> ## 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.

# Survey Settings

> Configuring automated survey dispatch

# 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

<Steps>
  <Step title="Open Survey Settings">
    Navigate to Settings > Surveys
  </Step>

  <Step title="Select Intervals">
    Check the boxes for desired follow-up intervals
  </Step>

  <Step title="Save Settings">
    Click Save to apply changes
  </Step>
</Steps>

## 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      |

<Tip>
  Gentle reminders can significantly improve survey response rates without being intrusive.
</Tip>

## Procedure Types

Select which procedure types trigger surveys:

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

## 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