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Assigning a survey

  1. From the provider dashboard, click Assign survey
  2. Select a patient (or create a new patient profile)
  3. Choose a survey from your available templates or custom surveys
  4. Set an optional due date
  5. Click Send — the patient receives a magic link via email
Patients access surveys through magic links sent to their email. No password or app download is required. Each link is unique and single-use for security.

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Tracking assignments

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Assignment status

Track where each assignment stands:
StatusMeaning
SentSurvey delivered, not yet started
In progressPatient has opened the survey
CompletedPatient submitted responses
ExpiredPast due date, not completed

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Reminders

Patients who haven’t completed their survey can be sent reminders from the assignment detail view.

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Bulk assignments

For recurring assessments, you can assign the same survey to multiple patients simultaneously from the Surveys page.