Step 1 - Generate a survey
  • Click here to enter the secure server
  • Enter username = virtual
  • Enter password = rounding1
  • Click Send Survey tab (on left)
  • Select survey definition - e.g., Follow-up–English/Adult
  • Enter mobile number, and click Send
Step 2 - Complete a survey (patient perspective)
  • Click survey link sent to recipient's smartphone
  • Complete the survey
Step 3 - Review the completed survey
  • Email alert sent real-time to correct person based on issue type
  • Go to AIM/Responses (from tabs on the left)
  • Click on a Patient Name (hyperlinked) and review the comments
Step 4 - Create a response
  • Go to Select Template and replace *** with a personal note for patient.
  • Click Send SMS​ and patient immediately receives your response
Step 5 - View the response (patient perspective)
  • Click response link sent to recipient's smartphone, iPad, or tablet

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