> ## Documentation Index
> Fetch the complete documentation index at: https://userguide.tesacloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Surveys

> Create surveys from templates, duplication, or from scratch

# Creating Surveys

Tesa Cloud offers three ways to create patient feedback surveys, each suited to different needs and time constraints.

## Survey Creation Options

When you click the **+** button on the Survey Selector page, you'll see three options:

<CardGroup cols={3}>
  <Card title="Import Template" icon="download">
    Start with a pre-built, clinically validated survey
  </Card>

  <Card title="Duplicate Existing" icon="copy">
    Copy one of your existing surveys as a starting point
  </Card>

  <Card title="Build from Scratch" icon="hammer">
    Create a completely custom survey
  </Card>
</CardGroup>

***

## Option 1: Import Template

Templates are pre-built surveys with clinically validated questions. This is the fastest way to get started with proven questionnaires.

### Available Templates

<AccordionGroup>
  <Accordion title="KOOS Knee Survey (For research & detailed analysis)" icon="clipboard-list">
    **Knee Injury and Osteoarthritis Outcome Score**

    | Attribute     | Details                                       |
    | ------------- | --------------------------------------------- |
    | Questions     | 42                                            |
    | Patient Time  | 10-15 minutes                                 |
    | Response Type | Multiple choice (5-point scale)               |
    | Best For      | Scientific studies, detailed outcome tracking |

    The KOOS survey comprehensively assesses five dimensions:

    * **Pain** (9 questions)
    * **Symptoms** (7 questions)
    * **Activities of Daily Living** (17 questions)
    * **Sport and Recreation** (5 questions)
    * **Quality of Life** (4 questions)

    **Advantages:**

    * Internationally validated and widely published
    * Detailed subscale scoring
    * Enables comparison with published research
    * Comprehensive functional assessment

    **Ideal For:**

    * Clinical research studies
    * Academic medical centres
    * Detailed patient outcome analysis
    * Insurance or regulatory documentation
    * Practices focused on data-driven outcomes
  </Accordion>

  <Accordion title="Tegner Activity Scale (For active patients)" icon="person-running">
    **Activity Level Assessment**

    | Attribute     | Details                                      |
    | ------------- | -------------------------------------------- |
    | Questions     | 1                                            |
    | Patient Time  | Under 1 minute                               |
    | Response Type | Multiple choice (11 levels)                  |
    | Best For      | Sports medicine, return-to-activity tracking |

    The Tegner scale asks patients to select their highest current activity level from 11 options ranging from disability pension (level 0) to competitive elite sports (level 10).

    **Advantages:**

    * Quick single-question format
    * Validated for tracking return to sport
    * Easy to compare pre- and post-operative activity levels
    * Widely used in sports medicine research

    **Ideal For:**

    * Sports medicine practices
    * Athletic patients
    * ACL reconstruction follow-up
    * Return-to-play decision making
  </Accordion>

  <Accordion title="MARS (For activity frequency tracking)" icon="chart-line">
    **Marx Activity Rating Scale**

    | Attribute     | Details                               |
    | ------------- | ------------------------------------- |
    | Questions     | 4                                     |
    | Patient Time  | 2 minutes                             |
    | Response Type | Multiple choice (5 frequency options) |
    | Best For      | Athletes, high-demand knee activities |

    The MARS assesses how often patients perform four key activities:

    * **Running** while participating in sports
    * **Cutting** (changing direction while running)
    * **Decelerating** (slowing down suddenly)
    * **Pivoting** (rotating on a planted foot)

    **Advantages:**

    * Specifically designed for active patients
    * Measures functional activity frequency
    * Short completion time with good detail
    * Validated for knee ligament injuries

    **Ideal For:**

    * Athletes and active patients
    * ACL/PCL reconstruction follow-up
    * Sports medicine practices
    * Tracking return to high-demand activities
  </Accordion>

  <Accordion title="IKDC (For comprehensive knee evaluation)" icon="stethoscope">
    **International Knee Documentation Committee Subjective Knee Evaluation Form**

    | Attribute     | Details                                     |
    | ------------- | ------------------------------------------- |
    | Questions     | 18                                          |
    | Patient Time  | 10 minutes                                  |
    | Response Type | Multiple choice                             |
    | Best For      | Ligament injuries, comprehensive assessment |

    The IKDC evaluates three key areas:

    * **Symptoms** (pain, stiffness, swelling, locking, giving way)
    * **Sports Activities** (highest activity levels without symptoms)
    * **Function** (stairs, kneeling, squatting, sitting, running, jumping)

    **Advantages:**

    * Standard outcome measure for knee ligament injuries
    * Internationally validated and widely published
    * Balanced length with comprehensive coverage
    * Single overall score for easy tracking

    **Ideal For:**

    * Knee ligament injuries (ACL, PCL, MCL, LCL)
    * Clinical outcome tracking
    * Pre- and post-operative comparison
    * Insurance documentation
  </Accordion>
</AccordionGroup>

