A compilation of software and cloud services for creating forms, surveys, polls, questionnaires, etc. A compilation of software and cloud services for electronic data capture, forms, surveys, polls, questionnaires, etc. Find the right survey tool for business, clinical or research use. If a survey tool you are using at U-M or Michigan Medicine is not in the list, please let us know in the comments so we can add it.
A form builder and data store for websites built using the Drupal content management system. It supports complex logic, UI customization, integration with other Drupal modules, and comprehensive accessibility features. PHI approval is dependant on the web hosting service.
Best for: event registration, contact forms, web forms, embedding in external websites
Automation compatibility: Drupal modules
Data availability: Drupal, database systems
Learn more
User-friendly general survey service for simple online forms and surveys, part of the Google Apps ecosystem. Results are saved to Google Sheets. Not approved for PHI.
Best for: simple forms, satisfaction surveys, electronic data capture, embedding in external websites, team or classroom surveys
Automation compatibility: email, Google Sheets, TDX iPaaS, Power Automate, Automation Anywhere
Data availability: Google Drive (cloud), email, Google Sheets (cloud)
Easy-to-use general survey software that integrates with Microsoft Office 365 and SharePoint products. There is an academic/business license at U-M, and a separate clinical/research/business license at Michigan Medicine.
Best for: simple forms, general surveys, research questionnaires, electronic data capture, registration forms, satisfaction surveys, PHI (Mich Med version only), business process automation, approval workflows, embedding in external websites, team surveys, data entry into SharePoint lists, automation in Power Automate
Automation compatibility: email, Power Automate, TDX iPaaS, Automation Anywhere
Data availability: cloud, email, SharePoint lists, OneDrive, Excel
Microsoft Teams app for embedding and visualizing polls and very short surveys within Teams or Outlook.
Best for: team surveys, embedding in Microsoft Teams, collaborative decision-making
Automation compatibility: none
Data availability: Microsoft Teams (cloud)
Instant polls that can be used within communication platforms like Microsoft Teams, Slack, and Zoom. It can also integrate with ServiceDesk and Jira ticketing systems. Not approved for PHI.
Best for: embedding in help desk tickets, collaborative decision making, team surveys
Automation compatibility: PowerAutomate, Polly Workflows
Data availability: cloud
TDX application for building dynamic forms with custom branding. Forms can get data from TDX tickets, MCommunity, and iPaaS workflows, and can trigger workflows. Seamless iPaaS integration ensures compatibility with many platforms and APIs. High learning curve.
Best for: serverless apps, creating help desk tickets, approval workflows, UI customization, web forms, electronic data capture, integration with other TDX products, business process automation
Automation compatibility: TDX iPaaS
Data availability: TeamDynamix system, APIs
Cloud-based survey software that is highly customizable and supports complex logic. There is an academic/business license at U-M, and a separate clinical/research/business license at Michigan Medicine.
Best for: complex forms, general surveys, research questionnaires, electronic data capture, registration forms, satisfaction surveys, PHI
Automation compatibility: TDX iPaaS, Automation Anywhere, Email
Data availability: cloud, email
Learn more (U-M) Learn more (Mich Med)
Content section to insert forms into websites using the WordPress content management system. It supports basic logic and templates. Data is saved to the WordPress system. Not approved for PHI. WordPress has many other form modules available in the store.
Best for: contact forms, registration forms, satisfaction surveys, simple electronic data capture, web forms, embedding in external websites
Automation compatibility: WordPress modules, Power Automate
Data availability: WordPress, database systems
Questionnaires that can be presented to patients via MyChart, and become part of the patients' medical record. It can integrate with visit appointments, family clinical history, and prescriptions.
Best for: patient re-visit questionnaires, patient mental health assessments, Michigan Medicine clinicians, PHI
Automation compatibility: Epic Workflows, Automation Anywhere
Data availability: Epic (cloud), Data Direct, Research Data Warehouse (RDW)
Best for: general surveys, research questionnaires, electronic data capture, registration forms, satisfaction surveys, PHI
Automation compatibility: TDX iPaaS, Automation Anywhere
Automation compatibility: email, PowerAutomate, TDX iPaaS, Automation Anywhere
Secure, HIPAA-compliant, web-based application offering for rapidly developing databases and surveys for research projects.
Best for: complex forms, research questionnaires, electronic data capture, satisfaction surveys, PHI
Data availability: RedCap server / API, Oracle, MTC mobile study databases, DataDirect / RDW (requires development)
Many remote study and mobile study management products include their own form builders. Some platforms can deliver surveys via text (SMS) messages or mobile apps. Others can integrate with Qualtrics or REDCap.
Best for: simple forms, complex forms, research questionnaires, electronic data capture, interest forms, PHI, texting, mobile app delivery, smartwatch & wearables integrations
Automation compatibility: Varies by platform; compatibility with custom API / HTTP connectors in TDX iPaas, Automation Anywhere, Azure Logic Flows
Data availability: Varies by platform, but data is generally available thorough cloud APIs or S/FTP delivery
Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan Eisenberg Family Depression Center. Gabriel has over a decade of experience in data analytics, dashboard design, automation, back end software development, database design, middleware and API architecture, and technical writing.
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