Creating Surveys

Easily collect valuable patient data using validated surveys.

To create a survey, follow the steps below:

  1. Go to Setup.
  2. Click Surveys.
  3. Click Add. You can also click the "Import from D360H" button to review what surveys are available in the library.
  4. Enter a title and select the survey category.
  5. Optional: Customize survey by requiring reviews, capturing metrics, adding resources, consent forms, etc.
  6. Click Save.
  7. Click the Questions tab.
  8. Select one or multiple questions, then click Attach Question(s) or Add New Survey Question.

To learn more about creating survey questions, visit: Create Survey Questions

Optional: Click the Configured Scores tab to create a total, average, or percentage score based on the following question types:

  • 0 or 1 Rating
  • 0 to 2 Rating
  • 0 to 3 Rating
  • 0 to 4 Rating
  • 0 to 5 Rating
  • 0 to 6 Rating
  • 0 to 10 Rating

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
  • Monday to Friday; 10:00am - 5:00pm EST