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Surveys

Creating & Sending A Survey

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 S…

Updated 10 months ago by Maggie Mancini

Receiving & Completing a Survey Patient POV

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 10 months ago by Maggie Mancini

Creating a Survey Action Plan

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…

Updated 1 year ago by Niki Budd

Survey Action Plan Tips & Ticks

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…

Updated 1 year ago by Niki Budd

Scheduling A Survey

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 1 year ago by Niki Budd

Sending a Survey - App

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 1 year ago by Amelia Boyer

Survey Response Protocols

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…

Updated 1 year ago by Amelia Boyer

Survey Reports

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…

Updated 1 year ago by Maggie Mancini

Survey Troubleshooting

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

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