This article is for clinicians and medical secretaries who want to learn how to create questionnaires for patients to fill out before they have a consultation. For information on how to share or insert a questionnaire into a confirmation email, see here.

Note: To create, edit, and delete patient questionnaires, you must have a role assigned to you that gives you editing permissions for Questionnaires. For more information, see here.

In this article:


Create a Patient Questionnaire

You can create a patient questionnaire from the Settings page:

  1. Go to the Questionnaires tab.

  2. Click New in the top right-hand corner.

  3. Fill out the General information section.

  4. Enter your Branding options.

  5. Choose the Patient information that you want the patient to be asked for, by ticking the boxes.

  6. If you want to add any custom questions, scroll down to the Sections section, and click Add section. You can also add a question that involves a documentation upload. For more information, see here.

  7. Fill out the section details, then click Add question to add the custom question.

  8. Fill out the rest of your questionnaire with as many sections and questions as you want.

  9. Click Save in the top right-hand corner.

The questionnaire appears in the Questionnaires tab. You can now share the questionnaire with your patients before they attend a consultation.


Edit a Patient Questionnaire

You can edit a patient questionnaire at any time, from the Settings page:

  1. Go to the Questionnaires tab.

  2. Select the questionnaire that you want to edit.

  3. Make the edits that you want.

  4. Click Save in the top right-hand corner.


Delete a Patient Questionnaire

You can delete a patient questionnaire at any time, from the Settings page:

  1. Go to the Questionnaires tab.

  2. Click the more options icon next to the questionnaire that you want to delete.

  3. Select Delete.

  4. Click Delete to confirm the deletion.

The questionnaire is deleted from your clinic.

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