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

📬 Available Questionnaires:

• • Smoking Status
  • Blood Pressure
  • Height 
  • Weight
  • Asthma Control Test (ACT) - Adult and Child
  • Alcohol Use (Audit-C)
  • Offer of Statin Therapy
  • Ethnicity
  • COPD Assessment Test (CAT)
  • Flu Vaccine

• • Medical Research Council Breathlessness Scale

• • Physical Activity
  • Body Mass Index (BMI)

⌛️ 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.

 

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.
    
    

 

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’

• If you click ‘Save to record’ it’ll automatically save and code the information into EMIS or S1 and you’ll see a confirmation screen

• Patient status will auto-update in the system

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 new feature saves time by:

• Reducing phone and in-person form completion

• Auto-coding data into the patient record

Coming soon 🥳

• Expanded questionnaire library - many more to come!

• Patient specific rules (Diary entries)