Surveys

Build a survey

Surveys lets a practice collect structured answers through supported client workflows. Open Settings → Surveys or the Surveys App, create a survey, and add questions in a clear order. Use the least sensitive question type that meets the purpose.

Set when the survey is sent or shown, which clients or services it applies to, and whether answers are required. Review the wording for consent, accessibility, and privacy before activation.

Test and send

Preview the survey with test data. Confirm required and optional behavior, branching or choices when present, completion confirmation, and the employee view of results. Activate it only after the test matches the intended workflow.

If a survey is not delivered, check its active state, trigger, applicable service or client, message configuration, recipient contact details, and whether the expected appointment state occurred. Avoid resending until the existing delivery status is understood.

Review and retire

Survey responses may affect client service, but they are not a substitute for urgent communication or a clinical record. Restrict result access to authorized employees. Before editing or deleting questions, consider how the change affects earlier responses and reports.

Privacy

Do not ask for passwords, payment credentials, authentication codes, or unnecessary identity data. Survey answers may contain health or other sensitive information. Do not paste them into an AI Assistant question. The Assistant can explain survey setup from this article but cannot retrieve or summarize client responses.