Create a Survey

You can create a new survey based on appointment type, if required.

Note:

Surveys and questionnaires are intended solely for patient onboarding, registration (patient intake), and gathering of information. Do not use surveys for calculations of diagnosis or for diagnostic purposes.

To create a survey:

1. From the Survey Management module, select Survey Admin. APEX Surveys opens in a new browser window.
2. If you have not already done so, select Create my personal workspace. The Your Workspace page is displayed.
3. Enter a name for your workspace and select Create my workspace.
4. Select whether you want to create a blank survey, start from a template, copy an existing survey, import from a file, or create a Quick Survey.

   Note:

   If you import a survey from a file, .JSON and .ZIP are the two supported file types.
5. Enter a name for your survey.
6. Select I Agree in the Legal Disclaimer box.
7. Select Continue. The Survey Design page opens.
8. Optionally, you can select Add Content (+) next to Welcome Page to add a Welcome page to the beginning of the survey and then a Thank You page to the end of the survey.
9. Enter the first question in the Question Title box. By default, questions are in multiple choice format. To change the answer format, select Edit (pencil icon) next to the question. Then you can select other answer types such as dropdown list, check boxes, short answer text, comment boxes, and so on. You also can add short descriptions.
10. Select Add (+) under the first question to add another question.
11. Optionally, you can set questions as required or optional.
12. Optionally, you can select Preview to verify that your surey works as expected in a new browser tab.
13. When you have added all questions and validated that it works as expected, select Save. To associate a survey with an appointment type, select it from the Surveys section of the Scheduling module for the applicable appointment type.