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.

Former Portal: When do surveys show on portal?

A survey will show up on a patient's portal once the appointment has been confirmed as long as the below conditions are met:

  • The survey is added to the Well Visit Template as a Standing Order set to the Patient Department.
  • The Appointment is created with the Appointment Reason set to the Well Visit Template that has the survey set to Standing/Patient.