You can create the patient survey information required for HHCAHPS reporting. To create patient survey information go to
The following information displays on the Patient Survey page. You can set up your Patient Satisfaction Survey vendor as a “default” so that when you access the menu option, your vendor’s name will appear in the export dropdown list. To set you vendor as the “default” in the export dropdown list, select the "<udl-orange>Set Defaults<udl-orange>" link.
Choose the vendor of your choice and select the <btnw> Save <btnw> button.
The following information displays on the Patient Survey page. Choose the drop down <btn> Press Ganey Comma Delimited ▾ <btn> to find the specific format that your survey vendor requires.
Choose the Month/Year for the export
Next Processing Warning Date - defaults to the first of each month but can be changed. Based on the date in this field, you will receive a Work Basket action item letting you know that you have to run the report for the previous completed month (i.e., 04/2022 will show 06/01/2022; when you create the report for 05/2022, the date will show 07/01/2022; the action item remains in Work Basket until you create that month's report).
To view the export history, select the <udl-orange>Show History<udl-orange> link.
Selecting this link displays a pop-up that shows each time someone generates the survey spreadsheet, the survey vendor selected, when it was created and when you should process the next's month's report
You can filter by selecting the drop down <btn> All ▾ <btn> under Agency
No Publicity - The Patient/Family/Designated Primary Caregiver does not want to receive the survey questionnaire when the patient is discharged no matter what the reason. When you activate the Patient, you can exclude the Patient/Family/Designated Primary Caregiver from receiving the survey. Information shows on the Profile tab, Current Encounter section. When this box is checked, the Excluded box is also checked.
Excluded - Patients discharged during the reporting timeframe that did not expire are automatically excluded from the from the Patient satisfaction survey – only expired patients qualify for the survey unless otherwise noted as “No Publicity”. They show in the list but on included in the report sent to the survey vendor.
Click <btnw> Search <btnw> when you are finished with your filters.
Select the <btnw> Export <btnw> button when you have finished setting all of your options. This will create a spreadsheet for you to upload to your surveyor.