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
- From the Orders/Workflow tab, click the Surveys tab.
- Click the Add button or click into the Click here to add a new survey field.
- Click the drop-down and select a survey from the list.
- (Optional) Type instructions for the survey in the Special Instructions field.
- (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.
- (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.
Note: If the CPT code is not found in the categories, you may select the Lookup CPT button. |
- 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. |
- Click the drop-down in the Usage field and select from the list. Use the table below for a definition of each usage.
| Usage | Definition |
|---|---|
| Alternate | Will show the item in the task window. An alternate item needs to be selected at time of charting. |
| Routine | Will 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. |
| Standing | A standing order is submitted as a task to the selected department when the template is used at time of charting. |
- Click the Save button.
Edit a Survey
- From the Orders/Workflow tab, click the Surveys tab.
- Click to highlight a survey to edit.
- Click the drop-down and select a survey from the list.
- (Optional) Type instructions for the survey in the Special Instructions field.
- (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.
- (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.
- 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. |
- Click the drop-down in the Usage field and select from the list.
- Click the Save button.
Delete a Survey
- From the Orders/Workflow tab, click the Surveys tab.
- Click to highlight a survey to delete.
- Click the Delete button.
