Questionnaires
Questionnaires are structured forms used to collect patient data at various points in their care journey. They can be embedded in carepath steps or used independently.Creating a Questionnaire
Basic Information
- Enter a descriptive title (required)
- Add an optional description explaining the questionnaire’s purpose
- Configure recurrence settings if needed
- Add an optional infographic image
- Add questions using the question builder
Using Templates
The platform includes ready-made templates for common use cases:- Laser Eye Surgery - Pre-Operative Assessment
- Laser Eye Surgery - Post-Operative Care
- Prenatal Care - Initial Assessment
- Orthopedic Surgery - Recovery Assessment
Question Types
The platform supports 9 question types, each designed for specific data collection needs:Text (String)
Free-form text input for descriptive responses. Use cases:- Describe current health concerns
- List allergies or medications
- Document symptoms or observations
Number
Numeric input for quantitative data. Use cases:- Hours of sleep per night
- Glasses of water daily
- Weeks pregnant
Date
Date picker for selecting a specific date. Use cases:- Last doctor visit
- Symptom onset date
- Estimated due date
Date & Time
Combined date and time picker. Use cases:- Last medication taken
- Next scheduled appointment
- Symptom occurrence time
Weight
Weight input with unit selection (kg or lbs). Response format:- Current weight tracking
- Weight change monitoring
- Pre/post procedure weight
Pain Scale
Visual 0-10 pain scale selector. Scale interpretation:- 0: No pain
- 1-3: Mild pain
- 4-6: Moderate pain
- 7-9: Severe pain
- 10: Worst possible pain
- Current pain level
- Pain after medication
- Pain at specific body location
Blood Pressure
Dual input for systolic and diastolic readings. Response format:- Daily BP monitoring
- Pre/post medication BP
- Vital signs tracking
Image
Photo upload for visual documentation. Supported formats: PNG, JPG, GIF (up to 5MB) Use cases:- Wound photos for healing progress
- Skin condition documentation
- Post-surgery site images
Threshold
Numeric input with automatic alert triggering when values exceed configured limits. Configuration options:- Threshold value (numeric)
- Comparison operator
- Alert message for care team
Threshold Configuration
Threshold questions are powerful tools for proactive patient monitoring.Comparison Operators
| Operator | Symbol | Description |
|---|---|---|
| Greater than | > | Alert when value exceeds threshold |
| Less than | < | Alert when value below threshold |
| Equal to | = | Alert when value matches exactly |
| Greater or equal | >= | Alert when value at or above threshold |
| Less or equal | <= | Alert when value at or below threshold |
Setting Up a Threshold Question
- Select “Threshold” as question type
- Enter the question text
- Choose the comparison operator
- Set the threshold value
- Write a clear alert message for the care team
Alert Message Best Practices
- Be specific about what triggered the alert
- Include recommended actions
- Reference normal ranges when helpful
Recurrence Settings
Configure questionnaires to repeat automatically for ongoing monitoring.Frequency Options
- Daily: Every day
- Weekly: Once per week
- Biweekly: Every two weeks
- Monthly: Once per month
Configuration
- Start Date: When recurrence begins
- End Date: Optional end date for recurrence
- Occurrences: Specific number of times (leave empty for indefinite)
Recurrence Summary
The form displays a human-readable summary:“Repeats weekly starting Jan 15, 2025 for 12 occurrences”
Infographics
Add visual instructions to help patients understand the questionnaire.Adding an Infographic
- Click the upload area or drag and drop an image
- Or paste an image URL and click “Add”
- Add a caption describing the image
- Add alt text for accessibility
Infographic Best Practices
- Use clear, simple visuals
- Include step-by-step instructions when applicable
- Ensure text in images is readable
- Keep file sizes reasonable (under 5MB)
Question Management
Adding Questions
- Click “Add Question” button
- Select question type from dropdown
- Enter question text
- Toggle “Required” if mandatory
- Configure threshold settings (if applicable)
- Click “Add Question”
Editing Questions
- Click the edit icon on any question
- Modify question properties
- Click “Save Changes”
Reordering Questions
Drag and drop questions to change their order. Order numbers update automatically.Deleting Questions
Click the delete icon and confirm removal.Version History
Every change to a questionnaire is tracked:Change Types
- created: Initial questionnaire creation
- updated: General updates
- question_added: New question added
- question_removed: Question deleted
- question_modified: Question settings changed
- reordered: Question order changed
Version Information
- Version number (auto-incremented)
- Change description
- User who made the change
- Timestamp
- Previous/new values (for rollback)
Sample Questionnaires
General Health Assessment
Basic intake questionnaire with:- Health concerns (string)
- Allergies (string)
- Sleep hours (number)
- Water intake (number)
Vital Signs Monitoring
Daily monitoring with:- Current weight (weight)
- Pain level (pain)
- Blood pressure (bloodpressure)
- Pain after medication (pain)
Wound Assessment
Visual documentation with:- Wound location (string)
- Wound photo (image)
- Pain at site (pain)
- Infection concerns (string)
Pre-Surgery Instructions
Checklist with infographic:- Fasting confirmation (string)
- Medications taken (string)
- Questions/concerns (string)
- Last food/drink time (date)
- Preparation checklist (string)
Integration Points
Carepaths
Questionnaires are embedded as steps in carepath templates. Patients complete them as they progress through their care journey.Alerts
Threshold questions automatically generate alerts when triggered, appearing in the Alerts dashboard for care team review.Pending Approvals
Submitted questionnaire responses enter the approval queue for clinical review before processing.Patient Dashboard
View a patient’s complete questionnaire history, responses, and any associated comments.Best Practices
- Choose appropriate types: Match question types to the data you need
- Set thresholds wisely: Configure alerts for clinically significant values
- Write clear questions: Use simple, unambiguous language
- Mark required fields: Only require truly essential questions
- Use recurrence: Set up recurring questionnaires for ongoing monitoring
- Add infographics: Visual aids improve patient compliance
- Version control: Document significant changes for audit trails