Adding and Using Tool Questions - Example

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Below is an outline of how to create a tool question that includes a radio button that patients must click on stating that they agree to the terms and conditions. You can find a more detailed article on creating template questions here.

  1. Click Settings > General.

  2. Scroll down to the Clinical Settings section and click the Edit (pencil) icon next to "Template questions":

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  3. Click Add Question at the top-right of the page.

  4. Complete the fields below:

    • Question/Title: This is the text that will appear when you use the question, so it will need to make sense in the relevant context - for example, "I agree to the above terms and conditions."

    • Answer type: Set this to Single choice, as you want to provide your patient with only one option.

    • Display type: Set this to Radio buttons. This will appear to patients as a clickable radio option.

  5. In the Data Set field, we can add a set of possible responses to the question. In this example, we will create a new data set that contains a single option - "Agree". To do so:

    • Click Add New Data Set and change the name of your data set (to "Agree", for example).

    • (Optional) Add a description for the data set. This is visible only to you when you use this question in a form or template.

    • Under Answer options, click Add Value, then enter an answer title ("I agree", for example). This is the response to the question that patients will be able to select. You can leave the Score field blank.

    • Click Save.

  6. We now need to add the Data Set we created as the set of responses to the question. Time the name of the data set in the Data Set field and select it from the list. If you cannot find it, click Save, then try again. The end result should look similar to this:

    Template_CreateQuestion.png
  7. Click Save.

RESULT: You have now created your template question, which can be added and reused in any clinical tools template, patient intake form or social history form.

Using your Tool Question

You can use your new tool question in a number of different ways depending on how and when you want your patient to tick the box.

Your tool question can be included into an intake form and emailed to your patient to complete themselves, or it can be added to a clinical template or the Social History.

In a patient intake form

To add your tool question to a patient intake form:

  1. Click Settings > General.

  2. Scroll down to the Clinical Settings section and click the Edit (pencil) icon next to "Patient intake form".

  3. Click the intake form you want to add the question to.

  4. In the right-hand section, click Add Another Question in the section you wish the question to appear. You can also create a completely new section by scrolling down to the bottom of the page and clicking Add Another Section.

  5. Start typing the title of your question you created earlier and select it from the list.

  6. Click Save.

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RESULT: Your intake form will be updated with the question. When your patient receives the intake form, the question will appear in the More information page, along with any other questions or information you added to the relevant section of the form:

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In a clinical template

You can add your question to a clinical tool template in a very similar way to how this would be added to a patient intake form.

To add your tool question to a clinical template:

  1. Click Settings > Clinical.

  2. If you want to add the question to an existing tool, select the existing clinical tool and then click the Edit (pencil) icon in the top-right of the page.

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  3. If you are creating a new tool, click New Template in the top-right of the page and then click New tools template on the left-hand side of the page.

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  4. On the template editor page, click Add Another Question in the section you wish the question to appear. You can also create a completely new section by scrolling down to the bottom of the page and clicking Add Another Section.

  5. Start typing the title of your question and select it from the list.

  6. Click Save.

RESULT: Your template will be updated with the question.

In the Social History form

The Social History form is based on a clinical template and to that end can be edited in exactly the same way.

To add the question to the Social History form:

  1. Click Settings > General.

  2. Scroll down to Clinical Settings and click on the Edit (pencil) icon next to "Social history form":

  3. The Template Editor page appears. Click Add Another Question in the section you wish the question to appear. You can also create a completely new section by scrolling down to the bottom of the page and clicking Add Another Section.

  4. Start typing the title of your question and select it from the list.

  5. Click Save.

RESULT: Your Social History form will be updated with the question. You can view and complete the social history form by going to the patient's record and selecting the Social History Form tab. Click Edit to complete the form.

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