How to Send COVID-19 Pre-Screenings to Patients

Prescreen your patients prior to each visit with Canada's COVID-19 Self-Assessment Survey.

 This is a link to the Government of Canada survey where you can fill out the document and print it. 

This self-assessment tool will help determine whether the patient should seek an official assessment for COVID-19. This is based off of the official Government of Canada COVID-19 website and their suggested 6 self-assessment questions.

Where is it enabled?

Settings > General > Modules > COVID-19 Survey

How Does it Work?

An email is automatically scheduled to send 4 hours prior to any 'open' appointment requesting the patient to complete their survey.

You are able to edit the time prior to the appontment by going to Settings, General, Reminders & Notifications.  Covid-19 Screening Emails section, edit then Save.

Once the final question is answered, the patient will need to confirm their name (which will populate based on their profile) and submit. Failure to submit will leave the survey as incomplete.





Surveys are saved in the patient's documents in the COVID-19 | Screening category.
The survey will store as a PDF and can be shared to the Portal if necessary.




The appointment itself will display its info  icon in green when the survey is completed and the patient is cleared for their appointment.

If the patient answers 'Yes' to any of the 6 questions, the icon  will display in red.
It is recommended to cancel the appointment in this circumstance.

 
View the Appointment Info to find out the status of the survey and a link to its PDF.



The appointment's menu includes an option to instantly send the screening email.


 

 

Patients can also complete their survey ahead of time from the Patient Portal.

Additional Notes