Configuring A Survey

Sending surveys to patients allows for a more streamlined and effective way to gather important patient feedback or documentation and improves the quality of care. This tutorial will demonstrate how to configure your survey.

Video Tutorial:

Step-By-Step Process:

1. Select the Documents tab on the left-hand side of your screen
    

2. Select Surveys
    

3. Click Add
    

4. Name your survey
    

5. Next, from the drop-down, select the form that you created and wish to assign as your survey
    

6. Click OK
    

7. Next, set the survey definition. This will show the name and form you've selected prior, but also ask you to se the delivery type.
    

8. Set the initial survey request message. This is the message that the patient will see immediately once assigned the survey. This text is limited to 140 total characters.
    

9. Next select the privacy level of the survey
    

• Entire Care Circle: viewable to all assigned to patient
• Providers And Primary Users Only: Assigned providers and the Patient/Guardian
• Providers Only: Assigned providers only

10. Assign organizations. The selection will default to all organizations; uncheck the box to assign to specific organizations.
     

11. If you wish to create your action plan or schedules now, please move to Survey Action Plan or Scheduling A Survey; otherwise, proceed to step 12. You can always edit each separately and do not have to have either set to send a survey.
     

12. Select Save