Survey Summary Reports

00:00: Hi, this is Nikki from healthy roster. 00:02: This tutorial is going to walk you through the survey summary report. 00:06: This is a global look at all of your surveys including information about 00:10: whether the survey has been sent or completed. 00:13: You can use this tool to organize by organization team or 00:17: status to get the information you need and quickly. 00:21: To begin select the document tab on the left navigation. 00:26: Now select surveys 00:30: He will then select the menu icon to the right of the survey. 00:34: And select view data 00:37: Now familiarize yourself with the view You are able to sort by 00:41: organization. 00:43: And select a desired organization 00:46: Sort my team and the desired team. 00:50: And of course by status and the desired status if you'd only like to view 00:54: a certain status option. 00:57: You will also want to familiarize yourself with the columns within the columns 01:02: you're able to change the sort as well by selecting the up or down arrow. 01:06: You will be changing the sort of that column. 01:10: Now, let's presume you'd like to navigate through the survey to see who has or 01:14: has not received the survey this patient in particular has not been 01:18: sent a survey. To send we're going to select the menu icon to 01:23: the right and then select send survey. 01:25: This will deliver the survey to your patient automatically. 01:30: Now, let's assume you found a patient that has missing contact information. 01:36: Edit this contact information from this exact screen select the menu 01:40: icon to the left of their name and then select edit contact 01:44: info. 01:46: You will now input the patient details the email and the phone number 01:50: information. The cell phone is the field if you are delivering via SMS. 01:56: Now, let's assume I've reviewed this page and I would like to only see those with 02:00: a certain status select the status icon. 02:04: I would only like to view those that have completed the survey. 02:07: I'm going to select response received. 02:11: You will see here. I do have a required response, but there is no urgency 02:15: to these selecting open will navigate you directly to the document 02:20: that has been completed via this survey. 02:24: If you have questions or need more help, please visit the help tab on the left 02:28: navigation or reach us directly at help at healthy roster.com.