Questionnaires (Coordinator)

Finding the Questionnaires page

How do I create questionnaires?

Advanced questionnaires are built and maintained by PKB internally. Therefore, if your team need a new advanced questionnaire built, please contact your Customer Success PM. If your team has not yet moved to advanced questionnaires, please read on to find out how to build a questionnaire template.

Create a spreadsheet (CSV) and enter the questions and answer options. Each row in the spreadsheet is one question in the questionnaire.

The first column is the text to be displayed (for example, What is your name? or How do you feel?)

The second column determines the type of question:

Use Title to simply display the text e.g. for instructions, or to separate out the questions with headings
Use Text to accept free text input, e.g. for the question "What is your name"
Use Radio to display a set of radio buttons (meaning patients can only select one option)- the following columns should then contain the options you wish to be available (one option per cell)
Use Checkbox to display a set of checkboxes (meaning patients can select multiple options) - the following columns should then contain the options you wish to be available (one option per cell)

The third column determines whether or not the question is mandatory. Setting the value to TRUE will make the question mandatory, whilst leaving it blank or setting it to FALSE will make the question optional. If a user attempts to submit a questionnaire without answering all of the mandatory questions, they will be shown an error message and the mandatory questions that they have not answered will be highlighted.

An example can be seen below. Please note that the spreadsheet must be saved as a CSV file before it can be imported (rather than .xlsx)

At the moment, the import must be done by a member of the PKB team. Please send your CSV file to your PKB project manager who will arrange the import for you.

Please note if you are going to include commas in any spreadsheet cell, you must surround all the text in the cell by quotes. So for example, if you wanted instead of entering Hello, do you like my tutorial? you should instead enter 'Hello, do you like my tutorial?'

Can I export questionnaire data?

Professionals and coordinators are able to extract data from questionnaires into a CSV file. Each report contains every instance of a completed questionnaire, with a row for each set of responses and columns for every question.

For more information on how to download responses to your questionnaires, please click here.

How do I send a questionnaire to all patients in my team?

To send a mass questionnaire, click ‘Send questionnaire’ on the Questionnaires page, select the correct questionnaire and click ‘Start’ to send this to all patients.

The questionnaire will be sent to all patients who are registered or have an email address in their record but have not yet registered.

How can I see hidden and visible questionnaires?

Professionals and coordinators can see the list of visible and hidden questionnaires listed on the Questionnaires page.

Hidden questionnaires will no longer appear for professionals and coordinators when they attempt to send out an individual or mass questionnaire.

And patients will no longer see any hidden questionnaire when they initiate a questionnaire by clicking ‘Start consultation'.

The responses for all questionnaires which have been completed are still available for download for both visible and hidden questionnaires.

What happens if I've sent a questionnaire and it is hidden before being completed by the patient?

A warning will be given to the patient indicating that the questionnaire is no longer available for completion.

How can I link to a questionnaire?

Welcome message

To add a questionnaire to a welcome message add the following HTML:

<a href = "https://my.patientsknowbest.com/auth/startPatientSelfQuestionnaire.action?massQuestionnaire=false&recipientId=&questionnaireId=<replace-with-questionnaire-id>">Click here</a>

Appointment

To add a questionnaire to an appointment add the following link to the description field when creating a new appointment:

https://my.patientsknowbest.com/auth/startPatientSelfQuestionnaire.action?massQuestionnaire=false&recipientId=&questionnaireId=<replace-with-questionnaire-id>

To acquire the relevant questionnaire id please contact support our support team who will be able to help. They will need the following information

the name of the questionnaire
the team name
the organisation name