Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Order Worksheet: Survey Tab

Version 14.19
Path: Smart Toolbar > Chart button > Encounters tab or Well Visits tab > Open Note > Assess/Plan tab > Survey tab

Add a Survey

  1. Click the Survey tab.

  1. Surveys associated to the template will display in the Survey Picklist section.
  2. Click the checkbox under the Add column to remove or add any survey displayed.
  3. Click into the text field labeled "Click here to order another survey".
  4. The entry window opens for input.

  1. Click a survey from the list to select (you must have a CHADIS subscription to use the CHADIS surveys).
  2. Add Special Instructions (optional), ICD-10 (optional), CPT (optional) and Department. You will skip this step if you added the information to Utilities > Manage Clinical Features > Survey Administrator.

Selecting the Patient Department will send the task to the Patient Portal.
  1. Click the Save checkmark, located at the bottom of the window. This will add the selected survey to the list so that you can add a second survey if needed.
  2. Click the Create Survey Orders button  to create the survey order.
Version 14.10
Path: Smart Toolbar > Chart button > Encounters tab or Well Visits tab > Open Note > Assess/Plan tab > Survey tab

Add a Survey

  1. Click the Survey tab.

  1. Surveys associated to the template will display in the Survey Picklist section.
  2. Click the checkbox under the Add column to remove or add any survey displayed.
  3. Click into the text field labeled "Click here to order another survey".
  4. The entry window opens for input.

  1. Click a survey from the list to select (you must have a CHADIS subscription to use the CHADIS surveys).
  2. Add Special Instructions (optional), ICD-10 (optional), CPT (optional) and Department. You will skip this step if you added the information to Utilities > Manage Clinical Features > Survey Administrator.

Selecting the Patient Department will send the task to the Patient Portal.
  1. Click the Save checkmark, located at the bottom of the window. This will add the selected survey to the list so that you can add a second survey if needed.
  2. Click the Create Survey Orders button  to create the survey order.