skipped.

  1. Write the question in the Question text: field.
  2. 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.

  1. When finished entering your answer(s), click the OK button.
  2. To add a second question, click the  button on the Survey Administrator Toolbar and repeat the above procedure.
  3. To modify you can do the following:
  • Rearrange the position of the questions by using 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 displays.
  • 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.