This article will provide a step-by-step guide on how to generate patient questionnaires as notes within the patient's chart.
Navigate to the drop-down menu and select Admin. In the new tab, select Survey Engine.
Once you're on the Survey Engine, click New on the left to create a new template.
Once you have added the title, select the Generate Note checkbox.
When adding the questions, you will see the Show As field: it allows you to determine how the questionnaire will be shown as a note.
The Placeholders panel is on the right side. Use placholders like Question and Answer to format your note. For example:
[Question] - [Answer]
[Question]: [Answer]
You can also add your comments to this field and this is how the answer will be presented in the note.
Once you have completed the questionnaire and hit Publish, you can then choose to send it to a patient for completion.
Viewing the Questionnaire within the patient chart
Go into the patient chart and select Notes.
On the left hand side, the questionnaire that was completed by the patient will appear as a note.
