In this support article, we'll walk you through the steps of creating a questionnaire template, allowing you to easily collect structured data from patients. Whether you're seeking feedback on services, gathering medical history, or conducting research, our questionnaire template feature is here to simplify the process and enhance your workflow.

How to create a new questionnaire

1. Navigate to the main settings page using the ⚙️ icon in the top right hand side of the page.

2. Once on the main settings page click on the communications setting box, this where you can manage your your communication settings.

3. Click on Questionnaire templates to see a list of all your existing questionnaire and create new ones.

4. On the top left hand side of the screen click Add questionnaire to create a new questionnaire.

5. Using the Add question button you can add different questions types and specify the question, description and optionally associate SNOMED codes to the question responses.

6. Once you have added all your questions and you have reviewed the questionnaire you can save the new questionnaire by clicking the save button. This will return you to the main questionnaire page.

What questionnaire components are available?

• Short text entry

• Number entry

• True or false

• Date picker

• Long text entry

• Radio button

• Drop down

• Multiple check boxes

• Consent boxes

• Statement

• File upload

How to add a SNOMED code

When patients complete a questionnaire, you can save the response to the patient's EHR record along with SNOMED codes that you have associated to the questionnaire template.

Adding a SNOMED code to the questionnaire response

You can add a SNOMED code to the overall questionnaire submission. For example you can associate the following code 885371000000102 |Dementia screening questionnaire completed (finding) which will be saved to record when a the patient submits the questionnaire response.

Adding a SNOMED code to an individual question

In addition to the overall response SNOMED code you can allocate specific codes to specific responses. For example you may have a smoking questionnaire asking patient how much they smoked, for this you could allocated the following SNOMED codes:

• Non-smoker - 8392000

• Occasional cigarette smoker - 428041000124106

• Light cigarette smoker - 230060001

• Moderate cigarette smoker - 230062009

• Heavy cigarette smoker - 230063004

• Very heavy cigarette smoker - 230064005

How to view patient responses to questionnaires

1. Using the left hand side navigation bar click on the 📥 icon or the inbox section to find your questionnaire responses.

2. Click on Communications and then questionnaires to view a list of all your recent questionnaire response

3. When you are looking at the list of questionnaire response, click on the row of the response you want to look at. This will open the response in a the sidebar on the right

4. In the sidebar you can see the questions, answers and any associated SNOMED codes. In addition to this you can see the message the patient received.

Can I save a questionnaire to record?

Yes you can! To save the questionnaire response and any associated SNOMED code, on the response side bar in the inbox you can click the save to record button. If the patient does not have an EHR ID you will not be able to save the response to the patient medical record.

Conditional logic

Conditional logic allows you to create dynamic questionnaires that show or hide specific questions based on a user's responses. This feature helps streamline the questionnaire-filling process by ensuring that only relevant questions are displayed, reducing unnecessary inputs and making questionnaires more efficient.

How to set up conditional logic

1. Create a questionnaire

   When building a questionnaire, navigate to the section where you want to apply conditional logic.

2. Add conditional logic to a question

   Select the question that will trigger the logic.

   Choose a response option that will then trigger the display of additional questions.

3. Define conditions

   Example: If a user selects a specific option in a dropdown menu, the questionnaire will automatically display follow-up questions related to that selection.

   Similarly, selecting a different option will trigger a different set of follow-up questions.

Example use case: Dynamic questionnaire building

Consider a registration questionnaire where users are asked about their preferences or personal details:

1. A dropdown menu asks: Do you have a specific preference?

2. If the user selects a particular option, relevant follow-up questions will be displayed.

3. Different selections will result in different questions appearing dynamically.

Benefits of conditional logic

• Improves user experience: Users only see questions that apply to them.

• Reduces questionnaire length: Avoids overwhelming users with unnecessary questions.

• Enhances data accuracy: Ensures that only relevant information is collected.

Limitations

• Nested logic lot supported: Once a question has conditional logic applied, it cannot be used in another condition within the same questionnaire. This means you cannot apply logic to a question that is already dependent on another question.

• Logic can only be applied to questions that are select-type questions, e.g. radio button, multiple choice question styles