This article provides an overview of the Survey Engine. For information on how to send a questionnaire to your patient please see the How to Send a Questionnaire.
Getting started with the Survey engine
1. To start with the Survey Engine, navigate to the clinic drop-down menu and select Admin. This will launch the Admin Panel where the Survey Engine is located.
2. Click on the “Survey Engine” tab to open up the Survey engine
Creating a Survey Template
1. Once you're on the Survey Engine Page, Click the "New" button on the left to create a new survey template.
2. Add a title for your template and choose whether you want to make it Private. If you select the Private option, other users in your clinic will not be able to share this survey with patients.
3. Click the Add button to start your survey template.
Editing a Survey Template
1. Create an Introduction
Start editing your survey template by adding in an introduction. This information will appear at the top of the survey and can provide context or instructions on how the patient should be completing the questionnaire.
2. Qustieons
By default, each questionnaire starts with one Free Text question type, you can change the type of question by selecting from the options in the header.
To add an additional question block click Add Question at the bottom of the template.
We will go through each question type individually, but let's start with what they all have in common:
Question field - this is where you can input your question.
Required toggle - if the toggle is enabled and green, the question becomes 'required' and the patient has to provide a response in order to submit their questionnaire.
Trash icon - this will remove the question from your template, this action cannot be undone.
Hamburger Icon - each question has 3 horizontal lines, this icon can be clicked and dragged to re-arrange the order of the questions in a template.
3. Question Types
There are 4 types of questions available to create in Arya's Survey Engine. They include:
Free Text
Multi Choice
Multi Select
Likert Scale
Free Text
This question type allows patients to input a custom response into a textbox.
📖 Note: The "Free Text" box is a placeholder for where the patient will be responding, this text field cannot be modified at the template level.
Multi Select
This type allows patients to select one or more options from a list set in the template.
To add additional options, click "add option" at the bottom of the question block.
To remove an option, click the "x" that appears to the right.
📖 Note: Options will not save if you update the question type
Single Select
This question type allows patients to select only one option from a list set in the template.
To add additional options, click "add option" at the bottom of the question block.
To remove an option, click the "x" that appears to the right.
Likert Scale
This question type allows patients to pick from a scale of options (Never to Always; Unlikely to Likely; etc) for a number of statements.
Likert scales can be set from a minimum of 1 option to a maximum of 10 options. The number can be set in the "scale" box.
To add additional options, click "add option" at the bottom of the question block.
To remove an option, click the "x" that appears to the right.
Saving, Publishing and Deleting a Survey Template
To save your changes to a survey template click on the “Save as Draft” button.
If you're done creating your survey template and are ready to publish it for use in your clinic, click on the “Publish” button.
If you no longer want a survey template, click on the "Delete" button. Your template will be removed from the Survey Engine and will no longer be listed as an option on the Portal page. Any existing questionnaires in a patient's chart that were made using the deleted template will still be accessible.
Generate Note
You can set up your questionnaire to automatically generate a note in the patient chart when the answers are submitted back into your clinic. To learn more about this option, please check the manual below.