195 lines
6.1 KiB
Markdown
195 lines
6.1 KiB
Markdown
# Survey Tracking Implementation - Summary
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## ✅ Implementation Complete
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The survey tracking system has been successfully implemented and tested. This system provides comprehensive tracking of patient survey engagement throughout their journey.
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## What You Can Now Track
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### 1. Survey Delivery ✅
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- **When the survey link is sent** - `sent_at` timestamp
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- Total surveys sent per campaign
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- Tracking of sent status
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### 2. Survey Opens ✅
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- **How many patients opened the link** - `open_count` field
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- **When they opened it** - `last_opened_at` timestamp
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- Time from send to first open
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- Open rate calculation
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### 3. Survey Completions ✅
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- **How many patients filled the survey** - `status='completed'`
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- **When they completed it** - `completed_at` timestamp
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- Time from send to completion
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- Time from open to completion - `time_spent_seconds`
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- Completion rate (completed / sent)
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- Response rate (completed / opened)
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### 4. Survey Abandonment ✅
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- **How many opened but didn't complete** - `status='abandoned'`
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- Abandonment rate (abandoned / started)
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- Average questions answered before abandonment
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- Common abandonment points
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### 5. Time Tracking ✅
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- Average time to complete survey
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- Fastest completion time
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- Slowest completion time
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- Time per question
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- Peak engagement hours
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## Key Features Implemented
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### Database Changes
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- ✅ Enhanced `SurveyInstance` model with tracking fields
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- ✅ New `SurveyTracking` model for detailed event tracking
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- ✅ Database indexes for performance
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- ✅ Migrations applied successfully
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### Analytics Functions
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- ✅ `get_survey_engagement_stats()` - Overall performance metrics
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- ✅ `get_patient_survey_timeline()` - Individual patient journey
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- ✅ `get_survey_completion_times()` - Completion time statistics
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- ✅ `get_survey_abandonment_analysis()` - Abandonment patterns
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- ✅ `get_hourly_survey_activity()` - Time-based activity data
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### API Endpoints
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- ✅ `/api/surveys/api/analytics/engagement/` - Overall stats
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- ✅ `/api/surveys/api/analytics/completion-times/` - Timing analysis
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- ✅ `/api/surveys/api/analytics/abandonment/` - Abandonment analysis
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- ✅ `/api/surveys/api/analytics/hourly-activity/` - Activity patterns
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- ✅ `/api/surveys/api/analytics/patient-timeline/<id>/` - Patient journey
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- ✅ `/api/surveys/api/tracking/<id>/` - Detailed tracking events
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### Admin Interface
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- ✅ Enhanced SurveyInstance admin with tracking fields
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- ✅ New SurveyTracking admin panel
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- ✅ Filters for status, time, device, browser
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- ✅ Export functionality
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### Frontend Integration
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- ✅ Automatic tracking in survey form
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- ✅ Device/browser detection
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- ✅ Event recording (page view, start, answer, complete)
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- ✅ Time tracking
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## Test Results
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```
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✓ All models loaded successfully
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✓ All tracking fields present
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✓ Enhanced status choices working
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✓ All analytics functions working
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✓ Existing data accessible
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✓ System ready for production use
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```
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Current state from database:
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- Total survey instances: 18
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- Open rate: 27.78%
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- Completion rate: 16.67%
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- Abandoned surveys: 2
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- Tracking events ready to be collected
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## How to Use
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### For Admin Users
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1. Go to `/admin/surveys/`
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2. View survey instances with tracking data
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3. Filter by status, time to complete, etc.
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4. Export data for reporting
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### For Developers
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```python
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from apps.surveys.analytics import (
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get_survey_engagement_stats,
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get_patient_survey_timeline,
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get_survey_completion_times,
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get_survey_abandonment_analysis,
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get_hourly_survey_activity,
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)
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# Get overall stats
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stats = get_survey_engagement_stats()
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# Track patient journey
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timeline = get_patient_survey_timeline(patient_id)
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# Analyze completion times
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times = get_survey_completion_times()
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# Find abandonment patterns
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abandonment = get_survey_abandonment_analysis()
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# View hourly activity
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activity = get_hourly_survey_activity(days=7)
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```
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### For API Consumers
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Use the analytics endpoints to get real-time data:
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```bash
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GET /api/surveys/api/analytics/engagement/
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GET /api/surveys/api/analytics/patient-timeline/<patient_id>/
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GET /api/surveys/api/analytics/completion-times/
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GET /api/surveys/api/analytics/abandonment/
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GET /api/surveys/api/analytics/hourly-activity/
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```
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## Benefits
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1. **Complete Visibility**: Track every step of the patient survey journey
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2. **Data-Driven Decisions**: Use analytics to optimize survey design
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3. **Performance Metrics**: Measure open rates, completion rates, abandonment
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4. **Timing Insights**: Understand how long patients take to complete surveys
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5. **Device Analytics**: Know which devices/browsers patients use
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6. **Patient-Level Tracking**: Follow individual patient journeys
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7. **Real-Time Data**: Access current metrics via API
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## Files Modified/Created
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### New Files
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- `apps/surveys/analytics.py` - Analytics functions
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- `apps/surveys/analytics_views.py` - API endpoints
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- `apps/surveys/migrations/0003_add_survey_tracking.py` - Database migration
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- `test_survey_tracking.py` - Test script
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- `docs/SURVEY_TRACKING_GUIDE.md` - Complete guide
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- `docs/SURVEY_TRACKING_IMPLEMENTATION.md` - Technical documentation
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### Modified Files
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- `apps/surveys/models.py` - Added tracking fields
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- `apps/surveys/admin.py` - Enhanced admin panels
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- `apps/surveys/serializers.py` - Added tracking serializers
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- `apps/surveys/urls.py` - Added analytics routes
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- `templates/surveys/public_form.html` - Added tracking code
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- `apps/surveys/public_views.py` - Enhanced with tracking
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## Next Steps
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1. **Start Using**: Send surveys through patient journeys
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2. **Monitor**: Check admin panel for engagement metrics
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3. **Analyze**: Use API endpoints for detailed reports
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4. **Optimize**: Use abandonment data to improve surveys
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5. **Report**: Create custom dashboards with the data
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## Documentation
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- **Complete Guide**: `docs/SURVEY_TRACKING_GUIDE.md`
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- **Implementation Details**: `docs/SURVEY_TRACKING_IMPLEMENTATION.md`
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- **Test Script**: `test_survey_tracking.py`
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## Support
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For questions or issues:
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- Check the implementation guide
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- Review analytics module: `apps/surveys/analytics.py`
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- Check API views: `apps/surveys/analytics_views.py`
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---
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**Status**: ✅ Production Ready
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**Tested**: ✅ All tests passing
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**Migrations**: ✅ Applied successfully
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**Documentation**: ✅ Complete
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**Date**: January 21, 2026
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