Take a Survey

Follow the steps below to easily issue a survey to a patient: 

  1. Go to Surveys.
  2. Click Take a Survey.
  3. Locate the survey and click Take Survey.
  4. Enter the patient information and click Continue to search.
  5. If more than one patient matches the search criteria, locate the patient and click Select or refine your search. 
  6. There are three options to have the patient take the survey:
    • Send Request - Send a survey request via email or text. Optional: Include when the patient must complete the survey.
    • QR Code - Patient can use their smartphone camera to scan the QR Code. Click the link, and the survey will open in their browser.
    • Continue & Take Now - Select Patient Will Take, or I Will Enter Patient's Response(s).

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