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Sending a Survey - App. Please note: You are only able to send a single survey through the app. Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care…
Updated 2 years ago by Amelia Boyer
Scheduling a Survey. Step-By-Step Tutorial : Select the "Documents" tab. Select "Recent Surveys". Select the three dots to the right on the survey you wish to set a schedule for and select "Edit Surv…
Updated 2 years ago by Niki Budd
Receiving and Complete A Survey as a Patient. Step-By-Step Tutorial. Click the link that is sent to you via text or email. Complete the survey & select Submit at the bottom. Based on the settings the…
Updated 2 years ago by Maggie Mancini
Survey Action Plan Tips & Tricks. Step-By-Step Tutorial:. Conditions: Created in order to determine what conditions on the form will warrant a follow up task to be delivered. Select Criteria: what co…
Troubleshooting. Most Frequently Asked Questions:. For Recipients. "I accidentally filled out the survey incorrectly" You will need to reach out to your provider/organization.. "How do I unsubscribe?…
Updated 3 years ago by Amelia Boyer
Surveys - Reports. Survey Summary Report. PURPOSE : To show a daily snapshot of Athlete/Employee/Patient Name, date of last survey sent, if it was completed or not, the urgency (critical), and if a f…
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. Creatin…
Updated 3 weeks ago by Lindsey Puent
Creating a Survey Action Plan. Surveys do not have to have an action plan. The provider may review results via the Survey Summary Report. If you wish to be notified of the survey completion, you will…
Survey Response Protocols. Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instea…