Getting started with Questionnaires

Getting started with Questionnaires

Resources → Questionnaires is where you build and manage patient-facing questionnaires — with pages, branching and a proper publish lifecycle so a live questionnaire never changes under your feet.

The questionnaire list

  • Filter by status — draft, published, archived or retired — and search by name.
  • New Questionnaire opens the questionnaire builder.
  • Import brings in an existing questionnaire definition instead of starting from scratch.
  • Duplicate an existing questionnaire to use it as a starting point.

Building a questionnaire

In the builder you add pages and questions — multiple choice, scales, free text and coded answers (answers linked to clinical codes so responses can land meaningfully in the record).

The lifecycle

Questionnaires follow a simple lifecycle:

  1. Draft — work in progress; edit freely.
  2. Published — ready for use. Published versions stay stable while you draft changes, so what patients see doesn't shift mid-flight.
  3. Archived / Retired — superseded questionnaires are kept for reference rather than deleted.

Learn by doing

Run Guides (?) → Questionnaires for the interactive walkthrough.

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