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Surveys

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Within Manage, you can design, maintain and administrate a full patient survey system. Once created, these surveys can be managed within the Patient Information file (Patient Information)  or from an Appointment in the Appointment Scheduler (Appointment Schedule.)

 

 

The screen prompts are:

 

To add a new survey, click ADD.

 

NAME - Give a short name for the survey.

 

DESCRIPTION - Give a brief description of what this survey is.

 

PREREQUISITE - If a prerequisite survey prior to this survey needs to be completed by a patient, choose the prerequisite survey using the drop-down list.

 

DAYS SURVEY IS VALID FOR - Indicate (in number of days) how long this survey will be valid and relates to PREREQUISITE's. For example, Survey 2 has a prerequisite that Survey 1 must be completed. You can stipulate that Survey 1 is valid for 365 days. This means if a user wants to use Survey 2, the system would verify that Survey 1 has been completed within the past 365 days. Basically ensuring that Survey 2 can only be completed if Survey 1 is still valid.

 

QUESTIONS - Click the ellipsis button box to get access to the question and answer maintenance. When you access the questions, you are presented with this screen...

 

 

To add a new question, press ADD.

 

Fill out the DESCRIPTION field with your specific question as it is to be presented. CHANGE or DELETE        as needed. INSERT a question between two existing questions with the corresponding buttons if needed.

 

Click on the ANSWERS ellipsis button button to add the available answer options for this specific question.

 

 

 

Use ADD to add the various valid answers to be accepted for this survey question.

 

 

Once the surveys have been set up, users can click the SURVEYS link and access them for your patient        (from either the PATIENT FILE or from the APPOINTMENT DETAILS within the appointment scheduler).

 

To print the selected survey, click PRINT. To test the survey, click TEST.

 

To save the changes in this screen, press CONTINUE and return to the previous screen.

 

 

Click SAVE to store changes. Click EXIT to close the window.