Questionnaires

The Medical and Dental Questionnaires offer a robust way of gathering a patient’s medical information since the questions can be specific and there are additional options for responding, including text responses, dropdown options, and dates. This information is completed in the new patient process and is accessible any time via the Patient Overview screen, but the information is not automatically displayed. Both, a sample medical and dental questionnaire, are included that can be modified as needed by the practice.

  1. Launch the Questionnaire Setup window by snavigating to Setup > Medical Setup > Medical Questionnaire OR Setup > Medical Setup > Dental Questionnaire.
    Like the Medical Alerts screen, the left section shows the items listed with the header categories in an approximation of the medical information screen. Individual items can be moved up or down the list using the up/down chevrons on the right side.
  2. Click the Proof/Finalize button at any time to see a mock up of the Alerts screen. Be sure to do this at the end to save any changes.

    To setup questions for the Medical or Dental Questionnaire:

    1. Click the Add New button (or select an existing question and click the Edit button).
    2. Complete the box as desired
      • Select the Header? check box to use the description as a category header instead of as a specific question.
      • Type the description as it will appear in the Questionnaire screen.
      • Click the radio button underneath the desired question type.
  3. Click the Save button when complete.
  4. Click the Proof/Finalize button to review the mock up of the questionnaire screen.