Each clinic can configure post call survey links that callers and/or clinicians will be directed to after a video call. This will require that you have a link to an existing survey that you can direct participants to immediately after the call. All participants can be directed to the same survey, or to separate ones specific to their role (eg caller/patient or clinician).
Post Call links are configured in the Add-ons tab within each clinic's configuration section. Most commonly this is used for redirecting patients and/or clinicians to a survey after a call has ended. You can, however, direct your patients to other pages once the call ends, such as a billing information page.
Watch the video (please note that the location of Add-ons has changed to the left hand side of the clinic dashboard since this video was created)
How to configure a Post Call Survey:
|Navigate to the clinic that you want to configure a survey for. Click on Add-Ons on LHS of the clinic dashboard.
Post Call Links will be listed as one of the Add-Ons. To configure the link, click the Configure button.
|Once you click Configure you will be able to see all of the properties for that post call link or edit an existing form link. You will see the following fields:
Embed in call flow: embedded into the call flow so the call window remains open until the survey is completed.
Launch from using button: redirected to the survey page with the press of a button.
Redirect to URL: redirected to a survey page automatically once the call ends.
* This example configuration is what you'll want to set to send all patients who come through your clinic waiting area to be directly brought to a post-call survey of your choice. User Role options
|You can configure multiple surveys for your clinic. This allows you to have different surveys for multiple types of users or call types. For example, you might configure a second form to go out to all participants after a Video Call meeting, as shown in this example.|
|Click the Save button to apply all changes made in the form|
|Add form - Click on Add form which takes you through the same process for another User Role or Call Type as required. Add forms for the types of calls and users you would like to receive survey data about. Remember you will need to have surveys ready to go.|
How to remove/delete a post-call URL link
|To remove/delete a post-call URL link, click on the Remove button and then Click Save to save and apply the changes.
Note: The remove button does clear the intended form, however, changes will not be applied until the Save button is clicked.
See below for a couple of examples of survey pages. If you need any assistance creating questions for a survey please contact us at firstname.lastname@example.org.