Tasking Surveys in a Visit

Version 14.19
Path: Smart Toolbar > Chart button > Well Visits tab > + Start New Note (or Open Note button)

Tasking survey in a visit when it is not part of the template:

  1. Select the Assessment/Plan tab.
  2. Survey tab.
  3. Select a survey.
  4. Choose the Patient department.
  5. Click on the Create Survey Orders button next to the Do Now button. This will create the task.
  6. If the office has a portal device, the parent/child may now log in to complete the survey.

Version 14.10
Path: Smart Toolbar > Chart button > Well Visits tab > + Start New Note (or Open Note button)

Tasking survey in a visit when it is not part of the template:

  1. Select the Assessment/Plan tab.
  2. Survey tab.
  3. Select a survey.
  4. Choose the Patient department.
  5. Click on the Create Survey Orders button next to the Do Now button. This will create the task.
  6. If the office has a portal device, the parent/child may now log in to complete the survey.