Assigning Questionnaires¶
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.
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Opening the Manage Questionnaires Page¶
There are two ways to reach the Manage Questionnaires page:
From the Patient List — Find the patient in the patient list and click the green Manage Questionnaires button next to their name.
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.
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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.
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Assigning a Questionnaire to a Patient¶
Find the questionnaire you want to assign in the table.
If its status shows Not Assigned, click the green Assign button in the Actions column.
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).
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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.
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Unassigning a Questionnaire¶
Find the assigned questionnaire in the table (it will show a Hidden or Displayed status).
Click the red Unassign button.
A confirmation prompt will appear asking: “Are you sure you want to unassign this questionnaire?”
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.
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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.
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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:
Click the red Delete button next to the schedule entry you want to remove.
A confirmation prompt will appear asking: “Are you sure you want to delete this schedule?”
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.