How Patients Complete Questionnaires

Last updated: 15 July 2026

Patients complete questionnaires through secure, branded pages. The experience varies depending on how the questionnaire was delivered.

When a patient receives a message containing a questionnaire:

  1. Click the link in the email or SMS
  2. Authenticate by entering their date of birth (day, month, and year separately)
  3. View the dashboard showing the message and any tasks
  4. Start the questionnaire by clicking the task
  5. Complete and submit the form

The authentication page displays your practice branding (logo and colours). Patients have a limited number of verification attempts before the link is locked for security.

During Online Booking (Pre-booking)

When a questionnaire is attached to an appointment type as a pre-booking form:

  1. The patient selects the appointment type
  2. A progress bar shows the questionnaire step
  3. Required forms must be completed before the patient can select a time slot
  4. Optional forms show a "Skip" option
  5. After completing all required forms, the patient proceeds to the time picker

After Online Booking (Post-booking)

Post-booking questionnaires appear on the booking confirmation page:

  1. The patient completes their booking
  2. A "Before Your Appointment" section lists any post-booking forms
  3. The patient can complete these immediately or return later via their confirmation link

Form Experience

All questionnaires use a clean, mobile-friendly layout:

  • Questions appear one page at a time (if the template uses multiple pages)
  • Required fields are clearly marked
  • File upload fields accept documents and images
  • Progress is shown for multi-page forms
  • On submission, a confirmation screen confirms the form has been received

Tip: Test your questionnaires by sending yourself a patient link message. This lets you experience the exact flow your patients will see.

Saving your progress

You don't need to finish a questionnaire in one sitting. Your answers are saved automatically as you fill them in, so if you close the page, refresh, or step away, you can reopen the same link and pick up where you left off — on the same page, with your answers still there.

A couple of things to know:

  • Your progress is saved against the specific link you were sent. If the practice sends you a new link for the same form, it starts fresh.
  • Once you submit the form it is complete, and reopening the link will not bring back an earlier draft.

Uploading documents on a questionnaire

If a questionnaire asks the patient to upload a document (for example test results):

  • Files upload as soon as they're picked, with a progress indicator, and are filed to the patient's documents when the questionnaire is submitted.
  • Each file can be up to 50MB. If a file is too large or an unsupported type, the patient sees a clear message straight away and can pick a different file.
  • A file question can accept multiple documents if it's configured to allow multiple files (edit the question in the questionnaire template and enable "Allow multiple files"). Patients then don't need to merge documents into one file.