Questionnaires: Sending a questionnaire to a client

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When you have access to the questionnaire portal you can explore which questionnaires are available for your organisation on the Questionnaires page, you can send a questionnaire to a client, view the results and download the results.

Available questionnaires

By clicking on 'Questionnaires' in the menu you can explore the questionnaires that are available for your organisation. Here you can also search for a specific questionnaire and add one to a client's care plan.
It is not possible to review the content of a questionnaire. 

New client

To send out a questionnaire to a new client, you create a new client and a new care plan first. You can do this from the Clients page. The client will receive an invitation to create an account and has to log in to the platform after that to fill out the questionnaire from within the care plan.

Existing client

If you want to send a questionnaire to an existing client you can add the questionnaire to this client's care plan. They will get a notification about it.

Can't find the answer to your question?

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Modified on:Wed, 21 Sep, 2022 at 2:21 PM

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