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.

Surveys Review

Version 14.19

Overview

This section will go over how to review and complete open surveys. The user will be shown optional settings to ensure all open surveys are addressed. 

  1. Click the Surveys tab from the Schedule and Practice Workflow windowThe Surveys Review/Edit window displays.



To view Surveys entered prior to the current date, select a value from the Dates radio button selections. To view Surveys for other users, select from the Scope field.
  1. Click a survey in the light. The survey will be highlighted.
  2. Click the Review/Edit button. The Surveys window displays.

Note: Surveys with a score of (-1) are coming from the patient portal and need to be rescored by clicking the Rescore button.
  1. Select a Status from the dropdown menu. Select Informed or Complete if you have reviewed the answers and discussed with the patient and/or guardian. 

Note: If a CPT code is attached to the survey, the status must be set to Informed or Complete to pass to the electronic superbill.
  1. (Optional) Additional information that may be added to the survey. 
  • Assessment
  • Notes
  • Dx
  1. Click the Save  button.
Version 14.10

Overview

This section will go over how to review and complete open surveys. The user will be shown optional settings to ensure all open surveys are addressed. 

  1. Click the Surveys tab from the Schedule and Practice Workflow windowThe Surveys Review/Edit window displays.



To view Surveys entered prior to the current date, select a value from the Dates radio button selections. To view Surveys for other users, select from the Scope field.
  1. Click a survey in the light. The survey will be highlighted.
  2. Click the Review/Edit button. The Surveys window displays.

Note: Surveys with a score of (-1) are coming from the patient portal and need to be rescored by clicking the Rescore button.
  1. Select a Status from the dropdown menu. Select Informed or Complete if you have reviewed the answers and discussed with the patient and/or guardian. 

Note: If a CPT code is attached to the survey, the status must be set to Informed or Complete to pass to the electronic superbill.
  1. (Optional) Additional information that may be added to the survey. 
  • Assessment
  • Notes
  • Dx
  1. Click the Save  button.