Advanced questionnaires development update

Live: Advanced questionnaires in the ‘Events & messages’ section

Patients can now view and respond to advanced questionnaires from the ‘Events & messages’ section in their Patients Know Best (PKB) record. 

An advanced questionnaire on the ‘Events & messages’ screen

The patients click ‘Answer questions’ to start the questionnaire. We save their answers automatically so they don’t have to answer all the questions in one sitting. Once submitted, the answers appear in their record. 

Organisations can send advanced questionnaires to patients using our FHIR API. Please see our documentation for the specifications.

Next up: Sending questionnaires and exporting responses from the User Interface

We are currently working on allowing Professionals and Coordinators to send advanced questionnaires to patients and export their responses from the PKB user interface (UI). We will release each feature when it is ready so that organisations can start using advanced questionnaires as soon as the features for their workflow are available.

Stage one: Renaming Consultations to Questionnaires

In the Professional and Coordinator UI, the ‘Consultations’ tab will change to ‘Questionnaires’ and the ‘Start consultation’ button will change to ‘Send questionnaire’.

This will change for all teams, even those that have not yet moved to advanced questionnaires.  

Stage two: Sending advanced questionnaires from the UI

Teams will be able to send advanced questionnaires to their patients (registered and not registered) from the UI. The patients will get an email notification prompting them to answer the questions and will see the questionnaire on their ‘Events & messages’ page. 

There are two ways to send questionnaires:

  • A professional or coordinator will be able to send a questionnaire to every patient in the team at once. The sender will not be notified by email when each patient responds. 
  • A professional will be able to send questionnaires to individual patients. The sender will be notified when the patient responds. 

We will move teams to advanced questionnaires in batches. Once a team moves:

  • Professionals and coordinators will only be able to send advanced questionnaires. We will replace a team’s existing questionnaire templates with advanced questionnaires.
  • Patients will not be able to initiate answering questionnaires themselves. We will remove the ‘Start consultation’ button until we add support for teams to decide which questionnaires they would like patients to start themselves as online consultations.

Our success team will work with each customer to ensure that we rebuild all questionnaires they are using before the team moves to advanced questionnaires. New teams and existing teams with no questionnaire templates will automatically move to advanced questionnaires.

Stage three: Export responses from the UI

Professionals and coordinators will be able to export the responses from advanced questionnaires as a CSV. Teams can continue to export the responses for questionnaires they sent to patients before moving to advanced questionnaires.

Later: Completed questionnaires can be edited

Professionals and coordinators will have the option to edit questionnaires that patients submit, allowing them to update answers after reviewing them with the patient. This feature will be configurable, so teams can decide which questionnaires can be amended.

Later: Teams can configure which questionnaires patients can initiate

Teams will be able to choose the questionnaires that patients can initiate. Patients will initiate these questionnaires by clicking the ‘Start consultation’ button. The button will remain ‘Start consultation’ as the patient is consulting their team online when they choose to submit a questionnaire. Until then, patients in teams that have moved to advanced questionnaires can only answer questionnaires that their team sends to them.

Moving to advanced questionnaires

Our success team will contact customers about moving to advanced questionnaires and provide updates on ongoing development. Meanwhile, to ensure continued access to the current questionnaires you rely on, please let us know which ones you’d like to keep using.  

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