This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions. |
The Connected Claims solution allows you to configure questionnaires to collect the information you need, then utilize that information internally across multiple tasks in your workflows. Additionally, when you need to collect information from a broader audience that includes external users, you can configure questionnaires and publish them externally through your Survey Monkey or WhatsApp integrations.
In this section, you will learn how to view, create, and modify questionnaires that enable your data collection process and publish questionnaires across multiple channels.
To help get you started, Connected Claims ships with a set of default questionnaires for each line of business you support. These default questionnaires are available under the Questionnaire configurations immediately after you install the Connected Claims solution. You can view, manage, modify, and create new questionnaires from the Questionnaires configuration card from the CONFIGURATION page.
The Questionnaires page is divided into the following tabs:
Each tab provides a different view of questionnaires configured for your organization, including questionnaires published through external channels.
When you select this configuration, the QUESTIONNAIRE tab displays by the default and shows you a complete list of all questionnaires for your organization.
You can search the list of questionnaires by name to locate a specific one or you can filter the list to return all questionnaires created or modified by a specific user.
From this view, you can also create a new questionnaire or modify an existing questionnaire.
The PUBLISH ON SURVEY MONKEY tab displays a complete list of questionnaires that your organization published via your Survey Monkey integration with Connected Claims.
Connected Claims makes it easy to take action on your questionnaires published on Survey Monkey by allowing you to re-publish, send feedback, or view survey responses for a specific questionnaire directly from the page.
For example, clicking the VIEW RESPONSES link associated with the Customer NPS Feedback will open the Feedback Response(s) of Questionnaire Customer NPS Feedback view and display a list of all the feedback responses captured for this survey. Connected Claims makes it easy to drill down into individual customer feedback. Simply click the eye icon associated with the customer feedback you want to review to see each survey question and the customer's answer.
To quickly navigate back to main view for PUBLISH ON SURVEY MONKEY, click HIDE.
If you need to quickly find a questionnaire you published via your Survey Monkey integration, you can search the list or filter the list by the questionnaire category to return all the questionnaires that match your filter criteria.
The PUBLISH CLAIM INTAKE QUESTIONNAIRE allows you to view and publish intake questionnaires via your WhatsApp integration with Connected Claims. From this view, you can see any primary or secondary questionnaires created for a specific line of business and its current status. You can also perform the following actions:
Changes in your process workflow may require the collection of additional information from your users or customers. Connected Claims makes creating a new questionnaire to collect information for your claims workflow simple and easy from the QUESTIONNAIRE page.
To create a new questionnaire:
Process changes may also dictate the need to modify an existing questionnaire, which you can also perform from the QUESTIONNAIRE page. You can add a new question section, delete an existing section, or edit the following attributes for an existing question:
To modify an existing questionnaire:
Managing Questionnaires