Forms, Survey and Questionnaire Software Options at U-M

Summary

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.

 

Details

Drupal Webform

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

Google Forms

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)

Learn more

Microsoft Forms

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

Learn more

Microsoft Teams Polls

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)

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Polly

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

Learn more

TeamDynamix iPaaS Dynamic Forms Builder

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

Learn more

Qualtrics Insights XM

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)

WordPress Form Block

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

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Epic MyChart Questionnaires

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)

Learn more

Qualtrics Insights XM

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: general surveys, research questionnaires, electronic data capture, registration forms, satisfaction surveys, PHI

Automation compatibility: TDX iPaaS, Automation Anywhere

Data availability: cloud

Learn more (U-M)   Learn more (Mich Med)

Microsoft Forms

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, PowerAutomate, TDX iPaaS, Automation Anywhere

Data availability: cloud, email, SharePoint lists, OneDrive, Excel

Learn more

REDCap

Secure, HIPAA-compliant, web-based application offering for rapidly developing databases and surveys for research projects. It can integrate Mosio/Twilio for SMS.

Best for: complex forms, research questionnaires, electronic data capture, satisfaction surveys, PHI

Automation compatibility: none

Data availability: RedCap server / API, Oracle, MTC mobile study databases, DataDirect / RDW (requires development)

Learn more

Qualtrics Insights XM

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)

Remote Study Management Platforms

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

Learn more  

 

Notes

  • This article is for informational purposes only. The Eisenberg Family Depression Center does not recommend any specific tools or vendors.

 

Resources

 

About the Author

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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