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Survey Settings

Setting survey preferences for new patients added to your practice and updating existing patient survey settings

Updated over 4 months ago

Our extensive Osmind Survey Library will help your practice evaluate patients and understand how they're responding to treatments.

To accommodate practices using a select set of surveys for all patients, we've introduced new patient survey settings. Now, when you invite a new patient to Osmind, they will receive the surveys configured for your practice. Configure your Surveys before adding patients so that your preferences apply.

Configure your practice survey settings for new patients

This feature helps save time by automatically adding and requesting surveys.

  1. Navigate to the survey settings in Osmind.

  2. Add the survey(s) that you want new patients to have configured when they are invited to Osmind.

  3. Adjust the send interval and threshold settings as desired.

  4. Invite a new patient. Their survey settings will match your set preferences.

Note: Changing these settings will not affect pre-existing patients.

Configure an individual patient's survey settings

This feature helps you customize care for individual patients.

  1. Navigate to the patient's chart and click "Settings."

  2. Add, remove, or edit their Survey Settings as desired.


Frequently Asked Questions

  1. I want to have some surveys added by default to all my patients but I don't want them sent until after the patient's first visit or after they have completed our intake process. What should I do?

    1. Set the "Send to patients" configuration in your practice survey settings to "No."

    2. When you are ready for the patient to start receiving that survey, switch that survey to "ON" in the patient Survey Settings.
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