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When questionnaires are triggered via the API, patients will receive an email notification containing a link to complete the questionnaire. Once the patient has completed the questionnaire, they will be directed to a landing page which confirms they have completed the questionnaire. For unregistered patients, this page will have an option for them to register via NHS login.
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At this pointstage, teams who send questionnaires only via integration (and not via the user interface) can begin using advanced questionnaires. Patients will not see the questionnaire in their PKB record and can only respond to the questionnaire via the email notification.
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Q1 2024
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Patients can see questionnaires on the Events & messages page
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In February, we will add questionnaire requests to the Events & messages page. From here, the patient can answer the questions in the questionnaire, continue answering questions on a questionnaire they’ve saved or view their answers to completed questionnaires.
Other users with the required access, such as professionals and carers, cannot answer questions on behalf of a patient but can view their answers.
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At this stage, teams can send questionnaires to patients via integration and patients can respond to the questionnaire from the UI.
Q2 2024
Professionals and coordinators can send questionnaires and export responses via the UI
Q2 2024 - Completed questionnaires can be edited
Q2 2024 - Patients can initiate questionnaires via the UI
Next steps
In the months after making the new Advanced Questionnaire API endpoints available, we will introduce important Advanced Questionnaire functionality into the UI. This includes:
Patients will be able to view new questionnaire requests in their record, as well as continue answering questionnaires that they have not finished and viewing completed questionnaires. Patients will be able to start or continue questionnaires directly from the Events & messages page.
Professionals and coordinators will be able to trigger an Advanced Questionnaire via the UI
Professionals and coordinators will be able to export Advanced Questionnaire responses via the UI
We expect this functionality to be available in early 2024.
The stage stage of development is to allow professionals and coordinators to send questionnaires to patients from the UI. This is the stage that we will begin to move teams over to advanced questionnaires.
The ‘Consultations’ tab on in the professional and coordinator UI will change to ‘Questionnaires’ and the ‘Start consultation’ button will change to ‘Start questionnaire’. This will change for all teams, even those who have not moved to advanced questionnaires.
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Professionals and coordinators will be able to send questionnaires to patients via the PKB UI by clicking ‘Send questionnaire’. Patients will get an email notification asking them to complete the questionnaire and will see the questionnaire request in the Events & messages section.
There will be two ways for professionals and coordinators to send advanced questionnaires:
Professionals and coordinators can send a questionnaire to every patient in their team at once. The sender will not be notified when each patient completes the questionnaire.
Professionals can send a questionnaire to an individual patient. The sender will be notified when the patient completes the questionnaire.
We will move teams to advanced questionnaires in batches. Once a team has moved:
Professionals can only send advanced questionnaires via the UI. They cannot send the consultations that they were sending before the move. PKB will rebuild these as advanced questionnaires.
Patients can not initiate questionnaires via the UI. These patients will not see the ‘Start consultation’ button until we allow the patient to initiate the questionnaire via the UI, unless they are also in teams that have not moved to advanced questionnaires.
Professionals and coordinators can export responses to advanced questionnaires and historical consultation responses from before the move.
New teams and existing teams with no questionnaire templates will automatically move to advanced questionnaires.
At this stage, teams that do not need the patient to initiate questionnaires via the UI can move to advanced questionnaires.
Completed questionnaires can be edited
Professionals and coordinators will then have the option of editing questionnaires that patients have completed, allowing them to update the answers after reviewing them with the patient. This feature will be configurable, so teams can decide which questionnaires can be amended.
Patients can initiate questionnaires via the UI
Teams will be able to configure whether patients can initiate questionnaires via the UI. Patients will initiate these questionnaires by clicking ‘Start consultation’.
The button will remain ‘Start consultation’, as the patient is consulting their team online when they choose to initiate a questionnaire.
Patients will then only be able to initiate advanced questionnaires via the user interface. All teams that have patient-initiated questionnaire workflows will be moved to advanced questionnaires at this point.
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At this stage, teams that have workflows that require the patient to initiate a questionnaire can move to advanced questionnaires.
Future work (Coming soon)
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Making the QuestionnaireResponse available via our APIs as a PDF
Allowing organisations to retrieve a link to an Advanced Questionnaire, so that it can be sent to patients via SMS
Allowing patients, and other users, to edit completed questionnaires from the PKB UI
Allowing carers to complete Advanced Questionnaires on behalf of patients
Allowing patients and professionals to send secure messages about an Advanced Questionnaire
Can
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my team use Advanced Questionnaires?
Advanced questionnaires can currently only be sent to patients using our questionnaire APIs. This means that your clinical team can only send advanced questionnaires to patients if your Trust has built an integration with these new APIs.
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If you send questionnaires to patients via the user interface (UI), you can keep sending these questionnaires via the UI until we move your team to advanced questionnaires.