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Screening Clients - Generating a survey in the SBHC Data Hub
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LOG INTO THE SBHC DATA HUB
Using your email address and password, log into the SBHC Data Hub.
CREATE A NEW CLIENT RECORD
In the menu on the left side of the screen, click Clients to expand the menu.
Click Records in the menu.
Click the gray + Add New button
Complete the following fields:
Group
Form (this is the survey)
Language
Invitation Expiry
Client
Search for an existing client or click + to add a new client profile.
Email and/or Phone Number
Click SAVE.
A link to complete the survey will be sent to the email address and/or phone number provided.
The client will need to click on the link to complete the survey.
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