Questionnaire Templates

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About Questionnaires and Questionnaire Templates

Questionnaires are a fast way of building rich text, without having to actually type text. A questionnaire can be completed by by clicking the questionnaire links in the rich text. The source of any questionnaire is a Questionnaires Template. These define the rich text and the questionnaire links.

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Creating a New Questionnaire Template

1. Click the New button on the toolbar.

2. Enter information in the Questionnaire Template Editor. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.

Editing a Questionnaire Template

1. Select a Questionnaire Template item and click the Edit button on the toolbar.

2. Change information in the Questionnaire Template Editor. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.

Deleting a Questionnaire Template

1. Select a Questionnaire Template item and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected Questionnaire Template is deleted.

Note that when a Questionnaire Template is removed, the template will not be available to build other Questionnaires. The existing Questionnaires built with this template will be available for further use.

Specifying Medical Records

The questionnaire can be made available for certain medical records.

1. Right-click a Questionnaire Template item and select Available In from the context menu. The Available In editor opens.

2. Check the Medical Record types where you want the questionnaire to be available.

Using the Questionnaire Template Editor

The Questionnaire Template Editor is the editor used to create a new Questionnaire Template or edit an existing one.

1. In the Template tab, type in the wanted Questionnaire.

2. Click the Insert Link button to insert a new link in the template, or select a piece of text and click the Set Link button to convert the selected text into a link.

3. To preview a Questionnaire built from this template, go to the Test tab.

4. Click the Save and Close button to save the Questionnaire Template.

In the Questionnaire Template Editor, do NOT edit sections of text that are included between [[ and ]]. This is special formatting, that specifies that there will be a link in the Questionnaire.

These operations are available only to Administrators.

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Questionnaire Templates