ORM Survey questionnaire configuration is done from the EHR Admin page. The following explains the steps in configuring a survey and preparing the survey questions.

1. Login to PracticeSuite.

2. Select EHR Advanced from the main menu and select EHR Admin.

3. Click on the  button on the top right of the EHR Admin page to add an Encounter Sheet (refer to Image 1).

Image 1

4. In the Add Encounter Sheet page, enter the Enc. Sheet Name and Code as ‘Physician Rating Survey.’ Make the chart applicable for all providers in this account and click on Save after selecting the Active checkbox to create an Encounter Sheet (see Image 2).

Image 2

5. Now go to Clinical Desktop. Search for a patient and select Physician Rating Survey to add the questionnaire.

6. In the selected Enc. Sheet, to create a level 1 component, click on the button highlighted in Image 3.

Image 3

On clicking the button, the Level-1 Details screen (see Image 4) opens up.

Image 4

7. Enter the Name as ‘SURVEY QUESTIONS.’ Fill up Code other fields and click on Save. To create the questions, click on the Level 2 button under the selected Level 1 component “SURVEY QUESTIONS” (refer to Image 5).

Image 5

8. In the screen that opens up, enter the question in the Name field.

9. The Level 2 Code should be of the type RATING, QUESTION, or COMMENTS.

Note: Questionnaire can have three types of questions:

1. RATING: Provides rating stars to rate the items.

2. QUESTION: Provides preloaded options to answer the questions.

3. COMMENT: Provides text area to answer the questions.

10. If the question type is ‘QUESTION,’ then update the options for this question under Level 2 Down.

If the question is “New Patient?”, this should be updated as Level 2 Item Name and  QUESTION should be entered in the Code field.  The options ‘Yes’ and ‘No’ should be added as Level 2 downs.

11. Click on Save. The screen will be as in Image 6.

Image 6

12. Create all the questions likewise with Code as either RATING, QUESTION OR COMMENTS. After creating the complete questionnaire, select all items created in the Level 2 section.

13. Save the Chart as Complete (refer to Image 7).

Image 7

14. From the Chart Save confirmation page, click on the link (see Image 8)

Image 8

15. Create a KIOSK form using the completed chart with the KIOSK name as Physician Rating Survey.

16. Patient Survey Questionnaire creation is complete.

17. To edit the Questionnaire, select a patient, and choose the Chart Physician Rating Survey.

18. Click on the edit icon next to Canned Sheet drop-down after selecting the Physician Rating Survey – KIOSK from the Canned Sheet drop-down.

19. From the Canned Sheet chart edit page, make the necessary changes and Save as Complete.