Adding a Patient Questionnaire

The admin checklist can be completed by patients in the patient portal if they are new patients. 

Admin users can also complete the checklist on the patient file. 


Go to Settings > Checklists Templates


On the 'Patient Checklist Template' tab select 'Add New Template Item


1. The checklist item name is free typed into the 'Item Name' field.

2. The type of item can then be selected. Depending on the item selected you can then add the values which will be added against this checklist item. 


This checklist will be available for new patients to complete within the Patient Portal if it is enabled. This will save admin time filling in and double-handling paper forms in the waiting room. 


The checklist will also be available on the patient file for the admin to complete. 










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