Creating & Sending A Survey
Updated 1 year ago
Creating & Sending A Survey
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:
- 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):
- 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):
- 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
