We are updating the Consultations user interface as part of our transition to advanced questionnaires. Organisations using our existing Consultations feature will benefit from an enhanced user experience, even before moving to advanced questionnaires.
The changes that are currently in development are:
- Renaming Consultations to Questionnaires
- Modernising the user experience for downloading responses
- Enhancing the user journey for starting or sending questionnaires
We will implement these changes for all users simultaneously. Therefore, the user interface will be the same whether you use our existing questionnaire feature or have transitioned to advanced questionnaires. This will ensure a smooth and seamless experience when transitioning to advanced questionnaires. Please read on for further information about each change.
Renaming Consultations to Questionnaires
The ‘Consultations’ page for Professionals and Coordinators will be renamed ‘Questionnaires’. On this page, we will:
- Rename the ‘Start consultation’ button to ‘Send questionnaire’.
- Arrange questionnaires into ‘Active questionnaires’ and ‘Inactive questionnaires’, depending on whether they can still be sent to patients.
On the ‘My patients’ screen, professionals will see a ‘Send questionnaire’ button, underneath the patient they searched for.
On a patient’s ‘Events & messages’ page, professionals will see a ‘Send questionnaire’ button, while patients will still have a ‘Start consultation’ button. This distinction is because patients are choosing to consult their healthcare team online when initiating a questionnaire. Once they have moved to advanced questionnaires, clinical teams will be able to choose which questionnaires their patients can initiate.
Modernising the user interface for downloading responses
The updated Questionnaires (Consultations) page will :
- Display the total number of responses for each template.
- Separate the ‘Select anonymisation’ dropdown from the download action with a distinct ‘Download’ button.
- Make anonymisation options clearer by renaming them.
Enhancing the user journey for sending questionnaires
We will enhance the process of sending questionnaires, for example by making it clear when a questionnaire is going to be sent to all patients in a team.
Sending a questionnaire to an individual patient
Professionals will send questionnaires to individual patients by clicking ‘Send questionnaire’ on the ‘My patients’ screen or a patient’s ‘Events & messages’ screen. After clicking ‘Send questionnaire’, the Professional will select which questionnaire to send to the patient. On this screen, the Professional will be shown the patient’s name and the patient banner to ensure the questionnaire is sent to the correct patient.
Sending a questionnaire to the whole team
After clicking ‘Send questionnaire’, the Professional or Coordinator will select which questionnaire they would like to send and will be told how many patients the questionnaire will be sent to. The questionnaire will then be sent to every patient in the team.
Starting a consultation as a patient
Patients can initiate questionnaires as part of an online consultation. When patients click ‘Start consultation’, they can choose a questionnaire from the available list. After moving to advanced questionnaires, teams will have the ability to choose which questionnaires patients can initiate themselves and which can only be sent by the clinical team.
These changes will be released this Summer for all teams, not just teams that move to advanced questionnaires. To learn more about the advanced questionnaires rollout, read our rollout blog post or visit our dev wiki.