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.

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.