Every service is different, and you may require different survey questions for specific services. While you can assign a default survey to send for all appointments, you can also assign a different survey to a specific fee. This automatically sends the assigned survey to patients after their appointments booked with that fee.
When automated, surveys are sent to patients when their appointments end AND have an Attended status. Surveys are not sent to future-dated appointments.
Important
Before you begin, make sure that the Survey send setting is set to automatic. This setting can be found in Settings > General > Patient Access > Surveys.
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Click Finances > Fees.
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Click the fee from the list.
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Under Fee Details, for Default survey template, select the survey to link to this fee.
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Click Save Fee.
When the patient appointment with this fee finishes and the appointment has an Attended status, the assigned survey is automatically sent to the patient.
To remove the linked survey, for Default survey template, select Do not send a survey or Use group default.
Note
Appointment type settings override fee settings. If a fee is linked to an appointment type with its own assigned survey, patients receive that survey, not the fee's. To use the fee's survey, remove the appointment type's survey or unlink the fee.
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