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:
- Navigate to the client's profile either from All Clients or My Clients
- Navigate to the Questionnaires card
- Click on the + to open the Fill Out Questionnaire window
- Select the appropriate questionnaire from the dropdown
- Click Next
- 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
- When in a virtual session select Profile on the right hand side
- Scroll down to the Questionnaire card
- 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:
- Navigate to the client's profile either from All Clients or My Clients
- Navigate to the Questionnaires card
- Click on the expand icon
- Select Edit from the Actions column
- A window will open where you can make any necessary edits
- 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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