Risk Assessment Surveys
Risk Assessment Surveys are designed to ensure the safety and well-being of patients and customers. They help identify potential health risks related to medication usage, interactions, and lifestyle factors. Through these surveys, pharmacies can personalize consultations, enhance safety protocols, and optimize medication management. Compound Direct allows you to easily gather and assess patient information to provide tailored advice and improve health outcomes.
Finding Risk Assessment Surveys
- Go to the âSettingsâ page.
- Under the âAdvancedâ section click on âRisk Assessment Surveyâ.
- On the âRisk Assessment Surveyâ page, you will see the list of Patient and Dispense Risk Assessments.
Creating a Risk Assessment Survey
- Go to the âSettingsâ page.
- Under the âAdvancedâ section click on âRisk Assessment Surveyâ.
- On the âRisk Assessment Surveyâ page, you will see the list of Patient and Dispense Risk Assessments.
- To create a Risk Assessment Survey, select either the âCreate Patient Risk Assessmentâ or âCreate Dispense Risk Assessmentâ button.
Survey Details
- On the âCreate Surveyâ page, input your
survey name
. - Choose your preferred colors for the
trigger
andneutral
responses to be shown in the survey results. Alternatively, you can skip this step and just use the predefined colours.-
Click the coloured squares next to the hex value inputs to open the colour picker.
-
Survey Questions
- Below the âSurvey Detailsâ, you will find the âQuestion Rowâ, which is divided into two sections: the question details and the question preview.
-
In the question details section input the
question
you want to ask and any details under theadditional details
text area. -
Select the appropriate
question type
from the options below:-
flaky Yes/No Answers
- This will prompt the respondent to answer either Yes or No.
-
Recommended for questions like: Have you ever suffered a fracture or sprain?
-
- This option is useful when you want to create a multi-part question as it allows you to set a follow-up
question type
to be asked after the respondent answers Yes or No. - You also have the option to change the
follow-up trigger
to eitherYes
,No
orAny
. This will determine which initial response will trigger the follow-up question.
Example
- To ask respondents if they have any allergies and collect details, you can set up the question as follows:
- Input the
question
as "Do you have any allergies?" - Input the additional details as "If Yes, Please list down all the allergies you have".
- Select âYes/No Answerâ as the
question type
. - Select âResponse is Yesâ as the
follow-up trigger
. - Finally, Select âShort Answersâ as the
follow-up question type
.
- Input the
- This will prompt the respondent to answer either Yes or No.
-
short_text Short Answers
- This will prompt the respondent to enter a short answer.
-
Recommended for questions like: What is your date of birth?
-
- This will prompt the respondent to enter a short answer.
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notes Paragraph
- This will prompt the respondent to enter a paragraph of text as a response.
-
Recommended for questions like: What was the reason for your consult with the practitioner?
-
- This will prompt the respondent to enter a paragraph of text as a response.
-
radio_button_checked Multiple Choice
- This will prompt the respondent to select one of the provided options.
-
Recommended for questions like: What is your blood type?
-
- When this option is selected a list of
choices
will appear below theadditional details
text area. - To add an item to the list, enter it in the âAdd New Itemâ field.
- If you want to allow the respondent to input their own answer, tick the âAdd "Other" as last itemâ checkbox.
- This will prompt the respondent to select one of the provided options.
-
checklist Checklist
- This will prompt the respondent to select multiple options from a list.
- When this option is selected a
checklist
will appear below theadditional details
text area. - To add an item to the list, enter it in the âAdd New Itemâ field.
- If you want to allow the respondent to input their own answer, tick the âAdd "Other" as last itemâ checkbox.
Example
- To ask respondents for what medical care they got for their illness, you can set up the question as follows:
- Input the
question
as "What medical care did you get for the illness?" - Input the additional details as "Check all that applies:".
- Select âChecklistâ as the
question type
. - Tick the âAdd "Other" as last itemâ checkbox so they can input their own answer.
- Then add your options to your
checklist
.
- Input the
-
insert_drive_file File Upload
- This will prompt the respondent to upload a file.
-
Recommended for questions like: Please upload a copy of your prescription.
-
- This will prompt the respondent to upload a file.
-
-
To add another question, click on the â+ Add Questionâ button.
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To duplicate your question, click on the âcontent_copy Duplicateâ button. This will duplicate the question and add it to the next row.
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To remove a question, click on the âclose Removeâ button.
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Once a question has been removed, you will not be able undo this action.
-
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To Reorder your questions, use the âdrag_indicatorâ drag handle on the left of each question row to move it up or down the list.
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Click on the âSaveâ button when finished.
