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Consultation

Patient Satisfaction Survey

Patient satisfaction is crucial for better Clinical outcomes and patient retention. By creating a Patient satisfaction survey, you can measure the Patients' satisfaction and get their feedback on the treatment offered. As a first step, you have to 'Create Feedback Form' from the 'Settings > Questionnaire' section.

Assign Consent Form to Providers/Visit Types

On creating a Consent form, you need to assign it to Providers/Visit Types from the 'Settings > Questionnaire > Preferences > General Questionnaire/Consent Form' section.
Consent Form Preferences

You can either have one Consent form for all Providers and Visit Types or have different forms for each.

Assign Feedback Form to Providers/Visit Types

On creating a feedback form, you need to assign it to Providers/Visit Types from the 'Settings > Questionnaire > Preferences' section.

You can either have one Feedback form for all the Providers and Visit Types or have different forms for each.
Feedback Form Preferences

Feedback Frequency/Notification

When you create a Feedback Form, you can configure additional preferences, like the frequency of sending the Feedback Form. Instead of sending the Feedback form for every visit, you can choose other options viz., 'Every Five Visits', 'Every Ten Visits', etc. Whenever the Patients submit their Feedback, you can notify the Providers or other Practice members. If you do not prefer the filled notification messages to go to the Providers, uncheck the 'Respective Provider' option and choose the other member to whom the notifications need to be delivered. You can also configure whether to send a Feedback form immediately after the Consultation or a few days after Consultation.
Feedback Frequency

Share Feedback Form

The feedback form assigned to the Provider/Visit Type gets automatically sent to the Patients once the Encounter gets signed. We support sending the form by Email and SMS. You can configure the required sending option(s) from the 'Settings > Questionnaire > Preferences' section.
Share Feedback Form

If you need to send the Feedback form to Patients without Consultation, you can manually send it from the Patient Dashboard. To send the Feedback form manually, go to the Patient Dashboard, click on the 'More Options (...)' icon above, and choose the 'Send Feedback Form' menu. Choose the required feedback form, mode of sending (Email or SMS), and click on the 'Send' button.

You can configure the Feedback Email content from the 'Settings > Templates > Email Templates' section, using the 'Feedback Form Notification (Automated)' and 'Feedback Form Notification (Manual Send)' templates.

Fill Feedback Form

Patients can fill out the form using the link provided in the email or SMS.

Feedback Form LinkMobile Feedback Form

Receive Filled Notification

The Providers get a notification message in Charm once Patients fill out the form. The message also has a link to view the details filled in by the Patient. If required, the Providers can turn off the notification message from the 'Settings > Message > My Preferences' section.
View Patient Feedback