You can send surveys via text, email, or kiosk anytime from multiple places in ChiroUp EHR. 

Here's where you can access the request info screen: 

From the appointment panel

Click on any patient appointment to open the appointment panel.

 

 

From the Communications detail module 

Navigate to the patient encounter and select the Communications detail module. 

 

 

When scheduling a new appointment

When you schedule an appointment, you can request info using the Request info bar in the appointment panel.  

 

💡Pro tip: 

When you add a new patient from this appointment panel, your new patient surveys that you selected in your patient survey preferences  will automatically populate into the Request Info bar. 

 

 

 

 

Once you've opened the Request info screen, simply select the survey(s) you would like to send and select the destination.