Gather Information with Surveys

Surveys are a valuable way of efficiently gathering feedback from the people whose care you manage. From the console, it’s easy to send surveys to patients or members and have a record of the responses at your fingertips.

You can find surveys by selecting Assessments from the patient navigation menu.

Note Prior to Winter ‘23 release Surveys was named Assessments. The component name is still listed as Assessments but it is the Salesforce Surveys feature. There is a new feature named Assessments that uses Discovery Framework and OmniStudio.

The Assessments tab shows surveys that have been started, completed, or sent to someone and surveys that are available for that person.

The Patient Assessments subtab lists all the surveys that you, as the logged-in user, have started, completed, or sent to that patient or member. You can see the date you sent the survey, whether it’s been completed, and the version of the survey you’re viewing. To see the survey responses, click the name of the survey.

The Available subtab shows the list of surveys you can use for a person and gives you options for gathering the survey information. If you’re performing a phone screening, select Complete Assessment, open the survey, and take the assessment on behalf of the person you’re speaking with. Your name is saved as the submitter of the assessment. To email the assessment to someone, select Send to Patient in <Experience Cloud Site Name> and an email message goes out to the patient or member. The email contains a link to the assessment and the person can log into the site and complete the assessment.

The Survey Question page shows a list of questions and their responses. You can drill into the question to see the question name, and details such as which version of the survey the questions is associated with.

The Related subtab of the Survey Response tab shows the questions associated with the assessment and the selected answers or choices the person made.

The Details tab shows other important details such as the submitter’s name, the invitation link, and the status, completion date, and version of the survey.