Creating & Sending A Survey
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:
- Search patient name in global search at the top of the page
- Select the menu next to the appropriate patient's name, and select view.
- Click on the Surveys tab in the patient profile
- Select "Send" to retrieve a list of surveys available for this patient.
- Select the appropriate survey from the drop down menu.
- 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:
- Select the Organizations tab on the left navigation bar.
- Select the organization that you need to send the survey to.
- Select the Surveys tab from the organization's navigation bar.
- 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:
- Click Documents tab on the left navigation bar
- Click Create New Survey
- Fill out settings as needed and select your form for the survey
- Click Create Survey at the bottom
Sending A Survey Step-By-Step Tutorial (To Individual) - Legacy:
- Search patient name in global search at the top of the page
- Click View Profile after searching
- Click on the Surveys tab in the patient profile
- Select "Send Survey" next to the survey you would like to send
Sending A Survey Step-By-Step Tutorial (To Entire Organization) - Legacy:
- Select the Organizations tab on the left navigation bar
- Click the organization you need to send the survey to
- Select the Surveys tab from the organization's navigation bar
- Click Send Survey