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 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.