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.

Preventive Exam: Surveys

Version 14.19

About Preventive Exam: Surveys

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

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

Preventive Exam: 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.
Version 14.10

About Preventive Exam: Surveys Tab

Path: Smart Toolbar > Chart button > Well Visits tab > Open Note button > Surveys tab
Path: Smart Toolbar > Schedule Button > Well Visit tab >  Edit button > Surveys tab

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

Preventive Exam: Surveys Tab Map

Number
SectionDescription

1

Well Visit Note Editor tab

The Well Visit Note Editor documents the patient preventive exam.  The Well Visit 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 Well Visits tabThe Prior Well Visits tab lists the previous preventive exam notes.

5

Templates tab

The Templates tab lists the templates that are created, edited, and reviewed in the Well Visit Template Editor. Templates are pre-written scenarios you can use in a well visit 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 well visit note, edit a well visit note, or save an well visit note.
7
Flag as Incomplete checkboxThe Flag as Incomplete checkbox will mark a well visit 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.