Assigning Questionnaires ========================= .. contents:: Table of Contents :local: :depth: 2 This page explains how to assign questionnaires to a patient, control their visibility, and schedule them for specific dates and times. All of these actions are done from the **Manage Questionnaires** page for a patient. .. note:: You need the appropriate permissions to manage questionnaires. If you do not see the **Manage Questionnaires** button, please contact your system administrator. --- Opening the Manage Questionnaires Page --------------------------------------- There are two ways to reach the Manage Questionnaires page: 1. **From the Patient List** — Find the patient in the patient list and click the green **Manage Questionnaires** button next to their name. 2. **From the Patient Details page** — Open a patient's record and click the **Manage Questionnaires** button at the top of the page. Both options take you to the same page, which is titled **"Manage Questionnaires for [Patient Name]"**. To return to the patient list at any time, click the **Back to Patient List** button in the top-right corner of the page. --- Understanding the Questionnaire Status Table --------------------------------------------- The lower section of the page shows a table of all questionnaires available in the system. Each row includes: - **Questionnaire** — The name and a short description of the questionnaire. - **Status** — Shows one of three states: - **Not Assigned** (grey) — The questionnaire has not been given to this patient. - **Hidden** (yellow) — The questionnaire is assigned to the patient, but the patient cannot currently see it. - **Displayed** (green) — The questionnaire is assigned and visible to the patient in their account. - **Assigned Date** — The date the questionnaire was first assigned to this patient. - **Actions** — Buttons to assign, unassign, or change the visibility of the questionnaire. --- Assigning a Questionnaire to a Patient ---------------------------------------- 1. Find the questionnaire you want to assign in the table. 2. If its status shows **Not Assigned**, click the green **Assign** button in the Actions column. 3. The page will refresh and the questionnaire status will change to **Hidden**. .. note:: A newly assigned questionnaire is set to **Hidden** by default. The patient will not see it in their account until you set it to **Displayed** (see below). --- Making a Questionnaire Visible to the Patient ---------------------------------------------- Once a questionnaire is assigned, you can control whether the patient sees it. - If the status is **Hidden**, click the **Show** button to make it visible. The status will change to **Displayed**. - If the status is **Displayed**, click the **Hide** button to hide it from the patient. The status will change to **Hidden**. This is useful when you want to temporarily stop a patient from seeing a questionnaire without fully removing the assignment. --- Unassigning a Questionnaire ----------------------------- 1. Find the assigned questionnaire in the table (it will show a **Hidden** or **Displayed** status). 2. Click the red **Unassign** button. 3. A confirmation prompt will appear asking: *"Are you sure you want to unassign this questionnaire?"* 4. Click **OK** to confirm. The questionnaire will be removed from the patient's account and its status will return to **Not Assigned**. .. warning:: Unassigning a questionnaire removes it from the patient's account. Any previously created schedules for that questionnaire will also be removed. This action cannot be undone from this page. --- Scheduling Questionnaires -------------------------- The **Schedule Questionnaires** section at the top of the page lets you set specific dates and times when a questionnaire should be made available to the patient. .. note:: You can only schedule questionnaires that have already been **assigned** to the patient. If no questionnaires appear in the scheduling section, assign at least one questionnaire first (see above). **Step 1: Select Questionnaires to Schedule** Tick the checkbox next to one or more questionnaires you want to schedule. Each questionnaire label also shows its **interval restriction** — the minimum required time between two scheduled dates for that questionnaire (e.g., *"Interval: 7 day(s)"*). If there is no restriction, it will say *"No interval restriction"*. **Step 2: Select Dates and Times** Click the **"Click to select dates"** field to open the calendar picker. You can: - Select **multiple dates** by clicking each date you want. - Set a **time** for each date using the time selector within the calendar. Selected dates will appear as blue tags below the calendar. To remove a date, click the **✕** button on its tag. **Step 3: Check for Interval Warnings** If you select multiple dates for a questionnaire that has an interval restriction, the system will automatically warn you if any two consecutive dates are too close together. A yellow warning box will appear listing the problematic questionnaires and the required minimum gap. You must resolve all interval warnings before the schedule can be saved. **Step 4: Create the Schedule** Click the **Create Schedule** button. The system will create one schedule entry for each combination of selected questionnaire and selected date. If a schedule for an exact questionnaire-and-datetime combination already exists, it will not be duplicated. A green success message will appear confirming how many schedule entries were created. --- Viewing and Deleting Existing Schedules ----------------------------------------- If any schedules have already been set up for the patient, an **Existing Schedules** table will appear between the scheduling form and the questionnaire status table. This table shows: - **Questionnaire** — The name of the scheduled questionnaire. - **Scheduled Date** — The date and time the questionnaire is scheduled. - **Actions** — A **Delete** button to remove that specific schedule entry. To delete a schedule: 1. Click the red **Delete** button next to the schedule entry you want to remove. 2. A confirmation prompt will appear asking: *"Are you sure you want to delete this schedule?"* 3. Click **OK** to confirm. The schedule entry will be permanently removed. .. note:: Deleting a schedule only removes the specific date-and-time entry. The questionnaire remains assigned to the patient and can be rescheduled at any time.