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Orders and Workflow Surveys Tab

Version 20.4

Overview

This section of the template design demonstrates how to add, edit or delete surveys associated to a template.

Add a Survey

  1. From the Orders/Workflow tab, click the Surveys tab.

  1. Click the Add button or click into the Click here to add a new survey field.
  2. Click the drop-down and select a survey from the list.

  1. (Optional) Type instructions for the survey in the Special Instructions field.
  2. (Optional) Click the drop-down in the ICD-10 field, the diagnosis search window displays.
  • Type a code or description and click the Search button.
  • Double-click - OR - highlight a diagnosis code and click the Select button.
  1. (Optional) Click the ellipses button in the CPT field, the procedure window displays.
  • Select a Category.
  • Highlight the procedure code and click the Use button.

NoteIf the CPT code is not found in the categories, you may select the Lookup CPT button.

  1. Click the drop-down in the Department field and select from the list.

Note: If the survey is to be sent to the Patient Portal, select the Department of Patient.

  1. Click the drop-down in the Usage field and select from the list. Use the table below for a definition of each usage.
UsageDefinition
AlternateWill show the item in the task window.  An alternate item needs to be selected at time of charting.
RoutineWill show the item in the task window with a check mark already selected in the add box.  A routine item is selected for task submission at time of charting.
StandingA standing order is submitted as a task to the selected department when the template is used at time of charting.

  1. Click the Save button.

Edit a Survey

  1. From the Orders/Workflow tab, click the Surveys tab.
  2. Click to highlight a survey to edit.
  3. Click the drop-down and select a survey from the list.
  4. (Optional) Type instructions for the survey in the Special Instructions field.
  5. (Optional) Click the drop-down in the ICD-10 field, the diagnosis search window displays.
  • Type a code or description and click the Search button.
  • Double-click - OR - highlight a diagnosis code and click the Select button.
  1. (Optional) Click the ellipses button in the CPT field, the procedure window displays.
  • Select a Category.
  • Highlight the procedure code and click the Use button.
  1. Click the drop-down in the Department field and select from the list.

Note: If the survey is to be sent to the Patient Portal, select the Department of Patient.

  1. Click the drop-down in the Usage field and select from the list.
  2. Click the Save button.

Delete a Survey

  1. From the Orders/Workflow tab, click the Surveys tab.
  2. Click to highlight a survey to delete.
  3. Click the Delete button.