Questionnaires on Embodia - Creating questionnaires from a template

Questionnaires allow you to collect standardized information from your patients. You can save time by starting with one of Embodia's pre‑built templates and customize it to fit your needs, including editing questions and duplicating questions to speed up creation. This guide will show you how to use a questionnaire template in Embodia. To learn how to create a questionnaire from scratch, please visit Creating questionnaires from scratch.

Create a Questionnaire from a Template

1. Go to HEP > Questionnaires, and then click Browse available templates:
   
   
   Note: You can view a list of templates available in this guide.

2. You will see a list of templates currently available on Embodia and the questionnaire type, for example, Outcome measure, Intake form, or Consent form.
   
   
   
3. Click on a hyperlinked template title to add it to your library. Scroll to the bottom of a questionnaire and click Create a questionnaire from this template if you would like to use this questionnaire, or Back to go back without creating a questionnaire from this template. 
   
   
   
   
4. Once added to your library, you can customize the content of the questionnaire. If you want to customize the title of your new questionnaire you can click the Edit button at the bottom of the page:
   
   
   
   
5. After clicking on Create a questionnaire from this template you will see that This questionnaire is active and can be shared with patients. You can also provide a New scoring subscale, if necessary.
   
   
   
   If you click on New scoring subscale, you can learn more about scoring by clicking on Learn more about scoring strategies. The Questionnaire scoring strategies information will open up in a new tab.
   
   
6. Review the questionnaire questions and make any changes you deem necessary.

For each question, you will see:

1. The question type (#1 in the image above)
2. Whether a patient must provide an answer to the question (#2 in the image above).
3. You can also edit any question, add an answer, change the answer order, duplicate the question, or delete the question (#3 in the image above).
4. You can edit an answer by clicking on the pencil icon to the right of the answer (#4 in the image above) 
5. You can delete an answer by clicking on the red trash bin (#5 in the image above).

Additional Tips and Features

Question Types

There are various Question types available including: Free text, Single answer, Multiple answers, Range, Drawing, and File upload. You can learn more about each of these Question types in this guide.

Duplicate a Question

If you want to reuse an existing question, click Duplicate question:


A popup will appear and you can edit the question as needed. Please note: The Question type cannot be edited.

Reorder Questions

Drag and drop questions to adjust the order of your questionnaire by clicking Change items order:

Preview the Questionnaire

You can also choose Preview to review how it will look to patients:

Manage Your Questionnaires

Once you’ve created questionnaires, you can

• Edit them at any time

• Unpublish outdated versions by deselecting the 'Active' checkbox in the edit window

• Assign questionnaires to appointments or patient profiles.

Send to Patients

You can send questionnaires by attaching them to a consult:

• Before appointments

• After appointments

Patients will receive a link and can complete the questionnaire on any device by signing into their secure Embodia portal.

You can also manually send a questionnaire to a patient and complete a questionnaire with a patient. 

Learn how to manually share questionnaires with your patients or how to automatically send questionnaires before or after a consult  by using the Consult Setting feature..