Creating Surveys

In AcuityLogic BackOffice, you can create surveys to generate patient lists based on specific parameters. After you create surveys, you can export the list of patients as an Excel or PDF file or print address labels for the patients to send correspondence.

This section explains how to use surveys in AcuityLogic BackOffice.

Topics include the following:

  1. Click Correspondence and select Survey.
  2. In the Survey window, click New Survey.
  3. In the From Date and To Date fields, use the calendar icon to select a date range for the survey.
  4. Click the Insert (green check mark) icon.
    The Is Test File check box is not used for patient surveys.
  5. Click the Parameters link next to the survey.
  6. In the Survey Parameter Values table, click the Edit (pencil) icon next to the parameter you want to add to the survey:
    • Number or Records: Enter the maximum number of patients to include. Leave the parameter blank if you do not want to limit the number of patients to include.
    • Provider: Select the providers' patients to include.
    • Office: Select the offices' patients to include.
    • Insurance: Select one of the following options:
      • All: Include patients that paid using cash or used insurance benefits from any carrier.
      • Retail: Include patients that paid using cash.
      • Insurance: Include patients that used insurance benefits. You can filter by insurance carrier.
    • Product Type: Select one of the following options:
      • All: Include patients that purchased any of the product types listed.
      • Exam: Include patients with an invoiced exam.
      • EyeGlass: Include patients that purchased eyeglasses.
      • ContactLens: Include patients that purchased contact lenses.
    • Survey Type: Include patients based on the communication preference entered in their profile (mail, phone, or email).
    • To add a parameter to the survey, ensure that you click Save after you enter the parameter details.
    • To exit a parameter detail window without adding the parameter, click Return.
    • The parameter details you add appear in the Value, Details, and Amount columns in the Survey Parameter Values table.
    • To update a parameter, click the Edit (pencil) icon next to the parameter.
    • To remove a parameter, click the Delete icon next to the parameter.
  7. Click Return to close the Survey Parameter Values window.

    To edit or delete a survey before you run it, click the Edit (pencil) icon or Delete icon. After you run a survey, you cannot edit or delete it.

  8. Click the Run link to generate the survey results. The Run link is available only after you add parameters to a survey.
  9. To review the patients included in the survey results, click the Expand (plus) icon next to the survey.
  1. Create and run a survey. See To create and run surveys.
  2. Click the following icons to export the survey results:

    1. Generates an Excel version of the survey results (SurveyDetails.xls).
    2. Generates a PDF version of the survey results (SurveyDetails.pdf).
    3. Generates a PDF with the addresses in label format of the patients included in the survey results (SurveyDetails.pdf).
  1. Create a survey. See To create and run surveys.
    You can copy a survey before or after you run it.
  2. Click the Copy link next to the survey.
  3. In the confirmation message, click OK to copy the survey.
  4. Update the survey details or parameters as needed.

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