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Questionnaires on Embodia

You can send questionnaires as part of a consult. Once you have built a questionnaire that you would like patients to fill out, you can configure your settings to automatically send the questionnaires when a consult is scheduled. This is achieved by using Consult settings.

To add questionnaires to a consult setting, you must first create the consult setting. To learn more about Consult settings, and how to create a consult setting, take a look at our help article,  Changing the consult settings.

Once you have created a Consult setting you can add questionnaires to it. To add a questionnaire to your Consult setting, navigate to the second tab, Questionnaires, and click on Add a questionnaire:Sending questionnaires when a consult is booked on Embodia

 

For your questionnaire, fill out the Add questionnaire pop-up and click Submit (more on Share timeline and Fill Frequency in the next lesson, Setting a specific time when a questionnaire is sent):

Sending questionnaires when a consult is booked on Embodia


To add a questionnaire to an existing Consult setting, click on the hyperlinked Consult setting name:

Sending questionnaires when a consult is booked on Embodia

 

Navigate to the Questionnaires tab and click on Add a questionnaire to add a new questionnaire.

Click on the pencil icon to edit when the questionnaire is shared for this Consult setting, or on the red trash bin to remove the questionnaire from your Consult setting. 

Sending questionnaires when a consult is booked on Embodia

 

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