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Survey Settings

Configure when and how patient feedback surveys are sent.

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Accessing Survey Settings

Navigate to Settings > Surveys to configure your survey preferences.

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Dispatch Schedule

Set when surveys are automatically sent after procedures:

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Enabling Intervals

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Delivery Preferences

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Email Surveys

• Surveys sent to patient’s email address
• Include a secure link to the survey portal
• Reminder emails sent if not completed

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SMS Surveys

• Short link sent via text message
• Convenient for mobile users
• Requires valid mobile number

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Survey Expiry

Set how long surveys remain active:

• Default - 30 days
• Custom - Set your preferred duration

Expired surveys cannot be completed.

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Reminder Settings

Configure automatic reminders:

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Procedure Types

Select which procedure types trigger surveys:

• All procedures
• Specific procedure types only
• Exclude certain procedures

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Testing Surveys

Before going live:

1. Send a test survey to yourself
2. Complete the survey to verify questions
3. Check that responses are recorded
4. Adjust settings as needed