Editing a Risk Assessment Survey
- Go to the âSettingsâ page.
- Under the âAdvancedâ section click on âRisk Assessment Surveyâ.
- On the âRisk Assessment Surveyâ page, you will see the list of Patient and Dispense Risk Assessments.
- Click on the âSurveyâ you wish to edit, alternatively you can click on the âmore_vertâ icon on the right side of the survey row, this will open a drop-down menu where you can select the âEditâ option.
- On the selected âSurveyâ page, you are able to edit the survey details and survey questions as detailed in âCreating a Risk Assessment Surveyâ.
- Click on the âMore Actionsâ drop-down menu to archive the survey if required.
Setting a Default Patient Risk Assessment Survey
- Go to the âSettingsâ page.
- Under the âAdvancedâ section click on âRisk Assessment Surveyâ.
- On the âRisk Assessment Surveyâ page, you will see the list of Patient Risk Assessments.
- On the row of the âSurveyâ you wish to set as the default, click on the âmore_vertâ icon on the right side of the survey row, this will open a drop-down menu where you can select the âSet as Defaultâ option.
- A Default badge will appear beside the survey name to indicate that it is the default survey.
Adding a Risk Assessment Survey as a Formulation Step
- Go to the âSettingsâ page.
- Under the âFormulationâ section click on âFormulationsâ.
- On the âFormulationsâ page, Select the desired formulation from the list.
- Under âRisk Managementâ section a list of all risk management steps for the formulation will be displayed.
- To add a new risk management step, click on â+ Add Stepâ, this will open the âNew Formulation Stepâ modal.
- Select the âquiz Risk Managementâ step, this will open the âSurvey Selectionâ modal
- Optional: Input the
survey step name
and thesurvey description
. - Select the desired
risk assessment survey
from the drop-down menu.-
Only risk assessment surveys created under the âDispense Risk Assessmentâ section will appear here.
-
Alternatively, if you have not created a survey yet you can click on Create a Survey. This will take you to the âCreate Surveyâ page.
-
- Select the appropriate
conditionality
for the step. - Click on the âDoneâ button when finished.
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See Formulation - Risk Management for more information on how to add risk assessment steps to your formulation.
Manually Entering a Risk Assessment Survey
Directly input survey responses on behalf of a customer or patient. This is useful when handling in-person consultations or inputting data from physical documents. Follow the steps below depending on whether you are filling out a patient or dispense risk assessment.
-
If you require that your customers completes the survey. See Sending Risk Assessment Links instead to learn how to send a risk assessment to your customers.
Patient Risk Assessments
- For Customers
- Go to the âCustomersâ page.
- Select the desired customer from the list.
- Click on the âedit Editâ button on the header, this will open the âEdit Customerâ page.
- Scroll down to the âRisk Assessmentâ section:
- For Customers with existing/previously answered survey
- Click on the âUpdate Medical Historyâ button, this will open the âSelect Surveyâ modal.
- For Customers with no existing/previously answered survey
- Click on the Add Medical Historyâ button, this will open the âSelect Surveyâ modal.
- For Customers with existing/previously answered survey
- Select the desired patient risk assessment survey from the list.
- Fill in the details of the survey as required.
- Click on the âSaveâ button when finished.
- For Drafts
- Go to the âDraftâ page for a previously entered draft.
- On the âRisk Assessmentâ section:
- For Customers with existing/previously answered survey
- Click on the âUpdate Surveyâ button.
- Click on the âBegin Surveyâ option, this will open the âSelect Surveyâ modal.
- For Customers with no existing/previously answered survey
- Click on the âarrow_drop_downâ caret beside the âSend Surveyâ button.
- Click on the âBegin Surveyâ option, this will open the âSelect Surveyâ modal.
- For Customers with existing/previously answered survey
- Select the desired patient risk assessment survey from the list.
- Fill in the details of the survey as required.
- Click on the âSaveâ button when finished.
Dispense Risk Assessments
- For Drafts
- Go to the âDraft Recordâ page.
- On the âRisk Assessmentâ section, click on the âBegin Surveyâ button, this will open the âSurveyâ modal.
- Fill in the details of the survey as required.
- Click on the âSaveâ button when finished.
-
If the
conditionality
of the risk assessment step was set torequired to continue
, the âSurveyâ modal will open when the âDispenseâ button is clicked and must be completed before the dispense can be made.
-
- For Dispense Records
- Go to the âDispense Recordâ page.
- On the âRisk Assessmentâ section, click on the âBegin Surveyâ button, this will open the âDispense Surveyâ modal.
- Fill in the details of the survey as required.
- Click on the âSaveâ button when finished.