Creating & Sending A Survey - Overview

Updated by Lindsey Puent

Creating & Sending A Survey - 2.0

Please note: A form will have to be created in the form builder prior to these steps.
Please visit the Creating Action Plans page prior to creating a survey.
Creating A Survey Step-By-Step Tutorial - 2.0:
Creating a Survey is not yet available in Healthy Roster 2.0. Check out the steps to Create a Survey in Legacy below!
Sending A Survey Video Tutorial (To Individual) - 2.0:

COMING SOON!

Sending A Survey Step-By-Step Tutorial (To Individual) - 2.0:
  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 Video Tutorial (To Entire Organization) - 2.0:

COMING SOON!

Sending A Survey Step-By-Step Tutorial (To Entire Organization) - 2.0:
  1. Select the Organizations tab on the left navigation bar.
  2. Select the organization that you need to send the survey to.
  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.

Creating & Sending A Survey - Legacy

Please note: A form will have to be created in the form builder prior to these steps.
Please visit the Creating Action Plans page prior to creating a survey.
Creating A Survey Step-By-Step Tutorial - Legacy:
  1. Click Documents tab on the left navigation bar
  1. Click Create New Survey
  1. Fill out settings as needed and select your form for the survey
  2. Click Create Survey at the bottom
Sending A Survey Step-By-Step Tutorial (To Individual) - Legacy:
  1. Search patient name in global search at the top of the page
  1. Click View Profile after searching
  1. Click on the Surveys tab in the patient profile
  1. Select "Send Survey" next to the survey you would like to send
Sending A Survey Step-By-Step Tutorial (To Entire Organization) - Legacy:
  1. Select the Organizations tab on the left navigation bar
  1. Click the organization you need to send the survey to
  2. Select the Surveys tab from the organization's navigation bar
  1. Click Send Survey


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