Jasmine Software

Go to a Patient record and click the "Send Survey" button

<br> You will get a confirmation that the survey email was sent.

<br> To view Surveys, go to the All Tabs (+ Sign) -&gt; Surveys<br>

This article was created from a Google Doc.

Lightning: Manually Sending Suveys

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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