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Use Client Surveys
Updated over a week ago

In-App Guide: You can follow an in-app guide to send a survey by clicking here.

A survey can only be sent after a resolution case has been created. For help, refer to the Create a Resolution Case article.

Use Client Surveys

1. Click Tasks and then Resolution Cases in the slide-out menu.

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2. Select a relevant resolution case from the list.

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3. Under the Work tab on the resolution case workspace, select Client survey.

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4. Click Send to your client.

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5. In the Client Portal window, click the checkbox in line with your client’s name and information.

If you wish to send the client survey to a new email address, type it in the Enter the email of a new person text box.

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6. Click Send.

  • The Client Portal window will close.

  • A notification will load letting you know that Your survey was sent!

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7. Click View survey to see your client’s progress.

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Send an In-Progress Client Survey

1. Navigate to the Client Survey.

2. Click Send.

The Client Portal window will open.

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3. Click the checkbox in line with your client’s name and email address.

If you wish to send the survey to a different email, click Add another person.

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4. Click Send.

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Resend a Client Survey

1. In the sidebar of the Survey screen, click Resend.

The Client Portal window will open.

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2. Click the checkbox in line with the client’s name and email address.

If you wish to send the survey to a different email, click Add another person.

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3. Click Send.

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Fill Out the Survey Independently

1. In a new resolution case, navigate to Client survey.

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2. Select Skip this, I'd like to fill it out myself.

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3. To view the survey as a Practitioner or Client, select Survey settings.

Clients aren't able to access the Survey settings in their portal.

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