Tasking Surveys from Chart

Version 14.19
Path > Smart Toolbar > Chart button > Tasks tab > + Orders

Creating a survey task from chart to send to the patient portal:

  1. From the Patient Chart, click the Tasks tab.

  1. Click the + Orders button.

  1. Select the Survey and task to patient department by clicking on the green + next to the Do Now button.
  2. Someone will need to ensure that the patient's appointment has been confirmed. 


Version 14.10
Path > Smart Toolbar > Chart button > Tasks tab > + Orders

Creating a survey task from chart to send to the patient portal:

  1. From the Patient Chart, click the Tasks tab.

  1. Click the + Orders button.

  1. Select the Survey and task to patient department by clicking on the green + next to the Do Now button.
  2. Someone will need to ensure that the patient's appointment has been confirmed.