Follow the steps below to easily issue a survey to a patient:
- Go to Surveys.
- Click Take a Survey.
- Locate the survey and click Take Survey.
- Enter the patient information and click Continue to search.
- If more than one patient matches the search criteria, locate the patient and click Select or refine your search.
- 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).