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Well Visit: Surveys

Version 20.4

About Well Visit: Surveys

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

The Well Visit window charts a patient well-visit exam. The Well Visit window helps to code and complete a preventive encounter visit.  The Well Visit 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 well visit.

Well Visit: Surveys Map

Number
SectionDescription

1

Surveys buttonThe Surveys button opens the Surveys window in the patient's well visit note.
2
Well Visit Function buttonsThe function buttons delete an entire well visit note, edit a well visit note, or save an well visit 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.  Once a survey is selected, the survey questions and answers appear in the Question List panel.
6
Question List
The Question List displays the questions and answers for the selected survey in the survey list.

Version 20.3

About Well Visit: Surveys

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

The Well Visit window charts a patient well-visit exam. The Well Visit window helps to code and complete a preventive encounter visit.  The Well Visit 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 well visit.

Well Visit: Surveys Map

Number
SectionDescription

1

Surveys buttonThe Surveys button opens the Surveys window in the patient's well visit note.
2
Well Visit Function buttonsThe function buttons delete an entire well visit note, edit a well visit note, or save an well visit note.
3
Flag as Incomplete checkboxThe 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 List
The Question List displays the questions and answers for the selected survey in the survey list.