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Surveys: Create, Assign, Edit and Delete

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1. Click the Collect tab and select Surveys.

Surveys.jpg

2. On the Survey page, click Create a Survey.

Survey_Page.jpg

3. Enter the Survey Name and click Save.

4. Click add description. A pop up window will open. Enter the description and click save.

5. Click add question. A pop up window will open.

6. Choose a Question Type:

- Text Answer: Ask a question that requires the patient to fill in an answer.
- Multiple Choice (single answer): Ask a multiple choice question that requires the patient to choose only one answer.
- Multiple Choice (multiple answers): Ask a multiple choice question that allows a patient to choose multiple answers.
- Slider: Ask a question and provide a slider for submitting answers. (i.e. on a scale of 0-10)

7. Enter a Question.

8. Required? Yes: must be answered before submitting survey.

9. (For multiple choice questions only) Choose response set and enter possible responses. Make sure to put each possible response on a new line (write a response then press return to go to a new line). Choose Orientation (Horizontal or Vertical) for displaying choices.

10. (For slider questions only) Choose a range. Label the starting and ending ranges. Choose Orientation (Horizontal or Vertical) for displaying choices.

11. Click Save.

12. Add more questions in the same manner by clicking add question.

Note: Edit any survey part by clicking the edit icon. Delete a question by clicking delete icon. Change the order of questions using 
New_Survey.jpg13. Click Finish. The survey is now listed under My Surveys.

Created_Survey.jpg

NOTE: Copy an existing survey by clicking  under Action for the survey. Then enter a new survey name and click save.

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Assign a Survey

1. Click the Collect tab and select Surveys.

2. On the Surveys page, locate the desired survey name and select the assign icon.

3. Click select recipients link.
4. Click the Anonymous check box to collect and view responses anonymously. This is useful for aggregate reports.

5. Click Save.

Note: Recipients will see this message on their homepage:

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Edit a Survey

1. Navigate to the Collect tab and select Surveys.

2. Locate the survey name and click the edit icon.

3. Once in the survey edit screen, use the next to the title to edit the title, and each section of the survey can be edited by selecting the  as well:

4. When you are done, select  finish.

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Delete a Survey

1. Navigate to the Collect tab and select Surveys.

2. Locate the survey name and click to the right.

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