HH/docs/SURVEY_TRACKING_SUMMARY.md

Survey Tracking Implementation - Summary

✅ Implementation Complete

The survey tracking system has been successfully implemented and tested. This system provides comprehensive tracking of patient survey engagement throughout their journey.

What You Can Now Track

1. Survey Delivery ✅

• When the survey link is sent - sent_at timestamp
• Total surveys sent per campaign
• Tracking of sent status

2. Survey Opens ✅

• How many patients opened the link - open_count field
• When they opened it - last_opened_at timestamp
• Time from send to first open
• Open rate calculation

3. Survey Completions ✅

• How many patients filled the survey - status='completed'
• When they completed it - completed_at timestamp
• Time from send to completion
• Time from open to completion - time_spent_seconds
• Completion rate (completed / sent)
• Response rate (completed / opened)

4. Survey Abandonment ✅

• How many opened but didn't complete - status='abandoned'
• Abandonment rate (abandoned / started)
• Average questions answered before abandonment
• Common abandonment points

5. Time Tracking ✅

• Average time to complete survey
• Fastest completion time
• Slowest completion time
• Time per question
• Peak engagement hours

Key Features Implemented

Database Changes

• ✅ Enhanced SurveyInstance model with tracking fields
• ✅ New SurveyTracking model for detailed event tracking
• ✅ Database indexes for performance
• ✅ Migrations applied successfully

Analytics Functions

• ✅ get_survey_engagement_stats() - Overall performance metrics
• ✅ get_patient_survey_timeline() - Individual patient journey
• ✅ get_survey_completion_times() - Completion time statistics
• ✅ get_survey_abandonment_analysis() - Abandonment patterns
• ✅ get_hourly_survey_activity() - Time-based activity data

API Endpoints

• ✅ /api/surveys/api/analytics/engagement/ - Overall stats
• ✅ /api/surveys/api/analytics/completion-times/ - Timing analysis
• ✅ /api/surveys/api/analytics/abandonment/ - Abandonment analysis
• ✅ /api/surveys/api/analytics/hourly-activity/ - Activity patterns
• ✅ /api/surveys/api/analytics/patient-timeline/<id>/ - Patient journey
• ✅ /api/surveys/api/tracking/<id>/ - Detailed tracking events

Admin Interface

• ✅ Enhanced SurveyInstance admin with tracking fields
• ✅ New SurveyTracking admin panel
• ✅ Filters for status, time, device, browser
• ✅ Export functionality

Frontend Integration

• ✅ Automatic tracking in survey form
• ✅ Device/browser detection
• ✅ Event recording (page view, start, answer, complete)
• ✅ Time tracking

Test Results

✓ All models loaded successfully
✓ All tracking fields present
✓ Enhanced status choices working
✓ All analytics functions working
✓ Existing data accessible
✓ System ready for production use

Current state from database:

• Total survey instances: 18
• Open rate: 27.78%
• Completion rate: 16.67%
• Abandoned surveys: 2
• Tracking events ready to be collected

How to Use

For Admin Users

1. Go to /admin/surveys/
2. View survey instances with tracking data
3. Filter by status, time to complete, etc.
4. Export data for reporting

For Developers

from apps.surveys.analytics import (
    get_survey_engagement_stats,
    get_patient_survey_timeline,
    get_survey_completion_times,
    get_survey_abandonment_analysis,
    get_hourly_survey_activity,
)

# Get overall stats
stats = get_survey_engagement_stats()

# Track patient journey
timeline = get_patient_survey_timeline(patient_id)

# Analyze completion times
times = get_survey_completion_times()

# Find abandonment patterns
abandonment = get_survey_abandonment_analysis()

# View hourly activity
activity = get_hourly_survey_activity(days=7)

For API Consumers

Use the analytics endpoints to get real-time data:

GET /api/surveys/api/analytics/engagement/
GET /api/surveys/api/analytics/patient-timeline/<patient_id>/
GET /api/surveys/api/analytics/completion-times/
GET /api/surveys/api/analytics/abandonment/
GET /api/surveys/api/analytics/hourly-activity/

Benefits

1. Complete Visibility: Track every step of the patient survey journey
2. Data-Driven Decisions: Use analytics to optimize survey design
3. Performance Metrics: Measure open rates, completion rates, abandonment
4. Timing Insights: Understand how long patients take to complete surveys
5. Device Analytics: Know which devices/browsers patients use
6. Patient-Level Tracking: Follow individual patient journeys
7. Real-Time Data: Access current metrics via API

Files Modified/Created

New Files

• apps/surveys/analytics.py - Analytics functions
• apps/surveys/analytics_views.py - API endpoints
• apps/surveys/migrations/0003_add_survey_tracking.py - Database migration
• test_survey_tracking.py - Test script
• docs/SURVEY_TRACKING_GUIDE.md - Complete guide
• docs/SURVEY_TRACKING_IMPLEMENTATION.md - Technical documentation

Modified Files

• apps/surveys/models.py - Added tracking fields
• apps/surveys/admin.py - Enhanced admin panels
• apps/surveys/serializers.py - Added tracking serializers
• apps/surveys/urls.py - Added analytics routes
• templates/surveys/public_form.html - Added tracking code
• apps/surveys/public_views.py - Enhanced with tracking

Next Steps

1. Start Using: Send surveys through patient journeys
2. Monitor: Check admin panel for engagement metrics
3. Analyze: Use API endpoints for detailed reports
4. Optimize: Use abandonment data to improve surveys
5. Report: Create custom dashboards with the data

Documentation

• Complete Guide: docs/SURVEY_TRACKING_GUIDE.md
• Implementation Details: docs/SURVEY_TRACKING_IMPLEMENTATION.md
• Test Script: test_survey_tracking.py

Support

For questions or issues:

• Check the implementation guide
• Review analytics module: apps/surveys/analytics.py
• Check API views: apps/surveys/analytics_views.py

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Status: ✅ Production Ready Tested: ✅ All tests passing Migrations: ✅ Applied successfully Documentation: ✅ Complete

Date: January 21, 2026