Send Survey Invitations to Patients

Invite patients to participate in a survey by sending them a link in an email. Create that email using an email template.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

User Permissions Needed
To view Setup and Configuration for Surveys:	Read, Create, Edit, and Delete on Surveys, Survey Invitations, Survey Responses, and Survey Subjects
To give end users the ability to read and respond to surveys:	Read on Surveys, Survey Invitations AND Read and Create on Survey Responses

User Permissions Needed

To view Setup and Configuration for Surveys:

Read, Create, Edit, and Delete on Surveys, Survey Invitations, Survey Responses, and Survey Subjects

To give end users the ability to read and respond to surveys:

Read on Surveys, Survey Invitations

AND

Read and Create on Survey Responses

In Setup, find the admin permission set you want to edit, by entering Permission Sets in the Quick Find box, then selecting Permission Sets.
Assign these permissions to the profiles that administer surveys
1. Read for the Surveys object.
2. Read, Create, Edit, and Delete for the Survey Invitations object.
Next, give end users the ability to read and respond to surveys. In the Patient tab, click Care Plans | Care team | Add member to community
On the Contact page, under Change Record Type, click Enable Customer User. Select Customer Community Plus for the profile.
Assign these permissions to the Customer Community Plus profile:
1. Read for the Surveys object.
2. Read for the Survey Invitations object.
3. Create, Read, and Update for the Survey Responses object.

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