With the form type of question you can allow patients to confirm information, update information, or enter new information. This is mostly used to update demographic and medical information in patient charts.

Upon completion, the information is added or updated in the patient chart once you have approved it. This reduces the administrative burden in clinics.

📌 Note: When a patient has completed a Qnaire with form question types and you open their patient chart in the CHR, an Update Information Requests window appears. You can either confirm, edit, or reject the incoming patent data and apply to the patient chart.

For example, you can ask a patient to enter contact details. Once you have confirmed and applied this information, it will automatically appear in the demographics section of the patient chart.


1. From the Questions page within a new or existing Qnaire, click +New Question.

See Creating Qnaires for information on how to navigate to the Questions page.

A New Content box with all the possible question types appears.

2. Under Choose Type, click Form.

A new window opens.

3. Fill out the applicable fields using the below table.



New question

Type the question.

Question Subtext (optional)

Type any additional information related to the question.

This appears under the main question.

Question Label (optional)

To change the way the question appears in the patient's Qnaire responses, type a new Label.

For example:

Question: Please confirm your address.

Question label: Address.

The label appears on the answer sheet in patient charts as Address.


The default is No making the question mandatory.

Select Yes to make the question optional to complete.

Base Patient Data Property

Add the data point that must be populated with the patient's answer:

  • Click the first field to select a Category.

  • Click the second field to select a data point.

Pre-fill from Patient Data

Select Yes if you want the information from the patient data point selected above to pre-fill the answer fields for the patient to confirm.

Select No if you want the patient to type the answer.

Update patient data

Select Yes, if you want the answer to automatically populate the patient data point selected above.

Select No, if you do not want the answer to automatically populate the patient data point.

4. To add more questions, click +New Question.

5. To publish the Qnaire, click Next Step. See Publishing your Qnaires.

📌 Note: If you edited an existing Qnaire and you are done, close the Qnaire creator window. The Qnaire creator automatically saves your changes.

Updated June 7, 2022

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