Scheduling Survey to Patients

TABLE OF CONTENTS

• Assign Surveys to Patients
• Bulk Scheduling of Surveys to Patients: 

Assign Surveys to Patients

To assign surveys, follow these steps:

1. Navigate to the patient's profile.

2. Click on the profile and select “+ Add New”. 

You'll find a list of published surveys under 'Custom Surveys'. Click on the survey that you would like to assign.

There are two types of surveys: administered and non-administered. Administered surveys are given before assessments, while non-administered surveys are given afterward. 

You can view completed surveys under Completed Assessments & Clinical Form in the patient’s profile. 

Bulk Scheduling of Surveys to Patients: 

With this functionality, a survey can be assigned to multiple patients within a specific facility. For example, if all patients at a facility named "xyz" are required to complete the survey, this feature allows for the assignment to all patients. This option is accessible for published surveys under the available actions on the main screen.