Surveys to Review within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select Surveys to Review.
Step 2: Use the filters to search for the appropriate surveys.
Step 3: Select review/sign to review and sign the survey. To require professional signature on the survey see Designing Custom Surveys
Related Articles
Cloning Forms/Surveys
Step 1: Navigate to Account Settings, then go to Surveys & Packets. Step 2: Select Clone on the survey you want to duplicate. This will allow you to make minor adjustments without altering the existing live form or survey. Step 3: Rename the Survey ...List of Global Surveys
Here's a list of the global surveys pre-populated in your MBP account. These are either found on the public domain or MBP has sought the necessary permissions from the authors to integrate their protocols into our EHR. These global surveys will ...Viewing Completed Surveys
You can view all completed surveys for an individual client at any time within their client profile --OR-- you can use the Surveys to Review tool within the To-Do List to view all recently completed surveys. Please note: these surveys will be removed ...Updated To-Do List Items
The To-Do list has moved from within the Settings dropdown into the main navigation bar. We've also added several new features to the to-do list including Surveys to Review, Supervisee Review, and Missing Dx Codes. Surveys to Review Surveys that are ...Treatment Plan Overdue Within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select TX Plan Overdue. Step 2: Update the variables by selecting clinician(s) and entering the amount of days overdue. Step 3: Select the client’s name to ...