This article is for clinicians and medical secretaries who want to find out how to share or embed an existing patient questionnaire. For information on how to create, edit, and delete questionnaires for your clinic, see here.

Note: To embed a questionnaire into a confirmation email or other channel, you must have a role assigned to you that gives you editing permissions for SMS & email templates. For more information on roles, see here.

In this article:


Share a patient questionnaire

You can share the URL of a patient questionnaire with anyone:

  1. Go to Settings, then the Questionnaires tab.

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

  3. Select View.

    The questionnaire opens in a new tab in your browser.

  4. Copy the URL of the questionnaire.

  5. Paste the URL into the email, message, or channel you want.


Embed a patient questionnaire into an email

To embed a patient questionnaire into a confirmation or reminder email as a clickable link:

  1. Copy the URL of the patient questionnaire that you want to embed. For information on how to do this, see above.

  2. Go to Settings, then to the SMS & email templates tab.

  3. Select the confirmation or reminder email template that you want to embed the questionnaire into.

  4. Scroll down to the Content section.

  5. Enter the text that you want to introduce the patient questionnaire with.

  6. Use the following HTML tag to embed the URL into the email:

    <a href=YOUR URL>YOUR TITLE</a>
    • <a href= : The opening HTML tag

    • YOUR URL> : Replace this with the URL of the patient questionnaire that you want to embed. Make sure you insert the closing angle bracket

    • YOUR TITLE : Replace this with the text that you want the link to appear as

    • </a> : The closing HTML tag

  7. The completed HTML tag may look like this:

    Click Save in the top right-hand corner.

The link will appear in the email as a clickable link:

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