The Subjective Wizard is the first component of the SOAP Wizard. It is automatically filled with data from subjective surveys requested before the patient's appointment. These surveys, including the Chief Complaint Survey, interim, or re-exam, are completed by the patient depending on their stage in the care plan.

Here's an outline of when each survey is requested: 

• Patients with no active complaints will receive the Chief Complaint Survey (CCS) to complete. 
  • The Chief Complaint Survey will automatically send to patients 24 hours before their appointment (or 10 minutes before, for appointments booked within that 24 hours period). The CCS will also be available on the kiosk at check-in.
     
• Patients with active complaints will receive a survey depending on where they are in their care plan. In the care plan, you define a re-evaluation interval. 
  • If the upcoming appointment does not fall within the re-evaluation interval, the patient will receive the interim survey.
  • If the upcoming appointment falls within the re-evaluation interval and is designated as a re-evaluation appointment, the patient will receive the re-exam survey. 
    • The interim and re-exam surveys are only available upon check-in. We want to capture the most up-to-date information as possible, so these surveys will be available on the kiosk, or sent to the patient when staff checks them in. 

Example: If the re-evaluation interval is 3 visits, then every third visit the patient will receive the re-exam survey. For all other visits, they will receive the interim survey.

💡Pro tip: 

Patient didn't complete their survey for any reason? Not a worry! 

• If they didn't complete the Chief Complaint, you can manually add a complaint by clicking the + icon at the top of the encounter: 

• If the patient has an active complaint, you can complete their interim or re-exam survey right from the encounter by clicking the Complete patient survey button.