If you want patients to complete Qnaires following certain types of appointments, You can use post-visit reminders to assign them Qnaires automatically.

For example, you may want to send a post-visit Qnaire to receive feedback about the service your clinic provided immediately after the visit, or providers may want to get feedback about the patient's pain a few hours after their appointment.

⚠️ Important: Post-visit Qnaires are automatically sent to patients at the configured date and time when you change the appointment status to Visit Completed or Note Signed.


  1. From the main menu, click Settings > Scheduling > Appointment Type.

  2. Click an existing appointment type or add a new one. See Creating and modifying appointment types.

  3. In the Edit Appointment Type or New Appointment Type window, click the Reminder tab. A list of the current reminders displays.

  4. To add a post-visit Qnaire to an existing reminder, click the gear icon next to the reminder template.

  5. To add a new reminder click New Reminder Note. See Customizing appointment reminders for an appointment type for more details on how to create a reminder.

  6. Under When, select any period after the appointment to add a post-visits Qnaire.

    A Qnaire section appears

  7. Click No Qnaire Selected and search for and select the post visits Qnaire(s) you want to add to the appointment.
    📌 Note: You can select more than one Qnaire. If you want to remove it, click x next to it.

  8. Click Save. The Edit Appointment Type window appears.

  9. Click Submit.

Created October 8, 2021

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