Modifying an Existing Survey

Version 14.8

Once a survey has been administered to a patient in your practice, the content of that survey can no longer be modified, as the survey has been cross-linked with an individual's database.
  1. Open the Survey Administration Tool Bar
  2. Click the Open button in the Survey Administration Toolbar. The Survey Forms Explorer will open, listing all available surveys. 
  3. Locate and double-click on the survey you would like to edit. The survey will open in a new window. 
  4. At the top of the survey form, you can make changes to the survey information, including the survey name, description, visibility level, and add or edit a Score Alert. 
  5. To make changes to a question:
  1. Click to highlight the question you would like to edit, then click the Edit button in the Survey Administration Toolbar. The Question Properties window will open.
  2. When finished making changes, click OK to save and close.
  1. To change the answer format for a question: 
  1. Open the Question Properties window for the question (see previous step).
  2. Click the Answer button in the Question Properties window. The Answer Properties window will open.
  3. When finished making changes, click OK to save and close.
  1. To rearrange the order of the questions:  
  1. Close the Question Properties window to go back to the survey form that displays the full list of questions.
  2. Use the Up and Down buttons in the Survey Administration Toolbar to move questions up and down.
  1. When finished making changes, click the OK button to save and close.