Last updated: 16 April 2026
When you attach a questionnaire to an appointment type, you can set conditions that control whether the questionnaire is shown to a specific patient. This prevents patients from seeing irrelevant or redundant forms.
| Condition | What it does |
|---|---|
| Skip if previously completed | Hides the questionnaire if the patient has already submitted a response to this template. Useful for one-time intake forms. |
| First visit only | Only shows the questionnaire if the patient has no prior consultations. Useful for new patient registration forms. |
| Maximum completions | Limits how many times the questionnaire can be shown to a patient. Once the limit is reached, the form is hidden. |
| Gender | Only shows to patients matching the specified gender (Male, Female, or Any). Useful for gender-specific screening. |
| Age range | Only shows to patients within the specified minimum and maximum age, calculated from their date of birth. Useful for age-appropriate assessments. |
Conditions are checked when the patient starts the booking flow. All conditions on a questionnaire must be met for it to appear. If any condition is not met, the questionnaire is silently hidden - the patient does not see a message about it.
Conditions are evaluated both on the client (for a smooth booking experience) and on the server (for security).
Tip: Combine conditions to be precise. For example, a menopause symptom questionnaire could use Gender = Female and Age range = 45-60 together.