### Choosing the Right Template

<Note>
  **All surveys include 3 standard questions.** Every survey automatically includes the Tesa Medical Standard compulsory questions for recovery scoring. Template questions are added on top of these. Consider your patient population — shorter surveys have higher completion rates.
</Note>

| Template   | Additional Questions | Time     | Completion Rate | Best For                           |
| ---------- | -------------------- | -------- | --------------- | ---------------------------------- |
| **Tegner** | 1                    | \< 1 min | 75-90%          | Sports medicine, activity tracking |
| **MARS**   | 4                    | 2 min    | 70-85%          | Athletes, ACL reconstruction       |
| **IKDC**   | 18                   | 10 min   | 50-70%          | Ligament injuries, outcomes        |
| **KOOS**   | 42                   | 15 min   | 40-60%          | Research, detailed analysis        |

### Importing a Template

<Steps>
  <Step title="Open Survey Selector">
    Navigate to **Settings > Surveys** and click the survey selector
  </Step>

  <Step title="Click Add Survey">
    Click the **+** button to create a new survey
  </Step>

  <Step title="Select Import Template">
    Choose **Import Template** from the options
  </Step>

  <Step title="Choose Template">
    Select from KOOS, Tegner, MARS, or IKDC templates
  </Step>

  <Step title="Customise if Needed">
    The template is imported as a draft — modify title, questions, or email content as needed
  </Step>

  <Step title="Publish When Ready">
    Change status to **Published** when ready to send to patients
  </Step>
</Steps>

***

## Option 2: Duplicate Existing Survey

Copy one of your existing surveys to create a variation without starting from scratch.

### When to Duplicate

* Creating procedure-specific versions of a base survey
* Testing changes without modifying the original
* Creating surveys for different patient populations
* Archiving a survey while continuing with a modified version

### Duplicating a Survey

<Steps>
  <Step title="Select Source Survey">
    Choose the survey you want to copy
  </Step>

  <Step title="Click Duplicate">
    Select **Duplicate Existing** when creating a new survey
  </Step>

  <Step title="Choose Survey">
    Select from your existing surveys
  </Step>

  <Step title="Modify as Needed">
    Update the title, questions, or settings for the new survey
  </Step>

  <Step title="Publish">
    The duplicate starts as a draft — publish when ready
  </Step>
</Steps>

<Tip>
  Duplicated surveys include all questions, response options, and translations from the original. The 3 compulsory standard questions are always included automatically.
</Tip>

***

## Option 3: Build from Scratch

Create a completely custom survey tailored to your specific needs.

### When to Build from Scratch

* Creating specialised questionnaires for specific conditions
* Designing research instruments with unique requirements
* Building patient satisfaction surveys
* Developing practice-specific outcome measures

### Building a Custom Survey

<Steps>
  <Step title="Create New Survey">
    Select **Build from Scratch** when creating a new survey
  </Step>

  <Step title="Standard Questions Auto-Included">
    The 3 compulsory standard questions are automatically added to your survey
  </Step>

  <Step title="Set Survey Details">
    Enter the survey title, introduction text, and email content
  </Step>

  <Step title="Add Questions">
    Navigate to the questions editor and add your additional questions
  </Step>

  <Step title="Configure Response Types">
    Set each question to Slider, Multiple Choice, or Free Text
  </Step>

  <Step title="Add Translations">
    Provide translations for multi-language support (optional)
  </Step>

  <Step title="Preview and Test">
    Use the Preview button to test the patient experience
  </Step>

  <Step title="Publish">
    Change status to Published when ready
  </Step>
</Steps>

***

## Implementation Recommendations

### For High-Volume Practices

<Card title="Recommended: Build from Scratch" icon="bolt">
  The 3 compulsory standard questions provide a complete recovery tracking survey on their own. For high-volume practices, this minimal survey maximises response rates.

  * Build from scratch (the 3 standard questions are auto-included)
  * Add 1-2 practice-specific questions if needed
  * Enable all follow-up intervals for trend tracking
  * Monitor completion rates in the Results dashboard
</Card>

### For Research-Focused Practices

<Card title="Recommended: KOOS Survey" icon="microscope">
  When detailed outcome data is required for publications or research protocols, the KOOS survey provides internationally validated, comparable data.

  * Import the KOOS template
  * Consider patient incentives for completion
  * Set realistic response rate expectations (40-60%)
  * Use the detailed subscale scores for analysis
</Card>

### Hybrid Approach

Some practices use both approaches:

1. **Standard-only for routine follow-up** — All patients receive a survey with just the 3 compulsory questions
2. **KOOS for selected patients** — Research patients or those requiring detailed tracking receive the comprehensive KOOS survey (which also includes the 3 standard questions)

This balances broad outcome tracking with detailed data collection where needed.

***

## After Creating a Survey

Once your survey is created:

1. **Review in Draft status** — Make any necessary edits
2. **Preview the survey** — See exactly what patients will see
3. **Publish** — Change status to make the survey active
4. **Configure dispatch settings** — Set follow-up intervals and delivery preferences

<Info>
  Surveys must be **Published** before they will be sent to patients. Draft surveys are saved but not dispatched.
</Info>