Table of Contents
While writing a session note you are able to add in details from a completed questionnaire. This is accomplished by editing its Document Template.
For more details on creating a session note, please see here.
Importing a Questionnaire Response
- While writing a session note you can click Import Questionnaire Response to add a questionnaire response to a session note.
- This will open a window where you can select a completed questionnaire to import
- The questionnaire response will appear within the session note, for instructions on how to configure what appears please refer here.
Configuration
Note: Only Provider-Admins are able to create or configure Questionnaires, if you do not see the following options please reach out to someone who is the Provider-Admin role.
- Navigate to Questionnaire Manager under Forms in Settings
- Create a questionnaire through the process outlined here
- Click Edit Document Template
- This will open an editor where you can configure exactly how the questionnaire responses will appear.
- To bring in specific responses you will need to use the following format of {{@QuestionNameFromQuestionnaire}}. Where the QuestionNameFromQuestionnaire is the name of the question within the survey that you created on SurveyJS. Unless you manually changed the name it will likely be named question1, question2, question3...etc.
Example
Let's say we have the following questionnaire on the platform (feel free to create a new questionnaire and follow along):
{
"title": "Example Questionnaire",
"logoPosition": "right",
"pages": [
{
"name": "page1",
"elements": [
{
"type": "text",
"name": "question1",
"title": "Name",
"hideNumber": true
},
{
"type": "text",
"name": "question3",
"startWithNewLine": false,
"title": "Date of Birth",
"hideNumber": true
},
{
"type": "comment",
"name": "question2",
"title": "How did you hear about us?",
"hideNumber": true
}
]
}
]
}
And it will create a questionnaire that looks like this:
The content of the questionnaire is found under the elements section, and is separated by curly braces {}.
Lets take a look at the information within one of the elements:
{
"type": "text",
"name": "question1",
"title": "Name",
"hideNumber": true
}
Above is a text box where the user can input their name. Let's break down each of the line items:
- "type" - This is the question type (ex. "text", "comment", "radiogroup", "checkbox")
- "name" - This is the name of the question and is what is required when editing the document template to appear in a session note
- "title" - The title of the question that appears in the questionnaire (highlighted below)
- "hideNumber" - This boolean flag hides the question number
If true,
If false,
Now let us create a document template that will output the results of the above questionnaire.
Following the steps above, we will enter the following into the text editor and click Save.
Name: {{@question1}}
Date of Birth: {{@question3}}
How did you hear about us?: {{@question2}}
A 'Saved Successfully' message will appear meaning you can now close the window.
Now to test it, ensure you publish the questionnaire and then navigating to a client profile do the following:
- Click the + under the Questionnaires card to create a new one
- Select the 'Example Questionnaire' we created above and click Next
- Fill in the questionnaire and click Complete
- Click on Session Notes
- Click Import Questionnaire Response
- Select the 'Example Questionnaire' results from the dropdown
- The results will be added into the session note to match the document template you configured
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