Scheduling Assistant

Scheduling Assistant allows you to view and adjust scheduled surveys quickly.

Follow the steps below to access the scheduling assistant:

  1. Go to Surveys.
  2. Click Scheduling Assistant.
  3. Select the Survey.
  4. Optional: Filter by schedule type, reminder type, and reminder time. 
  5. Click Search.
  6. View surveys by patient, schedule, reminders.
  7. Click Edit to adjust the survey schedule or reminders.

Articles in this section

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