Patient surveys are an integral part of ChiroUp EHR. Patients will be completing a survey at each visit. There are a few ways you can manage complete (or incomplete) surveys in ChiroUp EHR.

There are a few places where you can view survey completion in ChiroUp. Choose the method that best fits your workflow. 

• Appointment Panel: see all surveys requested related to a specific appointment & their completion status
• Patient Chart: a great way to view all-time survey activity for a specific patient.
• Notification feed: a great way to keep track of what surveys are being completed in live-time. 

🚀 Appointment panel 

Click any patient appointment to open the appointment panel, then scroll to the Surveys section.

Here, you can view all surveys requested for the appointment, along with their delivery times and completion times, if completed.

💡Pro Tip: 

Review the appointment's Activity Log for additional information about that appointment's activity! 

 

🚀 Patient Chart

The patient chart will show an entire log of interactions with or on behalf of the patient— including surveys. The chart is a great way to view all-time survey activity for a specific patient.

From the patient record, select the Chart tab. To view only survey requests, we recommend filtering by Request for Info. 

A green checkmark next to a survey indicates that it has been completed! 

Click any of the line items to view more details on the request. 

🚀 Notification feed 

To access the survey notification feed, click the bell icon in the top right corner of your account. Then, ensure you're on the inbox feed by clicking the inbox icon at the bottom of the activity panel.

This activity feed will give a notification when a survey has been completed. Monitoring the notification feed is a great way to keep track of what surveys are being completed in live-time. 

Click on the linked patient name to navigate to the patient record or the linked survey name to view survey results.