Patient Survey
Note: The survey is static. The patient will receive the survey to complete, and these shared responses will be recorded. You can view them in the Survey tab within the Provider portal.
To access the survey, please click the briefcase icon within the Patient listing under Quick Actions.
You can find an accordion at the top. It may be expanded or collapsed as needed. By default, the patient details accordion will be collapsed.
Once the expand button has been clicked, you will be able to view the expanded Patient details, as follows. On the left side, you can also see a call icon next to the Mobile number; this icon is used to call the patient on their cell.
Please click the Survey tab, where you will find two sections: Survey Answered and Send Survey.
Survey Answered
- In the Survey Answered tab, you can view the list of surveys that have been answered by the patient.
- To view the Surveys assigned to the patient, note that surveys can be assigned based on the patient’s Patient Status and Period Daily, Weekly, and Monthly.
- You can view the Calendar at the top and the Survey list on the left. By clicking on any survey, you will be able to view the patient’s survey and the corresponding responses on the right.
Send Survey
- The survey is organized into three sections: Survey History, Survey List, and Send Survey by.
- In the Survey History section, you can view the surveys you have sent to the patient, including the time and date. This provides a log of activity for your future reference.
- In the Survey List section, you can view all surveys you have added at the center level. All configured surveys will be listed here.
- To send a survey to the patient, select the survey you wish to send from the survey list, then choose your delivery options (you may select a single option or both): email and SMS. After making your selection, click Submit.
- After the survey has been sent, you can review the corresponding entry in the Survey History section.
- Surveys can be viewed on a daily basis. You may select the period you would like to review by choosing the From and To date range in the Duration field located at the top-right.
- You can click on the dates to view the corresponding responses.