Go to Administration.
Select Questionnaires.
The Questionnaires page displays the questionnaires available for the current organization.
Highlight: The Questionnaires menu item and the questionnaire list.
From this page, users can search questionnaires, filter them by status, create a new questionnaire, or manage an existing questionnaire.
Creating a New Questionnaire
To create a questionnaire:
Go to Administration → Questionnaires.
Select Survey builder.
The Questionnaire Builder opens.
Enter a name for the questionnaire.
Add and configure questions.
Arrange the questions in the desired order.
Save the questionnaire.
Highlight: The Survey builder button.
Add Questions
The Questionnaire Builder provides different blocks that can be added to a questionnaire.
Select a block type to add it to the questionnaire.
Highlight: The available block types and the area where questions are added.
Structure
Group — creates a section that can contain multiple questions.
Basic Questions
Instructions / Note — displays informational text without collecting an answer.
Short answer — collects a short, single-line text response.
Long answer — collects a longer, multi-line text response.
Yes / No — collects a Yes or No response.
Multiple choice — allows the user to select one option.
Select all that apply — allows the user to select multiple options.
Integer — collects a whole-number value.
Decimal — collects a decimal number.
Measurement — collects a number together with a unit.
Date — collects a date.
Date & time — collects a date and time.
Time — collects a time.
Clinical Blocks
Clinical blocks can be used to collect information that is written directly into the patient's chart.
Allergies — captures allergy information.
Medication statements — captures medication statement information.
Current medications — captures active medication information.
Height (ft/in) — captures the patient's height.
Configure a Question
After adding a question, configure the question using the options provided by the builder.
Depending on the question type, you may be able to configure:
Question text
Answer options
Required status
Other type-specific settings
Highlight: The question text and configuration options.
Multiple Choice
Multiple choice allows the person completing the questionnaire to select one answer. The editable section is on the right side of the screen.
For example:
What is your preferred contact method?
Phone
Email
Text message
Select All That Apply
Select all that apply allows the person completing the questionnaire to select multiple answers.
For example:
Which symptoms are you currently experiencing?
Headache
Fatigue
Nausea
Dizziness
Required Questions
Questions can be marked as required.
A required question must be answered before the questionnaire can be completed.
Highlight: The required setting or indicator.
Reorder Questions
Questions can be reordered within the builder.
The order of the questions in the builder determines the order in which they appear when the questionnaire is completed. Questions can be reordered by dragging the handle on the top-left corner of the question block.
Highlight: The control used to reorder the questions.
Saving a Questionnaire
When you save a questionnaire, it is associated with the current organization and becomes available from Administration → Questionnaires.
Saved questionnaires can be edited or previewed from the Questionnaires list.
Previewing a Questionnaire
From the Questionnaires list, select Patient preview to see how the questionnaire will appear when completed.
Rendered View:
Highlight: The rendered questionnaire.
Patient Preview is useful for checking the questions, answer options, and overall questionnaire layout before using it.
Editing a Questionnaire
Existing questionnaires can be edited from the Questionnaires list.
Find the questionnaire.
Select Edit.
Make the required changes.
Save the questionnaire.
When editing a Draft questionnaire, the existing version is updated.
When editing a Published questionnaire, a new version is created and the previous version is retired.
Retire a Questionnaire
Questionnaires are not permanently deleted.
To remove a questionnaire from active use:
Select Delete.
Confirm the action.
The questionnaire is moved to Retired status.
Highlight: The confirmation action.
Retiring a questionnaire preserves its history and existing questionnaire responses.
More Information
Questionnaire Status
Questionnaires can have one of the following statuses:
Status | Description |
Draft | The questionnaire is being created or edited. |
Published | The questionnaire is active and available for use. |
Retired | The questionnaire is no longer active. |
Organization Scope
Questionnaires are specific to the current organization.
The Questionnaires list only displays questionnaires associated with the current organization.
Current Limitations
The current Questionnaire Builder supports the block types available in the builder.
Advanced conditional functionality is not currently available.
For example, you cannot currently configure a question to automatically appear based on the answer to another question.
Future Functionality
Future versions of the Questionnaire Builder may introduce question dependencies and conditional logic.
For example:
Do you currently take medication?
If the user selects Yes, additional medication questions could be displayed.
If the user selects No, those questions could remain hidden.
This functionality is planned for a future iteration of the Questionnaire Builder.