Sending A Survey

Once you’ve created a survey, you'll need to distribute it either to an individual patient or to an organization. This tutorial will guide you through both methods using a web browser. Additionally, it’s crucial to know how to distribute surveys in the field, so we'll also cover how to send a survey to a patient via the mobile app.

Video Tutorial:

Sending A Survey Step-By-Step Tutorial (To Individual): WEB

1. Search patient name in global search at the top of the page
    

2. Select the menu next to the appropriate patient's name, and select view.
    

3. Click on the Surveys tab in the patient profile
    

4. Select "Send" to retrieve a list of surveys available for this patient.
    

5. Select the appropriate survey from the drop-down menu.
    

6. Select "Send" when ready to send.
    

Sending A Survey Step-By-Step Tutorial (To Entire Organization): WEB

1. Select the Organizations tab on the left navigation bar.
    

2. Select the organization to which you need to send the survey.
3. Select the Surveys tab from the organization's navigation bar.
    

4. Select the menu next to the survey you'd like to send and select Send.
    

Sending a Survey - App

Video Tutorial:

Sending A Survey Step-By-Step Tutorial (To Individual): APP

1. Log in to your Healthy Roster app, and select the student you are sending the survey to
2. In the patients profile, tap on documents
    

3. Tap the + sign in the top right-hand corner of the screen
    

4. Select “Send Survey”
    

5. From the drop-down menu, select which survey you'd like to send
    

6. Double check the phone number is correct and tap Save