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.

Survey Forms Explorer

Version 14.19

About Survey Forms Explorer

Path: Clinical tab > Patient Chart button > Surveys > New button
Path: Practice Management tab > Patient Chart button > Surveys > New button
Path: Billing tab > Patient Chart button > Surveys > New button

The Survey Forms Explorer allows you to open and enter answers for surveys (questionnaires) from the patient chart, Encounters and Well Visits.  These same surveys can be created, opened, modified, imported, and exported using the Survey Administrator toolbar.

Survey Forms Explorer Map

Number

SectionDescription

1

CategoriesThe Categories panel lists the categories where the surveys are grouped.  Groups can be created, modified, and deleted from this window.

2

Survey NameOnce a category is selected, the surveys for that category appear in the Survey List.  The survey name and description are displayed in this list.

3

Select buttonThe Select button opens the highlighted survey.
Version 14.10

About Survey Forms Explorer

Path: Utilities Menu > Manage Clinical Features > Survey Administrator > Open button (Keyboard Shortcut keys: [Alt][U][F][S])
Path: Smart Toolbar > Chart button > Surveys tab > + button

The Survey Forms Explorer allows you to open and enter answers for surveys (questionnaires) from the patient chart, Encounters and Well Visits.  These same surveys can be created, opened, modified, imported, and exported using the Survey Administrator toolbar.

Survey Forms Explorer Map

Number

SectionDescription

1

CategoriesThe Categories panel lists the categories where the surveys are grouped.  Groups can be created, modified, and deleted from this window.

2

Survey NameOnce a category is selected, the surveys for that category appear in the Survey List.  The survey name and description are displayed in this list.

3

Select buttonThe Select button opens the highlighted survey.