Platform guide6 min read
Managed Guide
Follow the managed survey workflow from appointment handoff through VMT review and return of completed survey results.
Getting startedSurvey workflow
01
Overview
Follow the managed survey workflow from appointment handoff through VMT review and return of completed survey results.
02
Before the appointment
Use this guidance to complete before the appointment with clear platform actions and review points.
03
Survey workflow
Use this guidance to complete survey workflow with clear platform actions and review points.
04
Review and return
Use this review and return to confirm the details that should be complete before moving to the next part of the managed guide workflow.