Survey Settings
Configure when and how patient feedback surveys are sent.
Accessing Survey Settings
Navigate to Settings > Surveys to configure your survey preferences.
Dispatch Schedule
Set when surveys are automatically sent after procedures:
| Interval | Typical Use |
|---|
| 2 weeks | Early recovery check |
| 6 weeks | Mid-term follow-up |
| 3 months | Rehabilitation progress |
| 6 months | Medium-term outcomes |
| 12 months | Long-term outcomes |
Enabling Intervals
Open Survey Settings
Navigate to Settings > Surveys
Select Intervals
Check the boxes for desired follow-up intervals
Save Settings
Click Save to apply changes
Delivery Preferences
Email Surveys
- Surveys sent to patient’s email address
- Include a secure link to the survey portal
- Reminder emails sent if not completed
SMS Surveys
- Short link sent via text message
- Convenient for mobile users
- Requires valid mobile number
Survey Expiry
Set how long surveys remain active:
- Default - 30 days
- Custom - Set your preferred duration
Expired surveys cannot be completed.
Reminder Settings
Configure automatic reminders:
| Setting | Options |
|---|
| Enable Reminders | On/Off |
| Reminder Interval | 3, 5, or 7 days |
| Maximum Reminders | 1, 2, or 3 |
Gentle reminders can significantly improve survey response rates without being intrusive.
Procedure Types
Select which procedure types trigger surveys:
- All procedures
- Specific procedure types only
- Exclude certain procedures
Testing Surveys
Before going live:
- Send a test survey to yourself
- Complete the survey to verify questions
- Check that responses are recorded
- Adjust settings as needed
