Setting up questionnaires

You can create an unlimited number of custom questionnaires to fit the needs of your office. In the Questionnaire Setup dialog box, you can select questionnaire form styles for viewing and printing, create new questionnaire forms, edit questionnaire forms, inactivate questionnaire forms, and set up form categories.

The following patient questionnaire forms and provider/staff questionnaire form are provided by default:

·        Consent for Electronic Communications

·        Patient Information Form

·        Patient Satisfaction Survey

·        Provider/Staff Information Form

·        Truth-in-Lending Statement

You can edit these forms from the Questionnaire Setup dialog box.

To set up a questionnaire

1.   In the Questionnaires module, click Edit, and then click Questionnaire Setup.

The Questionnaire Setup dialog box appears.

2.    The Questionnaire Setup dialog box displays up to 20 questionnaire forms that have been created for your office and also displays the following important information about those forms:

·        Active - Tells you whether a form is active. A "Y" in this column indicates that a form is active. An "N" indicates that a form is inactive. By default, only active questionnaire forms appear. For more information about inactivating a questionnaire form, see Inactivating questionnaire forms.

·        Form Name - Displays the full name of the questionnaire form.

·        Date - Displays the date the questionnaire form was last changed or the date the form was created if it has not been changed.

·        Form ID - Lists the unique ID for each form and each version of a form. To view all versions of a form, click Include Inactive Forms. Otherwise, only the most recent version of the form displays.

·        Type - Displays whether the form is a patient questionnaire form or a provider/staff questionnaire form.

·        Category - Displays the category that you have placed the form in. For more information about assigning forms to a category, see Setting up categories.

·        Expiration - Displays the length of the expiration period for your patients' responses to a form. (To change the expiration period, see steps 5 and 6.)

Note: To sort the forms according to their column headings, click the heading.

3.   To include inactive forms in the list, select View Inactive.

4.   Under Settings, you can change the following options:

·        Form Style for Viewing - Click the search button, and then select the style of the form that you want to use from the Questionnaire Form Style for Viewing dialog box. You can choose from 27 styles.

·        Form Style for Printing - Click the search button and select the style of the form that you want to use from the Questionnaire Form Style for Printing dialog box. You can choose from 27 styles.

·        Practice Website - To have your practice's website address appear on the form you selected, type your practice's website address.

·        Practice Email - To have your practice's email address appear on the form you selected, type your practice's email address .

·        In the Signature Device list, select the type of electronic signature device that you will use to sign forms:

·        Pointing Device (default)

·        Interlink ePad

·        Interlink ePad II

Note: This is a computer-specific setting, so the signature device you select will also be the signature device for all other modules that accept electronic signatures on this computer.

5.   To set an expiration period for responses, click Set Expiration.

The Set Expiration For Responses dialog box appears.

6.   To set an expiration period, select Expire every, and then set the number of months that you want to pass before requiring patients to update their responses to the selected form.