Starting a New Round

Access the list of configured surveys for your company, and complete the questions for the selected patient.

First display the list of preconfigured surveys, then select the survey you want, complete the questions, and finally submit the form.

  1. Display the New Round list of surveys in either of the following ways.
    1. In a patient's Details, select New Round.

    2. In the patient grid, select Round.

  2. Select the round in the New Round list that you wish to assign for the patient. In this example select the Welcome round.

    The list of available New Rounds is defined by the customer. See your Client Services Manager for assistance with the list of rounds provided.

    The round survey form displays.
  3. Complete the questions in the survey with the patient. Each survey form contains questions designed for the specific round's intention.

    Patient information is displayed in the Patient Demographics section. Refer to Customizing the Patient Information Display for more information about the patient details provided.

  4. Select one of the following to exit the round form:
    • Cancel: Close the round form without saving any changes.
    • Save: Close the round form and preserve the entries without submitting the form to the system.
    • Save & Submit: Close the form and submit it to the system; no additional changes can be made.