Managing your Qnaires

Create, duplicate, review, publish, score and order your Qnaires

Updated over a week ago

To view all your clinic's Qnaires, from the main menu, click Qnaires.

A list of published and unpublished Qnaires appears. Unpublished Qnaires are greyed out at the bottom of the list, marked with the label Draft.

From here, you create, duplicate, review, publish, and configure scoring for Qnaires. In addition, you can customize the order of Qnaires on this page.

The table below describes the actions that you can perform from the Qnaires page:

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Your Qnaires can either be sorted alphabetically or by custom order. You can see this customized order in other areas of the CHR where you select Qnaires.

To sort the list of Qnaires, select Custom Order and drag and drop your Qnaires. This order is saved as Custom Order for your entire account.

To sort the list of Qnaires in alphabetical order for the entire account, select Alphabetically.

💡 Tip: You may have many Qnaires and might not use them all. To quickly access your Qnaires, organize your commonly-used ones into a folder or categorize them by type. See Organizing your Qnaires into folders.

If your clinic uses the TELUS CHR patient app (UpPatient), you can require new patients to complete one or more mandatory intake Qnaires before they can book appointments using the patient app.

  1. Click Self Qnaires.

  2. At the top-right corner of the Self Initiable Qnaires window, click the + icon and select Qnaires from your list.

  3. Click Save.

To create a Qnaire, at the top-right corner, click New Qnaire. The Qnaire builder opens in a new tab.

📌 Note: To modify an existing Qnaire, click it from the list.

For more information, see Creating and modifying Qnaires.

When you create a Qnaire, publishing it is the last step before it can be used. Until it is published, the Qnaire remains as a draft (unpublished) at the bottom of your list of Qnaires.

To publish, select Publish and click Okay when the confirmation window appears.

For more information, see Publishing Qnaires.

To unpublish a Qnaire, select Unpublish and click Okay when the confirmation window appears.

A Draft label appears under the name of the Qnaire and it moves to the bottom of the list of Qnaires.

You can not use unpublished Qnaires.

To duplicate existing Qnaires:

  1. Click the duplicate icon, and click Okay to confirm the clone action.
    A Cloning Qnaire window appears.

  2. Click Okay and refresh your browser after a few minutes to view the duplicated Qnaires at the bottom of the list.

The duplicated Qnaire is published. It appears under the original Qnaire, with the word copy at the end of the name.

To add scoring to a Qnaire, click the graph icon.

For more information, see Configuring custom scores in Qnaires.

To see what a Qnaire looks like to a patient and to test it, select the eye icon.

📌 Note: Your Qnaire responses are not submitted.

To delete a Qnaire, click the trash icon, and click Okay when the confirmation window appears.

⚠️ Important: You cannot undo this action.

Updated March 29, 2023

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