Understanding and Configuring Survey Feature

00:00: Collecting patient. Feedback is a powerful way to understand their experiences and

00:04: improve the quality of care in kilogram.

00:07: You can configure surveys to gather structure ratings, open-ended comments,

00:11: or a combination of both.

00:14: The survey settings and patient care Journey.

00:16: Now, give you flexibility to decide how and when patients are asked

00:20: for feedback, whether you want to run full, surveys, capture comments only

00:24: or follow up on negative ratings, you can choose the approach that best fits

00:28: your practices workflow.

00:31: By customizing these options you can ensure patients, always have

00:35: a way to share their thoughts. Keep surveys, simple, or detailed depending on

00:39: your needs personalize. The messaging patients.

00:41: See when asked for feedback Target follow-up.

00:44: Only, when patients report negative experiences, this guide explains

00:49: each survey option and how you can configure it for your practice.

00:52: If you don't see this feature contact your practice admin or customer

00:56: support at support at Kiera graham.com,

01:00: So, let's get started.

01:02: On your kilogram app dashboard navigate to the settings tab?

01:07: Next, find and look for the patient care Journey option.

01:11: You'll find various options here. However, let's first discuss the

01:15: different survey options available.

01:18: Here you'll see the first survey option and how to edit those templates.

01:22: Let's discuss first. The rich for all and basic plus Rich

01:26: for negative review survey option.

01:29: When you use the rich for all or basic plus Rich for negative review

01:33: survey options, you'll see a pop-up where you can add or edit Rich survey

01:37: questions these questions. Let you collect structured feedback on areas like staff

01:42: providers or wait time. At least one question must always

01:46: remain to avoid errors. Removing all questions would cause an error.

01:50: When a patient open, the link. So the system prevents deleting the last one below.

01:54: The questions you'll find the direct feedback messaging field.

01:58: This allows you to customize the open-ended message patients.

02:02: See when leaving comments, the text is limited to 500

02:06: characters sync to cross both the rich survey and feedback modals and

02:10: comes with a default template. You can edit to fit your practices tone.

02:15: Here's a sample of the survey. The patient receives for either Rich.

02:17: For all or basic plus Rich for negative review.

02:21: Survey options.

02:23: If you choose feedback for all know, ratings are collected patience

02:27: simply receive a feedback link where they can type in their thoughts freely.

02:31: This is perfect for practices that prefer open-ended comments rather

02:35: than structured scores.

02:38: Here's a sample of the patient's responses for the feedback for all survey option.

02:43: Selecting basic only keeps things, simple patients.

02:46: Just get the basic survey with a quick satisfaction rating.

02:49: It's the fastest way to measure General sentiment without extra

02:53: questions.

02:55: Here are the additional survey settings.

02:58: First up is EMR status trigger.

03:01: This is where you decide which EMR status will actually send

03:05: out the survey like when an appointment is marked completed.

03:09: Next, we have appointment types here, you can pick which kinds of visits,

03:13: get surveys. Maybe you only want them for follow-ups or maybe for

03:17: all types. It's up to you.

03:20: Then there's delay. This just means how long after the appointment the

03:24: survey will go out. For example, you might set it to one hour later.

03:29: Retry, gives you two choices, either.

03:32: Keep sending the survey until the patient answers or just send one for

03:36: every visit.

03:38: Now re-enroll is Handy. It sets how many days after patient

03:42: responds before they're eligible to get another survey so you don't overwhelm

03:46: them with too many requests.

03:49: The negative rating threshold is the score you decide is not good enough.

03:53: If a patient's response is that or below that number it, can

03:57: trigger a follow-up like a rich survey or feedback form.

04:01: And finally Trigger Time. This is about when the survey goes out

04:05: right after the appointment or only once the visit is marked as completed.

04:10: And that's it. You've now seen how to set up, surveys, customized

04:14: feedback options and adjust the additional settings to fit your practices needs.

04:18: Remember these tools are here to help you capture patient experiences

04:23: in the way that works. Best for your workflow, take a moment to explore the settings.

04:27: Fine-tune your messaging and start collecting feedback.

04:30: That makes a difference. Thanks for watching.