Survey Template Maintenance

Use Survey Template Maintenance to maintain the 100 most common PFSH medical history items that a provider uses to gather patient health information.  Survey items can include ocular, patient, family and social history items.  The survey template allows you to quickly build the Patient History Survey window to fit your practice's needs.

Notes:

• Generally, your practice will only maintain one survey template that contains as many survey items as desired.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Survey Template Maintenance, click More.

   

  1.  Click Setup from the Desktop.

  2.  Click Survey Templates from the Setup menu.

   

  Survey Templates Maintenance Window Example:

  

   

• Creating a New Survey Template, click More.

   

  To create a new record, click New  from the Toolbar.

  Tip:  To indicate that you are building a new survey template, the window clears, the cursor stops at Template ID for your entry.

  Survey Template Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Template ID	Enter the unique identifier for the survey template.
  Save	CAUTION All entries are automatically saved without further actions.
  	To view all of the existing survey templates, click List.  From the list you can select the record to change or delete.
  Template Name	Enter the name for the survey template.
  Ocular History	To build a list of your ocular items: Enter the first ocular item to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next medication in the list.  Continue in this fashion until the list is complete. Note: Each line item in the list must end with a comma and a space (, ).
  Patient History	To build a list of your ocular items: Enter the first patient history item to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next item in the list.  Continue in this fashion until the list is complete. Note: Each line item in the list must end with a comma and a space (, ).
  Family History	To build a list of your family history items: Enter the first family history item to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next item in the list.  Continue in this fashion until the list is complete. Note: Each line item in the list must end with a comma and a space (, ).
  Social History	To build a list of your social history items: Enter the first social history item to be included in the template followed by a comma and a space (, ). Press [TAB] to the next line, then enter the next item in the list.  Continue in this fashion until the list is complete. Note: Each line item in the list must end with a comma and a space (, ).
  	To return to the Setup menu, click Back To Setup.
  	To return to the Providers menu, click Back To Providers.

   

• Editing an Existing Survey Template, click More.

   

  CAUTION:  All entries are automatically saved without further action.

  1.  To display the record to be changed, enter the Template ID and press [TAB].
  Tip:  If you do not know the Template ID, you can click List  to see a list of templates.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click in any white space within the window.

   

• Deleting an Existing Survey Template, click More.

   

  1.  To display the record to be deleted, enter the Template ID and press [TAB].
  Tip:  If you do not know the Template ID, you can click List  to see a list of templates.

  2.  Click Delete from the Toolbar.

  3.  At the Delete Records prompt, click Delete to delete the record, or click Cancel to escape from the delete routine.

  Example:

  

   

  Note: After you click Delete, the record is deleted.