Version 14.19

Path: Clinical tab > More button (Customize group) > Surveys

Overview

Modify a Survey

1. Navigate to the Survey Forms Explorer window by following the path above.
2. Locate and double-click the survey that you would like to edit. The survey opens in a new window. 
3. Make changes at the top of the survey form to: the survey name (if unused), description, visibility level, Score Alert, default diagnosis, and CPT codes.
4. To make changes to a question:

1. Click to highlight the question you would like to edit.
2. Click the Edit button in the Survey Administration Toolbar. The Question Properties window will open.
3. Make your changes.
4. 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. Make your changes.
4. 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 you are finished making changes, click Save and close the window.

Version 14.10

Overview

Once a survey has been administered to a patient in your practice, the questions contained in that survey can no longer be modified in any way because the survey has been cross-linked with an individual's database.

Modify a Survey

1. Open the Survey Administration Tool Bar. 
2. Click the Open button. The Survey Forms Explorer opens and lists all available surveys. 
3. Locate and double-click the survey that you would like to edit. The survey will open in a new window. 
4. You can make changes at the top of the survey form to: the survey name, description, visibility level, Score Alert, default diagnosis, and CPT codes.
5. To make changes to a question:

1. Click to highlight the question you would like to edit.
2. Click the Edit button in the Survey Administration Toolbar. The Question Properties window will open.
3. Make your changes.
4. 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. Make your changes.
4. 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 you are finished making changes, click OK to save and close.