Survey creation
From a template
Start with a validated clinical instrument:- Navigate to Surveys → Create survey
- Browse the template library (PHQ-9, GAD-7, PCL-5, etc.)
- Select a template — questions and scoring are pre-configured
- Optionally customize the introduction text or add supplementary questions
- Save and assign to patients
Custom surveys
Build a survey from scratch:- Navigate to Surveys → Create survey → Custom
- Add questions using the survey builder
- Configure response types and optional scoring
- Preview the patient experience
- Save the survey