If the patient has filled it before hand by way of portal or handwritten answers at visit, my nurse will have the form placed in the imported item section under incoming correspondence and dated. So with one click I can open up the form, and then address any positive answers, so just in case if the medicare police come, I have my medicare wellness survey dated and in the chart as a permanent record. I also have the eye exam, up and go test results, and Polst form review and list of other docs--I just dictate in the physical exam section--just in case.
Now my nurse will either scan and tag to imported item section using the scansnap 1500 scanner or just tag it and import it through updox, but not many steps at all. I will check with her on Monday, I haven't used the scanner in awhile. But with Updox, mark the item to send, input patient name, send to EHR and click on category-incoming correspondence.