You can send any Qnaire(s) instantly to a patient. For example, a patient calls stating they did not receive the pre-visits Qnaire associated to their appointment, you can send the Qnaire immediately to them.
💡 Tip: You can customize the default text that is sent to the patient with the link to open the Qnaires, go to, Customizing notification templates.
From the patient's chart, click Start/Open > Send Qnaire.
A Select Inbox window appears
Search for and select a provider. This selected provider receives the Qnaire responses in their CHR inbox. See Viewing Qnaire responses in your inbox.
If you have folders configured (see Organising Qnaires into folders), a Select Folder window appears. Select a folder.
Search and select one or multiple Qnaires.
📌 Note: The Qnaire you select first is numbered with a one and is first in line for the patient to complete.
A Select a Receiving Device window opens. Depending on the patient preferences under Demographic information, none, both or only one device is selected.
Select (blue) / deselect (greyed out) the devices you want to send the Qnaire to.
To change any of the above selections, click Back.
A Sent successfully window appears.
Created: January 12, 2022