Enable Surveys | Health Cloud Administration

Configure Health Cloud to support surveys.
1. From Setup, in the Quick Find box, enter Survey Settings, and then select Survey Settings.
2. Turn on Surveys.
3. Select the default community for creating public survey invitations.
4. To allow survey owners to manage the responses of users, enable Survey Owners Can Manage Responses.
Save your changes.

Update Sharing Settings for Surveys
Authorize participants to participate in surveys when they’re invited to do so.
Create Email Invitations for Surveys
Create a Survey Email Branding configuration to customize the email that patients or members receive when care coordinators invite them to take a survey.
Send Survey Invitations to Patients
Invite patients to participate in a survey by sending them a link in an email. Create that email using an email template.
Set Feedback Survey Permissions
To enable users to use surveys, provide permission sets and site member access to the survey-related objects.
Give Users Access to Health Cloud Surveys
Enable care coordinators to send surveys to patients and other care team members.