This article outlines the process for locating and managing client surveys submitted through the Team Recovery app within your Sunwave platform. It also details the procedure for handling surveys that fail to automatically sync with a record.
Ensuring a Successful Sync
For surveys to automatically populate in a patient's Sunwave chart, the client's information must be identical in both the app and their Sunwave profile. A successful match relies on six key data points:
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First Name
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Last Name
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Date of Birth
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Email Address
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Phone Number
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Admission Date
As long as this information is consistent across both systems, you should not encounter issues with surveys failing to match.
How to Locate Completed Surveys in Sunwave
Once a client completes a survey in the app, it is automatically uploaded to Sunwave. The upload process typically takes about ten seconds.
To find the completed assessment, follow these steps:
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Log in to your Sunwave instance.
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Search for the patient you wish to view.
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In the patient's profile, navigate to the Team Recovery tab.
Here you will find a list of all completed assessments, with the most recent submissions appearing at the top. You can click on any entry to download or view the survey file.
Each survey document includes:
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The client's name and the name of the survey.
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All survey questions with the client's answers in bold.
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A blue blurb describing how the assessment was administered.
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Scoring information at the bottom of the page for certain assessments.
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A time indicator (e.g., "1M") noting when the survey was completed relative to their discharge date. For instance, "1M" indicates the survey was taken one month post-treatment.
Handling Unmatched Surveys
If a client's information in the app does not perfectly match their Sunwave chart (e.g., they use a different email or have a typo in their name), the system will be unable to sync the survey automatically.
In this event, designated staff members will receive an email notification from Notifications at Team Recovery. This email will state that the system failed to match the assessment and will include:
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The user's first name, last name, email, and date of birth.
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The completed survey as an attachment.
It is then the staff's responsibility to:
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Manually download the survey and upload it to the correct patient's chart in Sunwave.
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Correct the client's information in either the app or Sunwave to ensure the six key data points match for future submissions.