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 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.