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Manage Surveys

This user guide provides step-by-step instructions on creating, editing, and attaching a survey to a service in the DigiMEDSPA Portal.

Understanding Terminologies

Surveys

A Survey is a tool used to gather feedback from patients regarding their experiences, satisfaction with procedures, and overall service quality. It typically consists of questions designed to assess patient preferences, procedure outcomes, and areas for improvement. These surveys help Med SPAs make informed decisions to enhance patient care, tailor services, and improve overall patient satisfaction.

Create a Survey

  1. The user can create a survey by navigating to the Clinical Documentation App from two entry points.
    1. From the EMR Panel of the App Dashboard, click on "Clinical Documentation"
    2. From the Left Navigation, click on the “EMR” dropdown and select “Clinical Documentation”. Then select ‘’Surveys’’ from the dropdown.
  2. From the "Clinical Documentation" dropdown, select ‘’Surveys.'’
  3. To create a new survey, click the ‘’New Survey’’ button in the top right corner of the screen.
  4. Fill in the required information, including Name, Question, and Answer Type. Select the appropriate Answer Type from the dropdown menu.
    Note: “Text Small” allows short responses, while “Text Large” is used for more detailed answers. “Boolean” offers a simple "Yes/No" choice. “Multiple Choice” Text presents a list of text options from which the patient can select one or more answers. “Multiple Choice Images” provides image options for selection instead of text.
  5. To add another question to your survey, click “Add New Question”, then fill in the question and select the appropriate answer type. You can add as many questions to your survey as needed.
  6. If you select "Multiple Choice Text" or “Multiple Choice Images” as your answer type, click the “+” sign to add answer options. You can also allow patients to select multiple answers.
    Note: You can also remove questions from the survey by clicking ‘’Remove.’’
  7. Once you've finished adding all the questions, click “Create Survey” to save it.
    Your Survey has been successfully created!

Edit a Survey

  1. From the surveys list, click on three dots under the action column and select "Edit" for a specific survey you want to edit.
  2. Make the desired changes in the survey form. Once done, click 'Update Survey' to apply the changes.
    Your Survey has been successfully edited! Note: Survey can also be edited by clicking the "Edit Survey" button in the top right corner of the View Survey Page.

Attach a Survey to a Service

  1. In Step 2 of creating or updating a service, selecting a survey will display a dropdown with relevant options. Choose the survey you want to attach to the service.
  2. After selecting the relevant survey for the service, click “Next”. At Step 3, click “Submit” to save the updates.
    The Survey has been successfully attached to the service!