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How to Complete a Questionnaire as a Provider

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In situations where the client does not need to complete a questionnaire, you are able to manually add it to their profile either in or outside of a session.

How to add a questionnaire onto a Client's profile

To add a questionnaire that you complete yourself to a client's profile, take the following steps:

  1. Navigate to the client's profile either from All Clients or My Clients
  2. Navigate to the Questionnaires card

  3. Click on the + to open the Fill Out Questionnaire window


  4. Select the appropriate questionnaire from the dropdown


  5. Click Next
  6. Fill out the questionnaire and click Save As Draft if you have not finished it or Complete Questionnaire to complete it

How to add a questionnaire during a session

  1. When in a virtual session select Profile on the right hand side
  2. Scroll down to the Questionnaire card
  3. Either send a questionnaire to the client or add one and complete it yourself

Editing a Questionnaire's Response

If necessary, you are able to review and edit the responses of a questionnaire with these steps:

  1. Navigate to the client's profile either from All Clients or My Clients
  2. Navigate to the Questionnaires card

  3. Click on the expand icon

  4. Select Edit from the Actions column



  5. A window will open where you can make any necessary edits
  6. When done you can either click Save as Draft to return to it later or Complete Questionnaire to finish the questionnaire
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