Here you can find a step by step guide to send an OP Survey to a patient or parent, and how it returns to OP after it is completed.
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Note: The patient must have an active Intelichart Patient Portal account |
Here is an example of an OP Survey that a practice has created. It is called "My Very Special OP Survey" and has no privacy restrictions (EFR = N):
Highlight the survey and click the Edit button. This example is a two-question survey:
To test the survey and to make sure that all the questions have connected answers, click the Test button:
Once you have established that this survey is complete and ready for use, assign it to a patient. This involves calling up the Order Worksheet for a patient. In this case, Beatrice Testpatient:
- Click the Survey tab.
- Choose My Very Special OP Survey in the Survey Name dropdown.
- Set the Department dropdown to Patient:
- Click the Create button (not the Do Now button, which will launch the survey on the user's workstation.)
Confirm the popup message by clicking the OK button:
Now the survey is sent to the patient's portal account. The Task has a Not Started status until the patient begins the survey (at which point the status will change to In Progress.)
The patient or parent receives a notification in their portal account that there is a new survey for them to complete:
The patient or parent clicks on the message to open it, then expands it to see more details:
The patient or parent should make a note of the PIN code that is listed, then should click the Patient Survey link.
The patient/parent enters the PIN code from the previous step:
Then the patient or parent clicks the Verify button to move into the survey itself. The patient or parent completes the survey as prescribed: 
After the patient clicks the Submit button, the completed survey returns to OP:
The original Task sent to the Patient department is now Completed:
