EMR - Receiving & Completing a Survey as a Patient
Written by Amelia Boyer
Updated at February 10th, 2026
Table of Contents
Receiving and Complete A Survey as a Patient
As a patient, your provider or organization has sent you a survey for various purposes. You might be asked to complete a patient satisfaction questionnaire, a wellness screening, or even update annual documents. The goal of these surveys is to provide your provider with accurate, timely information to enhance your care experience and ensure their records stay up to date
Video Tutorial:
Step-By-Step Tutorial - SMS:
- Click the link that is sent to you via text or email
- Complete the survey & select Submit at the bottom
- Based on the settings the provider has applied to the survey, you may receive a follow up text after completion
Step-By-Step Tutorial - Web:
- Within the survey request email, select Complete Survey
- Complete the survey
- Select Submit
- A confirmation page will confirm submission
