Surveys help your agency collect caregiver feedback, monitor sentiment, and automate follow-up based on responses.

🎥Walkthrough: Surveys Workflow & Reviewing Responses

Open the survey workflow

• Go to Workflows > Surveys.

• Use filters to find surveys by status, response rate, date range, or title.

• Surveys may appear as Draft, Active, or Closed.

Create a survey

• Select Create Survey.

• Choose a template or begin with a blank survey.

• Add or edit questions.

• Available question types may include yes/no, multiple choice or dropdown, rating scale, and long text.

• Mark important questions as Required, especially when a reward depends on completion.

Configure survey settings

• Turn on Anonymous when responses should be collected without displaying the caregiver's identity.

• Configure escalation rules to email designated users when a response meets a selected condition, such as a low rating.

• Customize the caregiver notification message.

Add a completion reward

• A reward is optional.

• Enter the amount caregivers receive after completing the survey.

• Set a maximum total reward budget when the survey should stop rewarding after a specific amount has been distributed.

• Consider the survey length, urgency, and response window when choosing the reward.

Choose a sending method

• Send Now for a one-time immediate survey.

• Schedule for Later for a specific future date.

• Autopilot for recurring pulse checks, such as weekly, monthly, or quarterly surveys.

• Event-Based for surveys triggered by an employee milestone or behavior, such as a new-hire check-in or a period without visits.

Review responses

• Open a survey to view the high-level response summary.

• Use Individual Responses to review each submitted response when the survey is not anonymous.

• Review sentiment, recommendation scores, response trends, and topic summaries where available.

• Use response exports or email notifications when the results need to be shared with additional team members.