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Patient Encounter: Surveys

Version 20.4

About Patient Encounter: Surveys

Path: Clinical, Practice Management, or 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

Surveys buttonThe Surveys 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
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.
4
CHADIS buttonsThe CHADIS buttons are only available to practices who have partnered with CHADIS.
  • Refresh: The Refresh button updates the CHADIS surveys with available updated survey results.
  • CHADIS: The CHADIS button takes the user to the CHADIS site for access to the patient's CHADIS history.
5
Survey ListThe Survey List panel displays all the surveys that were given to the patient. When a survey is selected, the survey questions and answers appear in the Question List panel.
6
Question ListThe Question List panel displays the questions and answers for the selected survey.
Version 20.3

About Patient Encounter: Surveys

Path: Clinical, Practice Management, or 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

Surveys buttonThe Surveys 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.