How do I create my own custom questionnaires?

Here's how to create your custom questionnaire using the form builder.

1. From your main dashboard, click on "Practice."

2. Select "My Form Builder" from the "Practice" drop-down.

3. Select the questionnaire you want to create from the "Form Type" drop-down.

• "Questionnaire - Intakes" - This form is used to ask patients/clients questions in preparation for an intake. Once submitted, you can review the results in the chart and then pre-fill a new intake note with the answers.
• "Questionnaire - Follow Up" - This form is used to ask patients/clients questions in preparation for a follow-up. Once submitted, you can review the results in the chart and then pre-fill a new SOAP note with the answers.

4. Add a title to your questionnaire under "Form Title."

5. To start building your questionnaire, drag and drop elements under "Question types" into the form area, and click "Edit" to set up your questions/answers. 

To send a questionnaire to a patient/client, check out this article.

If you have any questions, please contact us.