How to Send Questionnaires
Questionnaires are digital forms sent to patients for completion. Two classes are available:
| Class | Description |
| Immediate | Sent to a specific patient with a unique URL. Typically completed before an appointment. Can be sent by SMS or email, or completed on a practice-owned device. |
| Booking Request | A single shared URL that any patient can use to submit a booking request. Does not require an existing patient record. |
Sending Immediate Questionnaires
Send a questionnaire to a patient from their Demographic screen.
- Open the patient's Demographic screen.
- Click the Questionnaire button on the right-hand 'Actions' section.
- Select the Web tab.
- Choose Patient Mobile (SMS) or Patient Email. If the patient's contact details are recorded, these fields will pre-fill.
- From the Select Notification drop-down, select a message template.
- Click Send.
- Click OK on the confirmation prompt.
The message template must include a Questionnaire Invite tag for the Questionnaire link to be included. Navigate to Admin > Notifications & Messages > Notification Manager to add this tag to a template.
Sending On-Premises Questionnaires
On-Premises Questionnaires let patients complete a form on a practice-owned device (such as a tablet) while they are at the practice.
- From the Demographic tab, click the Questionnaire button.
- Select the On-Premises tab.
- From the Select Template drop-down, choose the required Questionnaire.
- Click Create. The Send Questionnaire to Patient dialog displays a 4-digit access code.
- On the practice device, open the saved Questionnaire URL and enter the access code.
- Click Submit on the device.
- Close the Send Questionnaire to Patient dialog in HealthTrack.
When the patient completes the form, the initiating user receives a notification. The device returns to the access code entry screen, ready for the next patient.
For instructions on managing Questionnaire responses from patients, review our article - Reviewing Questionnaire Responses.