With over 35 data integrations and a dedicated implementation team to guide you through the process from start to finish we aim to make setup a breeze.
You and the dedicated team will accomplish two milestones during onboarding:| # | Step | Resources |
|---|---|---|
| 1 | Define your Organization, Users, and Providers | Organization & Users Template |
| 2 | Map your Patient & Location Data | Sample Upload Files |
In order to customize the solution for your organization and team we need to know a bit about them.
The foundation of quality feedback starts with a list of your patients exported from your data system. Utilizing an export file from a patient information software, for example an EMR, EHR, or Billing program, our processing engine uses either a qualified email or phone number to survey your patients. In order to get timely results we recommend an after-visit delivery timeline of, optimally, 24 hours and not longer than 14 days.
| Required Fields | Optional Fields | Care Team Fields | ASC |
|---|---|---|---|
| Patient First Name | |||
| Patient Last Name | |||
| Patient Date of Birth | |||
| Patient Phone | |||
| Patient Email | |||
| Patient Zip | |||
| Provider NPI | 2nd Provider NPI | 3rd Provider NPI | |
| Provider First Name | 2nd Provider First Name | 3rd Provider First Name | |
| Provider Last Name | 2nd Provider Last Name | 3rd Provider Last Name | |
| Location Code If multiple locations | |||
| Date of Visit | |||
| Case # | |||
| CPT Code | |||
| ASA Code | |||
| Race | |||
| Gender | |||
| Ethnicity | |||
| Preferred Language |
Once your data has been validated and mapped we’ll dive into uploading. There are two options for upload:
{
"info": {
"_postman_id": "89d64b50-6a71-4812-a1c3-4645529fede9",
"name": "API UPLOAD",
"schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
},
"item": [
{
"name": "SurveyVitals API File upload Postman example",
"request": {
"auth": {
"type": "basic",
"basic": [
{
"key": "username",
"value": "\"ORG KEY HERE\"",
"type": "string"
},
{
"key": "password",
"value": "",
"type": "string"
}
]
},
"method": "POST",
"header": [],
"body": {
"mode": "formdata",
"formdata": [
{
"key": "file",
"type": "file",
"src": []
},
{
"key": "profileKey",
"value": "\"Get This From SurveyVitals\"",
"type": "text"
},
{
"key": "test",
"value": "1",
"type": "text",
"disabled": true
}
]
},
"url": {
"raw": "https://surveyvitals.com/api/api-upload.php",
"protocol": "https",
"host": [
"surveyvitals",
"com"
],
"path": [
"api",
"api-upload.php"
]
}
},
"response": []
}
]
}
echo off
FOR /F "TOKENS=1* DELIMS= " %%A IN ('DATE/T') DO SET CDATE=%%B
FOR /F "TOKENS=1,2 eol=/ DELIMS=/ " %%A IN ('DATE/T') DO SET mm=%%B
FOR /F "TOKENS=1,2 DELIMS=/ eol=/" %%A IN ('echo %CDATE%') DO SET dd=%%B
FOR /F "TOKENS=2,3 DELIMS=/ " %%A IN ('echo %CDATE%') DO SET yyyy=%%B
SET date=%yyyy%%mm%%dd%
echo on
/*curl location*/ ^
-u "/*Organization Key*/:/*API key*/" ^
-ssl --cacert "/*cacert.pem location*/" ^
-F "pfile=@/*file with %date%*/" ^
-F "test=1" -F "profileKey=/*profile id*/" ^
https://surveyvitals.com/api/api-upload.php ^
@echo %DATE%>> /*append to log file location*/
echo on *** Date: %DATE:/=-% and Time:%TIME::=-% ***\nEnd Entry >> /*append to log file location*/
echo off
FOR /F "TOKENS=1* DELIMS= " %%A IN ('DATE/T') DO SET CDATE=%%B
FOR /F "TOKENS=1,2 eol=/ DELIMS=/ " %%A IN ('DATE/T') DO SET mm=%%B
FOR /F "TOKENS=1,2 DELIMS=/ eol=/" %%A IN ('echo %CDATE%') DO SET dd=%%B
FOR /F "TOKENS=2,3 DELIMS=/ " %%A IN ('echo %CDATE%') DO SET yyyy=%%B
SET date=%yyyy%%mm%%dd%
echo on
echo off
FOR /F "TOKENS=1* DELIMS= " %%A IN ('DATE/T') DO SET CDATE=%%B
FOR /F "TOKENS=1,2 eol=/ DELIMS=/ " %%A IN ('DATE/T') DO SET mm=%%B
FOR /F "TOKENS=1,2 DELIMS=/ eol=/" %%A IN ('echo %CDATE%') DO SET dd=%%B
FOR /F "TOKENS=2,3 DELIMS=/ " %%A IN ('echo %CDATE%') DO SET yyyy=%%B
SET date=%yyyy%%mm%%dd%
echo on
"C:\curl\curl.exe" ^
-u ":" ^
-ssl ^
--cacert "C:\curl\cacert.pem" ^
-F "pfile=@C:\curl\file-%date%.xls" ^
-F "test=1" ^
-F "profileKey=13" ^
https://surveyvitals.com/api/api-upload.php ^
@echo %DATE%>> /*append to log file location*/
echo on *** Date: %DATE:/=-% and Time:%TIME::=-% ***\nEnd Entry >> /*append to log file location*/
/**
* API Test Upload
*
* Upload a file using curl over SSL.
*/
$organizationKey = 'XXXXX'; // Insert Organization Key here
$apiKey = 'YYYYYYYYYYY'; // Insert API Key here
$profileKey = ‘ZZZZZZZZ’; // Insert Profile Key here
$userPwd = $organizationKey.':'.$apiKey;
$remoteUrl = 'https://surveyvitals.com/api/api-upload.php';
$postFields = array(
'test' => 1, // Omit this to actually process the file
'pfile' => '@/path/to/myfile', // Insert the path to the data file here
'profileKey' => $profileKey
);
$ch = curl_init();
echo 'initializing curl';
curl_setopt($ch, CURLOPT_URL, $remoteUrl);
curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, 2);
curl_setopt($ch, CURLOPT_HTTPAUTH, CURLAUTH_BASIC);
curl_setopt($ch, CURLOPT_HTTPHEADER, array('Connection: close'));
curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false);
curl_setopt($ch, CURLOPT_CONNECTTIMEOUT, 5);
curl_setopt($ch, CURLOPT_HEADER, 0);
curl_setopt($ch, CURLOPT_VERBOSE, 1); // Uncomment to display connection details
curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1);
curl_setopt($ch, CURLOPT_POST, true);
curl_setopt($ch, CURLOPT_POSTFIELDS, $postFields);
curl_setopt($ch, CURLOPT_USERPWD, $userPwd);
$response = curl_exec($ch);
var_dump($response); // Display the results of the transfer
if (curl_errno($ch))
{
echo curl_error($ch);
}
Your dedicated support team is here to support you at any point of the process. If you have not yet had your onboarding meeting and are ready to do so please Email Us! If you are ready to upload the information defined above please start by clicking the button below.
Get Started!