We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Patient Encounter: Surveys

Version 14.19

About Patient Encounter: Surveys

Path: Clinical tab > Patient Chart button > Encounter > New or Open Note button > Surveys
Path: Practice Management tab > Patient Chart button > Encounter > New or Open Note button > Surveys
Path: Billing tab > Patient Chart button > Encounter > New or Open Note button > Surveys

The Patient Encounter helps to code and complete an encounter visit.  The encounter note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Surveys window documents surveys during the encounter.


Patient Encounter: Surveys Map

Number
SectionDescription

1

Survey buttonThe Survey button opens the Survey window in the patient's encounter note.
2
Encounter Function buttons
The Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
3
Flag as Incomplete checkbox
The Flag as Incomplete checkbox will mark an encounter as unfinished.
4
Survey function buttonsThe survey function buttons helps to modify the survey list.
  • New: The New button adds a survey to the survey list.  Clicking the New button opens the Survey Forms Explorer.
  • Delete: The Delete button deletes the selected survey from the Survey List.
  • Rescore: The Rescore button rescores the survey.  If a survey status is set to reviewed, it cannot be rescored.
5
Print buttonThe Print button prints the selected survey.
6
Survey ListThe Survey List panel displays all the surveys that were given to the patient.  Once a survey is selected, the survey questions and answers appear in the Question List panel.
7
Question ListThe Question List displays the questions and answers for the selected survey in the survey list.
Version 14.10

About Patient Encounter: Surveys Tab

Path: Smart Toolbar > Chart button > Encounters tab > Open Note > Surveys tab
Path: Smart Toolbar > Schedule Button > Encounters tab >  Edit button > Surveys tab

The Patient Encounter helps to code and complete an encounter visit.  The encounter note encompasses both narrative and comprehensive formats. It also allows you to customize the layout of the note.  The note is added to the patient chart.

The Surveys tab documents surveys during the encounter.

Patient Encounter: Surveys Tab Map

Number
SectionDescription

1

Encounter Note Editor tabs

The Patient Encounter Note Editor contains the following tabs:

2
Survey function buttonsThe survey function buttons helps to modify the survey list.
  • +: The + button adds a survey to the survey list.  Clicking the button opens the Survey Forms Explorer.
  • -: The button deletes the selected survey from the Survey List.
  • Rescore: The Rescore button rescores the survey.  If a survey status is set to reviewed, it cannot be rescored.

3

Care Plans tabThe Care Plans tab lists, prints, and manages care plans for a patient’s health maintenance schedule.
4
Prior Notes tabThe Prior Notes tab lists the previous encounter notes and messages.

5

Templates tab

The Templates tab lists the templates that are created, edited, and reviewed in the Encounter Templates Editor. Templates are pre-written scenarios you can use in an encounter to document common pediatric diagnoses. Templates include detailed descriptions for the usual pertinent positive and negative findings of a wide variety of illnesses, with a standard assessment, plan and ICD-10 coding. Included with your installation of Office Practicum are Pediatric specific templates.

6
Function buttonsThe Function buttons delete an entire encounter note, edit an encounter note, or save an encounter note.
7
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark an encounter as unfinished.
8
Survey ListThe Survey List panel displays all the surveys that were given to the patient.  Once a survey is selected, the survey questions and answers appear in the Question List panel.
9
Question ListThe Question List displays the questions and answers for the selected survey in the survey list.