When you create a Qnaire, publishing it is the last step before you can use it in your clinical practice. Until it is published, the Qnaire remains in draft (unpublished) at the bottom of your list of Qnaires. You cannot use Qnaire in draft status.

Steps

1. In the Qnaire builder, click the Publish tab to review and edit the Publishing Checklist.

๐Ÿ“Œ Note: In the Publishing Checklist, the first 6 items are marked with either a green checkmark or a red cross. The green checkmark appears next to the items that are complete. A red cross appears next to the items that are incomplete. These are all optional to complete.

Question

Description

Decide on a questionnaire title

This is the name of the Qnaire and how it appears in your CHR account and to your patients.

To add (or edit), click Change. See Adding or modifying a Qnaire name, description, and icon.

๐Ÿ’ก Tip: To navigate back to the Publishing Checklist, click Publish.

Upload a descriptive image

This is the thumbnail of the Qnaire that you and the patient see.

To add (or edit) the image, click Change.
See Adding or modifying a Qnaire name, description, and icon.

Input your questions

The total number of questions (including follow up questions) are displayed.

To add (or edit) questions, click Change. See Adding question to Qnaire.

Set estimated time for completion

No time is added as the default.

Type the estimated minutes it takes to complete the Qnaire in the Minutes field. This message appears at the start of the Qnaire.

Should there be a Score Meter?

The default is No.

Select Yes if you want a score meter (graph) associated to the Qnaire. This appears in all the patient's Qnaire Responses.

Score Meter Minimum Maximum Calculation

The default is Legacy.

If you have configured custom scores in your Qnaire you can add the minimum (in the min field) and maximum score value (in the max field) for your Qnaire.

Should this questionnaire be anonymous?

The default for all Qnaires is No.

Select Yes if you want to make the Qnaire anonymous. The responses appear in the clinic's account inbox from an unknown sender.

Alert Provider when patient has completed qnaire within the last

To receive an alert that the patient completed the Qnaire after a certain timeframe, type the number of days in the Day(s) field.

โš ๏ธ Important: The alert is not sent to your CHR inbox, but to the email address entered below in the Alert Receiver Email field.

Should specific responses have a score metre?

The default is Yes.
Select No if you do not want to see a score meter (graph) associated to certain questions in the patient's Qnaire Responses.

Confirm Patient Data Update request automatically:

The default is No. You control what patient data is updated.

Select Yes, if you want patient data to update automatically in the patient chart.

Redirect Patient to this URL

You can automatically link a patient to a website upon completion of the Qnaire.
At the end of a Qnaire, the patient is prompted to click a green button Click here to continue.

Enter the website URL in the https:// field.

Text displayed at the end of the questionnaire

You can add or edit a message that appears on completion of the Qnaire.

  1. Click Edit.
    The Edit Description window appears.

  2. Click inside the text box and type your message.
    ๐Ÿ’ก Tip: You can format your text using the formatting bar at the top of the message body.

  3. Click Save and Close.

Alert provider when score has...

The default is No.

You can be notified when your patient's Qnaire score has increased or decreased compared to their last Qnaire submission.

  1. Select Yes

  2. Select increased or decreased.

You can specify when the score increases by a certain percentage or score

  1. Select percent or score.

  2. Enter the specific percentage or score in the empty field.

โš ๏ธ Important: The alert is not sent to your CHR inbox, but to the email address entered below in the Alert Receiver Email field.

Alert Receiver Email/Phone

Type the email address in the blank field where you want to receive all the above alerts.

Alert Receiver Phone

Type the phone number in the blank field where you want to receive all the above alerts.

2. To view the complete Qnaire, at the bottom-right of the Publish page, click Preview. The Qnaire appears in a new preview window.

๐Ÿ’ก Tip: To edit any part of the Qnaire, click outside the preview window. You are brought back to the Publishing Checklist.

3. Return to your CHR domain page and from the main menu, click Qnaires.

4. Find the Qnaire that you want to publish.
๐Ÿ“Œ Note: All Qnaires in draft are at the bottom of the list and marked with a Draft label below the name, and a draft watermark on the icon.

5. Click Publish.

6. In the Confirm window, click Okay.

Your Qnaire is now published and ready to be used.

๐Ÿ“Œ Note: If you want to unpublish your Qnaire, click Unpublish and Okay to confirm the action. A Draft label appears under the name of the Qnaire and it moves to the bottom of the list of Qnaires.

Updated: June 10, 2022

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