Mark which families you'd like to send a survey to and easily generate a report with their contact information.
Send survey checkbox
Indicate which cases you would like to send using the Send Survey checkbox.
You can manually check this box per case, or have it checked on by default.
To default this checkbox on, go to Admin > Features > Other options.
Turn on the setting for Check 'Send Survey' on Case Information Sidebar. 
Build a user report
When you build your user report, you'll want to add the Send Survey column.
You can also add the columns for family contacts if you plan to reach out with a survey.
To learn more, check out How to Customize User Reports.
The Send Survey column indicates whether or not to send a survey for that case.
Have a survey form you'd like to print with case information?
Print off pre-populated documents in bulk with our Batch forms feature.
Need to create mailing labels?
Generate mailing labels from case information with Mail merge.
Need more information?
Need help? Email us at support@passare.com or call (800) 692-5111!