Cancelling a Survey Sent from Propel Rx

This topic is intended for Independent pharmacies only and is not applicable to Rexall pharmacies.

Surveys sent from Propel Rx can be cancelled if they have not been answered by the patient yet (i.e., Status = Send or To Be Answered). Cancelling a survey will not retract an email or text message that was already sent to the patient but it will break the survey link so the patient can't access the survey. This can be done when the survey was sent in error or the consultation or follow-up is no longer required. If a survey has not been answered by a patient within 14 days (for consultations) or 30 days (for follow-ups) of sending, the survey is automatically removed on the survey site and cancelled in Propel Rx. Survey cancellations, whether manual or automatic, are recorded in the Patient Folder History tab for tracking purposes.

There are two locations from which a survey can be cancelled. Select the dropdowns to learn more.

  1. Navigate to the Surveys tile on the Workbench.

  2. Select the Consultations or Follow Ups tab to locate the survey.

  3. Select the survey link to open it in a separate window.

  4. Select Cancel the consultation or Cancel the follow-up.

  5. Select OK to the confirmation prompt.

    • The status of the survey is updated to Cancelled.

    • The survey is removed from the Surveys Workbench in Propel Rx.

    • A record is added to the Patient Folder History tab with an Event of Survey, Activity of Consultation, User (pharmacist) who initially sent the survey, and Comments stating the survey type and its status (cancelled).

  1. Open the Patient Folder.

  2. Select the History tab.

  3. Select the row corresponding to the survey.

  4. Select Detail to open the survey it in a separate window.

  5. Select Cancel the consultation or Cancel the follow-up.

  6. Select OK to the confirmation prompt.

    • The status of the survey is updated to Cancelled.

    • The survey is removed from the Surveys Workbench in Propel Rx.

    • A record is added to the Patient Folder History tab with an Event of Survey, Activity of Consultation or Follow Up, User (pharmacist) who initially sent the survey, and Comments stating the survey type and its status (cancelled).