You can create questionnaire templates manually using the visual builder or generate them with AI.
How to Get There
Navigate to Configuration > Communications > Questionnaire Templates and click Create Template.
Creating a Template Manually
- Enter template details:
- Title (required) - the name patients will see
- Description - optional context shown to patients before they start
- Category - choose from General, Intake, Assessment, Follow-up, Screening, Medication, or Symptoms
- Tags - free-form tags for organisation
- Default Assignee - the user or team who should be notified when a response is submitted
- Build the form using the visual questionnaire builder
- Drag question types from the toolbox onto the canvas
- Configure each question: label, required/optional, help text, choice options
- Arrange questions into pages if the form is long
- Use the preview tab to see how it will appear to patients
- Click Save to create the template
Generating a Template with AI
- From the questionnaire templates page, click Generate with AI
- Describe what you need in plain language (e.g. "New patient intake form for a GP practice covering medical history, medications, allergies, and lifestyle")
- The AI generates a complete questionnaire schema
- Preview the result and refine with follow-up prompts if needed (e.g. "Add a section about family history")
- Edit the title and description, then click Save
Tip: You can also edit an existing template with AI. Open the template and click Edit with AI to modify it using natural language instructions.
Duplicating a System Template
System templates provided by Jump are read-only. To customise one:
- Find the system template in the list (marked with a lock icon)
- Click the three-dot menu and select Duplicate to Practice
- A copy is created in your practice templates that you can freely edit
Archiving a Template
To retire a template without deleting it, click the three-dot menu and select Archive. Archived templates are hidden from selection lists but their existing responses are preserved.
Answer Rules
Short text, long text and multiple choice questions have an Answer rules section in the question's settings (closed until you open it). You can set:
- a format: text, number, date, email or UK phone
- a number range, or a text length
- for multiple choice, how many options to choose at least or at most
- a placeholder, and your own error message
Patients are held to the same rules on patient links, bookings and public forms.
Quoting an Earlier Answer
Click Quote an earlier answer under a question's text to show the patient's answer to an earlier question, for example "How long have you had headaches?". It lists only questions that come before this one. The patient sees the option they chose, and nothing at all if they didn't answer it.
Undo and Redo
Press Ctrl+Z (Cmd+Z on a Mac) or use the undo and redo buttons in the builder's toolbar. Accepting Skip's suggestions counts as one step. If you are typing in a text box, Ctrl+Z undoes the typing in that box.