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Completing a Survey on the Patient Portal

This article covers how to fill in a Survey that your medical practice have assigned to you on the Patient Portal.

Survey incomple-1

This article is intended for patients of medical practices using the Clinic to Cloud Patient Portal.

Brief Overview

This article is intended for patients of Clinic to Cloud practices who will be using the Patient Portal to see and book appointments, pay off any outstanding invoices, and view their clinical information. The Patient Portal can be accessed on any device, providing you access to your clinical and financial information from anywhere, any time. 

Your medical practice may ask you to complete a Survey on the Patient Portal to collect some further information from you, such as your medical history, or additional contact details. Your Survey is available on the Home Page of the Patient Portal.


Short Version

The Patient Portal used by your practice may allow you to:

  • Log into the Patient Portal.
  • Check the Home Page Things to Do section for outstanding Surveys.
  • Click on the name of a Survey that you have not yet completed.
  • Fill in the Survey using the fields provided.
  • Click Save.



  1. Log into the Patient Portal.
  2. You will land on the Homepage.
  3. Review the Things to Do section below your Upcoming Appointments for any outstanding Surveys

    Things to Do Section
  4. Click on the name of the Survey that you have not yet completed to open it. 

    1. Incomplete Surveys are items that are not yet shown with 100% progress.
    2. If a Survey has been started but not submitted, you will see a message to indicate this. 
      Name of Survey
  5. Fill in the Survey using the fields provided. 
    1. You may be required to choose an item or multiple items from a list, or type in an answer to a question depending on the question asked. If you are having trouble completing the Survey, please speak to your practice for guidance. 
      survey example
  6. Click Submit Survey.
    submit survey
    1. If you are unable to complete the Survey in one sitting, you can use the Save button seen above to return later to finish it. 
  7. This information will be transmitted to your practice.

Note: Once submitted to the practice, you will no longer be able to edit the answered you have provided. Contact your practice if you need to update any information.

Further Reading