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.

Creating New Surveys

Version 14.19
Note:  To open the Survey Forms Explorer, navigate to the Clinical tab > More button (Customize group) > Surveys button.
  1. The Survey Forms Explorer window opens.
  2. Click New. A new survey (questionnaire) window opens. (Click OK through the advisory that once a survey has been administered, it can no longer be modified.)

  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 New next to Questions to add a new survey question.  

  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 New next to Questions again 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 in the questions grid.
  • Review the answer type and format. Highlight the question and click the Answer button. The Answer window displays.
  • Reviews the survey question by clicking on Test in the questions grid.
  • Review the entire survey by clicking on Test in the Survey Forms Explorer window. The Answer Wizard (test mode) window displays. Select form mode test or grid mode test. 
Version 14.10
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.