Questionnaire admin

PA/Admin Practice Admin

Questionnaires are an optional feature of the take on process. They can be used to ensure that specific criteria have been passed before the client is created. They do not apply to contacts.

1. Select Admin > Task Pad from the menu, then select Questionnaires from the System Maintenance section.

2. Any existing questionnaires are displayed in the Administer Questionnaires page. To edit an existing questionnaire, click the name.

   

3. You can preview an existing questionnaire by selecting Preview Questionnaire from the Actions list.

4. To create a new questionnaire, click New Questionnaire, then follow the Create or edit questionnaires instructions. If you want to edit the questions in an existing questionnaire, select Edit Questions from the Actions list, then follow the Create or edit questions for questionnairesinstructions. 
5. You can also set whether the questionnaire is for single or recurring use, together with whether the questionnaire requires approval. See Set questionnaire properties.