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Using Qnaires
Sending Qnaires to patients from their patient chart
Sending Qnaires to patients from their patient chart
Updated this week

You can send any Qnaire to a patient instantly. For example, if a patient calls stating they did not receive the pre-visit Qnaire associated with their appointment, you can resend the Qnaire to them immediately.

💡 Tip: The patient receives a message with a link to open the Qanire. You can customize this message. Refer to Customizing notification templates.


1. From the patient's chart, click Start/Open > Send Qnaire. The Select Inbox window appears.

2. Search for and select a provider. This selected provider receives the Qnaire responses in their CHR inbox. Refer to Viewing Qnaire responses.

3. If you have folders configured (refer to Organising Qnaires into folders), a Select Folder window appears. Select a folder.

4. Search and select one or multiple Qnaires.

📌 Note: The patient will complete the Qnaires in the order you select them.

5. Click Next.
A Select a Receiving Device window opens. Depending on the patient preferences under Demographic information, none, both or only one device is selected.

6. Select (blue) or deselect (greyed out) the devices you want to send the Qnaire to.

7. To change any of the above selections, click Back.

8. Click Next.

A Sent successfully window appears.

9. Click Close.

Updated January 12, 2022

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