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Create a questionnaire template

Create an intake form or set of questions to ask your clients

Updated over a week ago

Questionnaires allow you to ask a set of defined questions for each client, perfect for intake forms or health evaluations. Once questionnaires have been created they can be undertaken by the client as many times as required and exported as a CSV file.


Please, follow the below steps to create a questionnaire template:

1. Click on Setup, then Settings
2. Click on Questionnaires 
3. Click Create Questionnaires 
4. Enter the name of the questionnaire, and set the number of questions to be asked then click Create
5. Create the questions, and set the requirements, then click Next
6. Enter the answers, then set a score for each answer, then click Next
7. Enter the results based off the scores, then click Finish

🚀 You can create questionnaire templates for clients to fill out with our Sanpforms integration. Please, give it a look here: Snapforms

🚀 With our Patient Plus add-on, you can create questionnaire templates just like Snapforms, and additionally, you can fully customise the fields on your forms. Please, see here to find out more about it: Patient Plus


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