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.

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.