I have created Survey A Baseline and Survey B follow that patients with low back pain will fill in Survey A at treatment 1 then Survey B will be filled out at 2, 6 weeks, 3,6,9,12 months. I also have Survey C, Survey D, Survey E for the practitioners. Survey C will be a one time fill in but Survey D will be filled in at the patients 1s, 2nd, 3rd and 4th visits and Survey E at the end of 12 months. I would like to tie all of this together or automate as much as I can. I believe Survey A and B can be done via creating a contact list then embeding and email then setting a trigger to email at the specified times but not sure how to deal with keeping the practitioners data with the patients data? thanks for any help.
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One thing you could do is use an authenticator on the practitioner surveys (C,D,E) and have the physicians authenticate using a patient id. That would allow you to pre-populate and update patient data from the physician surveys.
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