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.

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.