How can I create a Questionnaire Template?

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Organization and the Health Professional have the ability to create a Questionnaire, which is a series of questions designed to gather information from each Beneficiary personally.

Through the Eligence platform, the Agency and the Health Professional have the ability to create a Questionnaire Template that is visible to all Health Professionals within the same Organization.

In addition to the Questionnaire Template created by Eligence from the platform that you can assign whenever you wish, you can also create new templates that will only be visible to your own Organization, but will be visible to all Health Professionals in the Organization.

So in the menu on the left, you have the Questionnaires option:

Through this field, it has the ability to:

-in the Template option

  • create Questionnaire Template, available to every Health Professional
  • access to template questionnaire, created by the Health Professionals

-in the by Eligence option

  • assign template Questionnaires recommended by the Platform’s Scientific team

By selecting Questionnaire Templates in the menu on the left, click on the top right Add Questionnaire field, fill in the first details as requested in the tab that appears and Submit.

First, to create the content, write the title in the section that follows and Save.

You then complete the questionnaire, adding Section or Question by selecting respectively from the fields shown on the right.

For each item, either Section or Question, you have the option to Edit or Delete.

By selecting Question, you have the option to fill in a question and select the type of answer you want.

The answer requested from the beneficiary can be in free text, numbers only, multiple choice, or a selection of specific fields.

Once you have completed the question and options as to the answer, you select whether this question will be required by the Beneficiary in order to complete the questionnaire and then select Save.

After completing all the questions and sections as desired, you can select Preview from the top right menu and view the questionnaire as it will appear to the beneficiary.

The Health Professional from Actions field can Assign or Delete the specific questionnaire to one or more beneficiaries, while the Organization/Organization Administrator can only delete a questionnaire and not assign it.

Once you have completed and saved the Questionnaire, it will appear in the list of Questionnaire Templates and can be selected and assigned by all Health Professionals in the organization to any of the organization’s Beneficiaries.

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