You can send any questionnaire to a patient by including it in a message. The patient receives a secure link to complete the form.
How to Get There
Open the message composer from the patient sidebar or the inbox. You can compose a new email or SMS to the patient.
Steps
- Open the message composer for the patient
- Write your message with any context or instructions
- Click + Add link in the toolbar, then choose Questionnaire
- Search for the questionnaire, or filter by category. Both your own questionnaires and the built-in system ones are listed, with the category shown against each.
- Click one or more to select them, then click Insert
- Send the message
The patient receives the message with a secure link. When they click the link, they are taken to a patient-link page where they authenticate and can complete the questionnaire.
What the Patient Sees
- The patient clicks the link in the email or SMS
- They verify their identity
- They see a dashboard with the message content and a list of tasks
- The questionnaire appears as a task - they click Start to begin
- After completing and submitting the form, the task is marked as done
Tip: If only one questionnaire is attached and there are no other tasks, the patient is taken directly to the form after authenticating.
Viewing the Response
Once the patient submits the form, the response appears in:
- The Questionnaires tab on the patient's record
- The global questionnaire responses list at Questionnaires in the main navigation
- The inbox, if the template has a default assignee configured