NB - This is for Scheme Administrators and Activity Administrators only


Complete a questionnaire

  1. Search for the client in question, using the patient search or if the client is visible in the tasks and reminders panel on the home page - click Action.
  2. In the Referral Details tab (which you will be viewing once you have selected the client because it is the default view), click on the Questionnaire tab.
  3. To complete a questionnaire, click on Complete Now. The questionnaire will open up in a new window.
  4. Complete the questionnaire. Click on Save to save the answers you have just in putted. You do not have to complete all the answers because you are able to edit the questionnaire. To not save the answers inputted, click Cancel. These buttons are found at the bottom of the questionnaire.

Edit a questionnaire

  1. Search for the client in question, using the patient search or if the client is visible in the tasks and reminders panel on the home page - click Action.
  2. In the Referral Details tab (which you will be viewing once you have selected the client because it is the default view), click on the Questionnaire tab.
  3. To edit a completed/partially completed questionnaire. Click Edit in the Referral Questionnaires panel.
  4. Edit/add answers. Click Save to save the answers in putted. To not save the answers in putted, click Cancel. These buttons are found at the bottom of the questionnaire. Please note - once you have saved the changes made to a questionnaire, there is no record of the previous entry.

View a questionnaire

  1. To view or print a completed questionnaire, click View/Print.

Please note if a questionnaire is never completed, you can click Never Completed. This option will not appear until the client has reached a terminal state (Completed or Left Early).