PhysiciansHR Help

How to use symptoms survey in the best way possible

The first thing your clients should be doing after signing up is filling out a symptoms survey. PhysiciansHR creates a survey automatically after clients sign up (unless you change the preferences settings) and sends them a notification email.

The first thing you need to do is to make sure they fill it out and help answer any questions they might have.

If your clients don’t finish their survey, you have the option of sending them a reminder email, which you can do right from PhysiciansHR.

The next step would be for your clients to submit a completed survey. After submission, their survey will be automatically analyzed and you will receive an email notification, which prompts you to review the results. You will have access to the overview of the results and a list of products that are beneficial to your client based on those results. Look at the results in the Statistics section and also in the health concerns section and add your own comments in the Survey Results section. The client will not be able to see the names of the groups, so having the comments in the Survey Results section is one of the most important aspects the client will be looking for. You can create a recommendation tailored to meet your client’s needs using the list of suggested products and any additional products from a drop down list.

Recommending a list of products for your client is very important to move them from the assessment to the step of using products, which can help them with their symptoms. Our platform helps you create a recommendation and schedule they can use to understand how to use their product.

For clients who continue on this process further, they can re-order the same products again or you can create another survey (Part 1 or Part 2) survey to re-evaluate their health and work on additional health concerns they may have.

Complete flexibility in the way you charge your clients

Like any other business, it is important to be able to collect charges for the services you offer to your clients.

We at PhysiciansHR understand this and are offering many options that give you the flexibility of controlling how you want to do business with your clients.

In the “Payment Settings” section, you will find two sections. In one section, labeled “Payment Method,” allows you to determine the different payment methods you would like to use. You can select a default payment method as well. In the second section, labeled “Accept Clients Payments Online,” you have full control on how you handle payments from your clients. To use this section, you must create an account with “Stripe,” one of the best and most trusted payment processors available.

Regarding charging your clients, you can collect your charges from them directly, or you can use PhysiciansHR’s payment services to collect your charges automatically. You can even customize this setting for each client separately, by accessing the client’s profile. There is also an option for setting the default survey report price. PhysiciansHR provides a clear view of PhysiciansHR fees, Stripe fees and the total amount you will receive, which can help you figure out how much you need to charge your clients. This price is also customizable for each client. In general, you can set your default payment settings for your services, however, you can change it for specific cases when you need to.

Collecting charges for services you offer can also include payments for products you recommend to your client. Some clinics advertise a higher price for the survey, but the price includes an amount going towards a product credit. We continue to work to achieve the most flexibility in charging and accepting payments within PhysiciansHR.

What is the symptoms survey and how does it work?

Symptoms survey is a form containing a variety of medical symptoms which can indicate a health concern. Those symptoms are organized in a list of groups, linked to a specific area of the body. For some of these groups, there are multiple subgroups that hold a specific list of symptoms.

Each group/subgroup represents a specific category with specific list of symptoms. The group/subgroup might be related to a certain body system or have its own special criteria for putting certain symptoms together. Each symptom has a potential answer from a predefined list of answers (No Response, None, Mild, Medium and Severe). Each one of these answers has a certain numeric value that can change from one symptom to another, depending on the type of that symptom and how important it is.

The result of answering a set of symptoms in a certain group/subgroup is a total score. Along with group score, comes a percentage of the total score from the maximum possible score for that group/subgroup. This total percentage, along with a visual representation of the percentage of a certain symptom answer, gives us an idea of the overall condition of that group/subgroup. It also gives an indication of the critical concern compared to other groups/subgroups and what effect it has on the client’s overall health.

After doing the automated analysis of the survey, all groups/subgroups are sorted out in a list from the group/subgroup, with the highest percentage at the top to the one with the lowest at the bottom. This gives you an idea on the most critical group. In addition to the analysis, a recommended a list of supplements to address your client’s symptoms will appear.

The supplements suggested are recommended as best for your client, but you have the option of customizing your own list for your client.

Following to the product recommendation that you offer your client, you can either continue working with them on product schedule, determining a protocol every 6 or 8 weeks for example, or send them Part 2 survey to complete. Part 2 helps to address the root causes related to genetic issues, musculoskeletal, heavy metals/chemicals and emotional concerns.

How to create a survey for your client?

Creating a survey copy for your client is very simple and for new registered clients it is something that happens automatically, right after your client sign up, our system will create them survey copy and send them an email about it, this way they will have the chance of exploring the survey and looking a the symptoms.

Your client can have one survey in progress at a time, when their survey is done, you can create them another one by following these steps:

Go to PhysiciansHR
Sign in with your account details.
In the menu on the left side, click on “Clients”
Go to the card of the client that you want to create a survey for and click on the card top right corner that has 3 diagonal lines in it, the card will flip on its back, click on the circular button with a plus in it called “Survey”, a menu will show up giving you the option to create survey Part 1 or Part 2, choose the one you prefer and a survey will be created for your client and they will be notified about it.

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