Overview

Build a post-visit survey as a registration form with the survey setting turned on, then optionally schedule it to send automatically after appointments. Creating the survey form doesn't schedule it on its own — the form is the survey content, and the Communication Timeline controls when it's delivered.

Before you begin

• Access to Config > Registration (and Config > Communication Timeline if you want it to send automatically).

Create the survey

1. Go to Config > Registration.
2. In the Forms tab, click Add New Registration Form.
3. In the Form Details tab, complete the basic setup — Title, Description, Sequence, and How often is this form required?
4. Open the Miscellaneous tab.
5. Turn on Is this a post-visit survey? This tells the system the form should behave as a survey instead of a standard registration form.
6. Complete any other optional settings on that tab if needed, such as age requirements, tasklist settings, or public form settings.
7. Open the Sections tab.
8. Add the sections you want included, using the Add a section dropdown to add existing sections.
9. Arrange the sections in the order you want them to appear.
10. Click Save.

Customize the survey

• After saving, use Actions > Open in Designer to make more detailed changes to the survey layout or fields.
• Use Preview or Preview & Test to review the patient experience.

Make the survey send automatically

To have the survey go out automatically after appointments:

1. Go to Configuration > Reminders > Communication Timeline.
2. Click the day you want the survey to send after the visit.
3. Set Event Type to Survey.
4. Choose the Communication Method.
5. Set the timing and time of day.
6. Add any needed assignments.
7. Click Save.

Troubleshooting

• If you created the survey but it never sends, then remember the form is only the content. You still need a Survey event on the Communication Timeline to deliver it.
• If the form behaves like a standard registration form, then confirm Is this a post-visit survey? is turned on in the Miscellaneous tab.