How do Patient Questionnaires work?

This functionality helps practices simplify data collection, reduce admin workload, and improve patient engagement. Making it easy for patients to share important health information from home.

Key Features

Send to individuals: Message a patient with a link to a selected questionnaire
Send to groups: Bulk-send a questionnaire link to multiple patients at once
Automated recalls: Set up automated messages so patients are prompted to complete a questionnaire

How it works

To enable the feature, please:

Go to the User Management Portal
Go to the Patient Services section
Turn the Questionnaires toggle ON
Set an NHS email address to receive patient responses. This can be a shared inbox that your practice decides to use to receive responses

To send a questionnaire:

In the Proactive Monitoring Tool, select the patient or group of patients you would like to send the questionnaire to
Click on ‘Message’ and select ‘Include a questionnaire link’
Choose from the drop-down list
Send it to an individual or a group

Adding Questionnaires to Automated Recalls:

Including questionnaires in your automated recalls can help you stagger response volumes and proactively identify patients who may benefit from completing a questionnaire.

To add a Questionnaire to an Automated Recall:

- In the Proactive Monitoring Tool, navigate to the Population View.
- Use the left-hand column to apply your desired filters (e.g., Indications, Tasks etc.)
- Click + Add Recall.
- As you complete the setup steps, go to Section 5: Direct Links.
- Select ‘Questionnaire Link’, then choose the questionnaire you'd like to include from the drop-down menu.

Screenshot 2025-06-18 131447

What Patients will see

Patients receive a secure message with a link to their questionnaire.

Easy access: Patients verify their date of birth before starting
Designed for mobile: Fast and easy to complete on any device
NHS-branded experience: Styled to match NHS standards for trust and familiarity

Receive responses:

You’ll get an email with the response and options to ‘Save to record’ or ‘Discard’ at the bottom of the email
Clicking ‘Save to record’ will automatically save and code the information into EMIS or S1 and you’ll see a confirmation screen
The outstanding task status will auto-update in the Proactive Monitoring Tool

Important Notes:

Any patient can be sent a questionnaire but patients must have an enabled, overdue, or opportunistic task linked to the questionnaire/form in order to view it
Patient specific rules to enable a specific questionnaire for any patient is not supported yet
At this time, only one questionnaire per patient can be sent at a time
If a patient doesn’t meet the criteria, they’ll receive the message but won’t be able to access the questionnaire. They’ll see a friendly message explaining they no longer need to complete the questionnaire

This feature saves time by:

Reducing phone and in-person form completion
Auto-coding data into the patient record

📬 Available Questionnaires:

⌛️ More Questionnaires coming soon!

🔎 To preview how each questionnaire appears to patients, click the questionnaire name above - You’ll also see how it’s saved to the record and which rules should be enabled.