CREATE - Using Systems Survey

Notes:

• The Systems Survey can be completed in-office or sent to the Patient's Patient Portal.
• A partially completed Systems Survey can be saved for completion at a later time.
• Symptom severities default to 0 (zero).
• Newly added Supplements are highlighted yellow on the Nutrition Schedule and in the Supplements section of the Patient's Patient Dashboard.
• When printed, newly added Supplements to the Nutrition Schedule have an extra thick border.
• Required Bottles amount is automatically calculated based on dosing and your Practice Settings.
• Supplements without dosing and thus zero (0) Required Bottles will not be added to a Sales Order.

Steps to Complete Systems Survey and Add Supplements to Nutrition Schedule:

1. Select the “Patients” area in the green, left-hand side menu.
2. The above action takes you to the “Patients” page.
3. Select the desired Patient from the “Patient List”.
4. The above action takes you to the Patient's “Patient Dashboard” page.
5. Select the blue “Exam / Document” button located in the “Symptom Trends” section.
6. The above action opens the “Select Exam / Document” modal.
7. Select the “Systems Survey”.
8. The above action takes you to the "Systems Survey" page. (For instructions on sending the Systems Survey to the Patient’s Patient Portal for completion, see “PATIENT PORTAL”.)
9. Complete the “Systems Survey” by selecting and typing in the “Concern” input boxes and by selecting the severity associated with each Patient symptom.
10. Click on the blue “Save / Analyze” button located at both the top and bottom of the page.
11. The above action opens the “Save / Analyze” modal.
12. Select the blue “Analyze” button.
13. The above action takes you to the “Recommended Supplements” page.
14. Select how to view the recommendation by selecting the “All”, “Filtered” or “Grouped” button. “Filtered” is set by default.
15. Recommended Supplement(s) can be added to the Patient’s Nutrition Schedule individually by selecting the blue “+” character or they can be added all at once by selecting the green “Nutrition Schedule” button.
16. Either of the above 2 actions opens the “Supplement(s) Added to Nutrition Schedule” confirmation modal giving you the option to return to the Recommended Supplements page by selecting the white “Continue Analysis” button or to go to the Patient’s Nutrition Schedule by selecting the green “View Nutrition Schedule” button.
17. Select the green “View Nutrition Schedule” button.
18. The above action takes you to the Patient’s “Nutrition Schedule” page.
19. Add the desired dosing to each new Supplement by selecting the desired time(s) of the day and typing the associated dose.
20. Add Comments by selecting and typing in the “Comments” input box.
21. Add notes by selecting and typing in the “Notes” input box.
22. Select any “Food Sensitivities”.
23. Select the green “More” button to Email or Print a copy.
24. Select the blue “Save” button, and select the blue “Patient” button or green “Sales Order” button when finished.
25. Patient’s Supplements are now displayed on the Patient’s Dashboard with the most recent additions to the Nutrition Schedule highlighted yellow.