Questionnaire Templates

If you need help creating Questionnaires, send us your forms at support@vertikalsystems.com and we'll build them for you.

About Questionnaires and Questionnaire Templates

Questionnaires are a fast way of building rich text, without having to actually type text. The completion of a Questionnaire can be done by simply 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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Speed up typing with Questionnaires

Create a New Questionnaire Template

1. Click the New Questionnaire Template button on the toolbar.
2. Enter information in the Questionnaire Template Editor. Use the Tab key to move from box to 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 from box to 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 Yes in the confirmation box.

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

Specify on which Medical Records the Questionnaire should be available

1. Select a Questionnaire Template item, right click on it and select Available In menu item.
2. In the opened list, 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. Steps to use the editor:
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, click on 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 for users in the Administrators group.

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