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.


  1. From the patient's chart, click Start/Open > Send Qnaire.

    A Select Inbox window appears

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

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

  4. 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.

  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) / 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.

Created: January 12, 2022

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