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 appointment type. This automatically sends the assigned survey to patients after their appointments booked with that appointment type.
When automated, surveys are sent to patients when their appointments end AND have an Attended status. Surveys are not sent to future-dated appointments.
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Click Settings > General.
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Under the Appointment Settings section, next to Appointment Types List, click View All.
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Click an appointment type from the list.
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In the pop-up, for Default survey template, select the survey to link to this appointment type.
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Click Save.
When the patient appointment with this appointment type 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.
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