Survey Action Plan

00:01: Hi, this is Nikki from healthy roster. This tutorial will detail survey 00:05: action plans. Action plans are intended to outline a series of 00:09: tasks and actions to be carried out and response to a completed survey 00:13: tailored to address specific scenarios. 00:19: Here is an example of a survey action plan based on a survey response. 00:23: Imagine the process from this perspective. 00:27: A patient completes the survey the action plan then interprets 00:31: results according to the conditions. 00:33: You've predefined triggering specific tasks and actions 00:37: this workflow ultimately supports the completion of preliminary 00:41: screening for you the provider user. 00:45: To add an action plan to our survey. 00:47: We are first going to select the documents tab on the left navigation. 00:53: Now select surveys 00:57: Select the menu icon to the right of the survey you wish to edit. 01:02: And now select edit. 01:06: If you elected to create a new survey in the action plan at the exact same time, 01:10: you will still navigate to this next stage. 01:13: Here I'm going to select the plus button to add a new action plan. 01:19: A new view will now populate you will begin editing your scenario start 01:23: with a name. 01:25: Now you will want to establish the condition think of the condition as the 01:29: trigger that activates the entire action plan once a survey is completed. 01:35: When setting conditions, it's important to be specific The Prompt refers 01:39: to the component on the form. The next step is to define. 01:42: The variable is is not or is not set in 01:46: this example is not set is used because I'm using a hidden field. 01:51: Hidden fields are often added to form specifically to Trigger action plans. 01:55: For instance. If I want an action plan to activate a pawn form 02:00: completion regardless of what was completed on the form. 02:03: I would want to add a hidden field set the prompt and Define 02:07: the value as is not set as demonstrated here. 02:13: Now, let's assume I want to add another condition. 02:16: I enter my prompt and select my variable as is not and 02:20: now I need to input the value this value must exactly match the one 02:24: that is within the form in order to trigger appropriately. 02:28: Here you will see I have two conditions action plan and how are you because 02:32: and is set between both of them. Both items need to be true in order for 02:36: the action plan to trigger appropriately. 02:40: Now let's say I want to add another condition but I wanted to signify an 02:44: ore relationship. This means that if either of the two conditions above 02:48: or this new one are true the action plan will trigger to 02:52: do this. I again set my prompt then the variable I have set as is 02:56: in this case and I input the value ensuring again. 02:59: It's an exact match with the forms value. 03:04: Once you have set your conditions next you will assign the follow-up tasks 03:08: for the provider these tasks outline the response protocol triggered 03:13: when the survey response meets the conditions defined above you can add as 03:17: many tasks as necessary to ensure a comprehensive action plan. 03:22: Select the plus button to add a task. 03:26: You will then need to select which task you would like to input. 03:29: Let's review each one independently. 03:33: If you add a task, you will have to set an urgency level normal will 03:37: be the default think of this as green. 03:40: Next you have elevated think of this as the yellow light. 03:43: Then you have critical think of this as something that needs immediate 03:47: response. This is the red light. 03:51: One task that you're able to add is to contact the survey recipient this 03:56: provides contact information for the recipient making it easier for 04:00: you the provider to reach out to them here. 04:02: You will see the setup process needs a header and instructions in the 04:06: lower left-hand corner. You will see what this looks like on an action plan to 04:10: the provider user. 04:13: Another item that you're able to add is to attach files. 04:16: This prompts the protocol responder to upload certain files again, 04:20: you will input a header and provide instructions. 04:23: You will see an example of what the end view of this looks like in the lower left-hand 04:27: corner. 04:29: Another option is to view recent results. 04:31: This will prompt the protocol responder to review previous survey results. 04:36: This flow is only a prompt it will not link or pull in the 04:40: previous results for you. 04:43: You can also include a prompt to contact a specific person or group 04:48: this step helps streamline, the referral process and ensures all 04:52: survey responses. Follow a consistent referral pathway. 04:54: It also adds convenience by having the contact information readily available 04:59: at your fingertips. You will see an example in the lower left-hand corner. 05:04: You may also want to add a step to contact the recipient and complete an 05:08: additional form this not only provides. 05:11: The recipient's contact information for easy Outreach but also prompts 05:15: you to complete another form if needed a common example is when a phq-9 05:19: score flags as critical you could have the responder reach out to the patient 05:23: and complete the cssrs for further assessment. 05:28: Choose complete a form 05:31: Another available item to add is to show recipient contact information. 05:35: This provides a protocol responder with the survey recipients 05:39: contact information. You see an example listed below. 05:44: You might also simply want to add basic instructions this provides 05:48: a simple flow for the protocol responder on what tasks they need to perform 05:52: and reference anything else that you feel is necessary an example is 05:56: listed in the lower left-hand corner. 05:59: Now let's move on to adding an action. 06:01: These actions are automatically performed when the survey response 06:06: matches the condition set above let's review. 06:10: To add an action you will select the plus button. 06:14: If you've selected to add an SMS Autumn response message, this 06:18: is a message that will be delivered to the recipient after they've completed the 06:22: survey. Do know if your survey is set to send 06:27: via email and not SMS this email delivery will 06:31: also be sent in the same fashion. 06:35: You are also able to add a problem. This is specifically helpful. 06:38: If you are doing a wellness screen for something general and you'd like the problem 06:42: to be created to flag to the provider user to follow up with this patient and 06:47: their care. 06:50: You're also able to set a survey expiration configure how long the survey 06:54: results will remain valid and for use with survey display links. 06:59: Last but not least if you've selected to trigger a notification this 07:03: creates a notification indicating survey results require attention to the provider 07:08: user. This is helpful. If you'd like to automatically flag and draw attention 07:12: to the provider user that something needs to be reviewed. 07:17: Now that you understand how to add and create an action plan select save 07:22: to save your action plan changes. 07:25: If you have questions or need more help, please visit the help tab on the left navigation 07:29: or reach us directly at help at healthy roster.com.