Questionnaire Customization

How do I customize the questionnaire?

Once logged in, go to the forms tab. Here you will see listed the default questionnaire (included in everyone's account) as well as any custom questionnaires you've created. 

1. Click "+Add" in the top right corner and choose the "Default Questionaire" option.
2. Enter a name into the field. It is best to create a specific name for the Questionnaire so you can differentiate between versions (ex. Simplified Questionnaire). You can use the description field for more details. 
3. Click the "Content" tab in the top left.

On the left side, you will see the Component Tree, listing all the different sections and questions in the questionnaire. 

1. Click the downwards arrow to reveal the questions in the section.
2. To add a question to a section, click the three dots on the right side and select "+Add content". Choose the question type and edit the fields. 
3. To edit the section or any of the questions in the section, click the three dots on the right side and select "Edit". 
4. To hide the section or any of the questions in the section, click the three dots on the right side and select "Disable". You can re-enable the section/question by clicking the three dots and selecting "Enable"
5. To delete the section or any of the questions in the section, click the three dots on the right side and select "Remove".

*Note: If you would like to create your new custom questionnaire based off of one you have already created, click the three dots on the right side of that questionnaire and select "Clone". It will clone the questionnaire so that you are not starting from scratch and are working off a version you have already created.

I accidentally removed a section, how do I get it back?

If you've removed a section accidentally, and would like to undo your last action, you can do so by clicking the undo button (left curvy arrow in the bottom left corner.

How do I make a questionnaire the default form for clients? 

1. Click on the name of the questionnaire version you would like to edit OR click the three dots on the right and select "View". 
2. Click the "Enabled" button so it is blue with a checkmark. This will ensure the questionnaire can be selected at the client level.
3. Click the "Add to new clients by default" button so it is blue with a checkmark. This will ensure this questionnaire form is automatically added to new clients by default.
4. Click "Save" in the bottom corner.