Reviewing Survey Results

00:01: Hi, this is Nikki from healthy roster. 00:03: Once your patient has completed a survey you of course will want to 00:07: review the results. Most often surveys have action plans Associated 00:12: and those results will trigger the action plan, but that doesn't always have 00:16: to be the case this tutorial will cover how to review the survey results 00:20: action plan or not. 00:24: Let's first review. If your survey had an action plan that was set to trigger 00:28: a notification to the provider as that's most often the desired outcome 00:32: of the survey. So let the notification tab as you can see I 00:36: have an active notification. 00:44: As you see here, my patient has completed a survey and it's triggered my own 00:48: action plan notifications for action plans will be grouped 00:52: by urgency that meaning critical elevated or normal. 00:55: This is a way of helping the provider know which needs more of an immediate response. 01:00: Let's view this notification. 01:02: So let the menu icon 01:06: Now select open 01:09: Now that you've navigated to the response page we recommend scrolling to 01:13: the bottom. This will show you the actual completed survey so that 01:17: you can make sure you're reviewing all the survey responses. 01:27: Now you will want to complete the next steps for the survey. 01:30: These next steps will be the tasks that were set in the action plan. 01:33: Once you complete the instructions per step select the menu icon 01:37: to the right of the step. 01:41: And select Mark as complete. You will need to Mark each step as 01:45: completed in order to clear this notification from your notifications 01:49: tab. 01:51: Once you have completed all of the next steps. 01:54: Your notification for this survey response will now clear. 01:58: If you'd like to add additional notes, you can of course do so by selecting the add icon 02:03: and entering the note as you normally would. 02:06: As you can see here. I've navigated back to my notifications tab the 02:10: notification for the survey response that I have just cleared is now no longer visible. 02:19: Now let's review if you'd like to see these results in bulk action 02:24: plan or not select the document tab. 02:28: Now select surveys 02:31: Now you will want to select the menu icon to the right of the survey you wish to view. 02:38: Now select view data 02:41: Take a quick moment to familiarize yourself with this screen. 02:44: This is known as a survey summary report you're 02:49: able to change the filters to view the specific organization team, or 02:53: maybe even survey status that you wish to view. 02:57: I'm going to change my view. So it's only showing for the University 03:01: State College organization. And I would like to see only those 03:05: that are set for a requires follow-up. 03:11: I will now select the actions menu icon for grades Smith 03:15: in order to complete and review her survey results. 03:20: Select open 03:23: And once again similar to the previous steps, you'll be navigated to the survey 03:27: response page. I'm going to scroll to the bottom to review Grace 03:31: Smith's survey response. 03:41: Now once I've reviewed the full document, I will scroll back up to 03:45: the top of the survey results for Grace Smith. 03:48: Here you will see I have some steps that I need to complete select the 03:52: menu icon. 03:55: And select Mark as complete. 03:58: Once all of your next steps have been marked at complete the survey response 04:02: protocol will now be cleared. You will no longer see this notification as 04:07: an active survey that you need to respond to. 04:10: If you'd like to add additional notes select the plus button and add your note as 04:14: necessary. 04:16: I've now navigated back to my survey summary report page. 04:19: You will see here. I have the exact same filter still showing Grace 04:24: Smith is no longer there as we have cleared the requirement to review 04:28: her survey. 04:30: If you have questions or need more help, please visit the help tab on the left navigation 04:34: or reach us directly at help at healthy roster.com.