Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Clinical Work: Surveys

Version 14.19
The Schedule and Practice Workflow tabs were split throughout the ribbon and main navigation panel in OP 19 for easier convenience. Since the Help Center supports both OP 14 and OP 19, these previous Schedule and previous Practice Workflow functions will still be referenced at the same Help Center locations as OP 14.

About Clinical Work: Surveys

Main Navigation Panel > Surveys

The Clinical Work window contains the Surveys tab. The Surveys tab displays surveys that have been entered but not yet reviewed by the provider. Surveys are displayed based upon the selections made in the Scope field. The surveys that appear in this window should be marked as reviewed.

Clinical Work: Surveys Map

Number
SectionDescription

1

Review/Edit buttonThe Review/Edit button opens the Surveys window for the selected survey in the Survey list grid. Doing this will allow you to review or edit a document.

2

Print buttonThe Print button prints the Survey record list displayed in the Survey List grid.
3
ScopeThe Scope field narrows the parameters for the displayed tab.  Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.

4

Survey List gridThe Survey List grid displays surveys based upon the selections made in the Scope field.
Version 14.10

About Schedule and Practice Workflow: Surveys Tab

Path: Smart Toolbar > Schedule button (F7) > Surveys tab

The Schedule and Practice Workflow combines a number of forms to help you get your work done faster and more efficiently. The Schedule and Practice Workflow consists of a calendar, patient tracking, messages, a task list, encounter information, well visit information, diagnostic tests, referrals, documents, surveys, and a patient prescription queue.

The Surveys tab displays surveys that have been entered but not yet reviewed by the provider. Surveys are displayed based upon the selections made in the Scope field. The surveys that appear in this window should be marked as reviewed.

Schedule and Practice Workflow: Surveys Tab Map

Number
SectionDescription

1

Review/Edit buttonThe Review/Edit button opens the Surveys window for the selected survey in the Survey list grid. Doing this will allow you to review or edit a document.

2

Print buttonThe Print button prints the Survey record list displayed in the Survey List grid.

3

Survey List gridThe Survey List grid displays surveys based upon the selections made in the Scope field.
4
Left tabs

The left tabs open a different section within the practice's schedule and practice workflow.  The Schedule and Practice Workflow contains the following left tabs:

5
ScopeThe Scope field narrows the parameters for the displayed tab.  Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.