You can send Qnaires to your patients on a recurring basis at a pre-defined interval. For example, you can create a schedule for the CHR to automatically send an Anxiety Self-Assessment Qnaire to your patient every week to track their progress over some time. You can configure who receives the patient's responses.

If after a certain period the patient did not complete the Qnaire, the system can automatically send a reminder to the patient.

You can also notify a user if after a defined period, the patient did not complete the sent Qnaire.

Steps:

1. From the patient chart, click Start/Open > Scheduled Qnaires.

2. Under Recurring Questionnaire, click + New Schedule.
A New Recurring Questionnaire window opens.

3. Complete the fields using the below table:

Delivery Routine

Select Daily. A new field appears. Enter the day interval, and time the system sends the Qnaire(s)

Select Weekly. A new field appears. Enter the weekly interval, day of the week and the time the system sends the Qnaire(s)

Select Monthly. A new field appears. Enter the day of the month, the monthly interval, and time the CHR sends the Qnaire(s)

You can enter a date when you want to end the recurring Qnaire(s). In the field that appears when you select the delivery routine, next to Until, click the calendar icon and select a date.

Delivery Method

Select the method used to send the Qnaire(s) to patients.

The options are Patient Preference (according to their demographic information), Both, SMS, Email.

Practitioner

Select the provider to receive the Qnaire responses in their inbox.

Leave blank if you do not want to receive a notification.

4. Click +Add and search for and select the Qnaire(s).

5. To configure a patient reminder to complete the recurring Qnaire, in the New/ Edit Recurring Questionnaire window,
a. Click the Advanced tab.
b. Under Patient Reminder, select the period after the Qnaire sent when the system must send the reminder.
📌 Note: In the first field, you can enter any number, and in the second field, select Minutes(s), Hour(s), or Day(s).

c. To delete the reminder, click the trash can icon.

6. To set up an alert for yourself if the patient has not completed the scheduled Qnaire, in the New/ Edit Recurring Questionnaire window,

a. Click the Advanced tab.

b. Under Incomplete Qnaire Alert, select the period after the Qnaire sent when you want to receive the alert.
📌 Note: In the first field, you can enter any number, and in the second field, select Minutes(s), Hour(s), or Day(s).

c. In the To field, type the Email or Phone number of the provider.

d. Under Alert via, select Email or SMS.

e. To delete the alert, click the trash can icon.

7. Click Save.

The saved recurring Qnaire appears under the Recurring Questionnaire section.

📌 Notes:

  • To adjust the size of the columns, click and drag the grey divider line between the columns.

  • To customise the view, click the gear icon. The list of available columns appears.
    - To remove a column, click to clear it from the list (appears in white).
    - To add a column, click to select it from the list (appears in blue).
    - To change the order of columns, click and drag the highlighted (blue) columns into the order you'd like them to appear.

  • To pause the sending of the recurring Qnaire, under the Action column, click the pause icon.

  • To delete the configured recurring Qnaire, under the Action column, click the trash can icon.

Created January 12, 2022

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