Survey Action Plan
Written by Amelia Boyer
Updated at February 3rd, 2025
Table of Contents
Creating a Survey Action Plan
Action plans outline a series of tasks and actions to be carried out in response to a completed survey.
Surveys do not have to have an action plan. The provider may review results via the Survey Summary Report. If you wish to be notified of the survey completion, you will need to set an action plan.
There can be multiple action plans per survey
Video Tutorial:
Step-By-Step Tutorial:
- Select the document tab
- Select Surveys
- Select the menu icon to the right of the survey you wish to add an action plan to
- Select edit
- Select + to add an action plan
- Name your action plan
- Set your condition. The condition will determine when to enact the action plan based on the results of the survey. You can have multiple conditions.
- Select Prompt: what component on the form
- Select the variable:
| Variable: | Example: |
| Is: The "is" operator or concept is used to check if two values or references are identical or the same instance. |
Question: How would you rate your headache on a scale of 0-5, you want the survey to alert the provider when headache equals 5
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| Is Not: The "is not" operator or concept is used to check if two values or references are not identical or not the same instance. |
Question: How would you rate your headache on a scale of 0-5, You would want the survey to alert you should the patient input anything other than 0.
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| Is Not Set: This phrase typically refers to whether a variable has been assigned a value or not. It is used to check if a variable has not been initialized or if it is None |
Example: If you want a survey to always trigger a response to the provider. Hidden fields on the form would be the use case.
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- Next, set the follow-up tasks for the provider. These tasks define a response protocol when a survey response matches the conditions above. You can set as many Tasks as you like.
| Tasks | Step-By-Step |
| Basic Instructions: Provides simple instructions to the protocol responder on what task to perform without needing to reference anything else |
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| Show Recipient Contact Information: Present the protocol responder with the survey recipient's contact information |
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| Complete A Form: Prompts the protocol responder to complete a form |
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| Contact the Recipient and Complete A Form: Provides contact information for the recipient making it easy to reach out to them while prompting the protocol responder to complete a form with feedback from the survey recipient |
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| Contact A Person or Group: Includes contact details for a resource |
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| View Recent Results: Prompts the protocol responder to review previous survey results. Note this flow is only to prompto you to review previous results, not show you previous results. |
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| Attach Files: Prompts the protocol responder to upload files |
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| Contact The Survey Recipient: Provides contact information for the recipient making it easy to reach out to them |
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- Add any Actions by selecting +.These actions are automatically performed when a survey response matches the conditions above
| Actions | Step-By-Step |
| SMS Auto Response: Send a text message back to the recipient with the below content |
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| Add Problem: Adds a problem to the recipient's chart |
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| Set Survey Expiration: Configure how long the survey results will remain valid. For use with survey status display links |
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| Notification: Creates a notification indicating survey results require attention |
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- Select Save to save your action plan
