Overview
Questionnaires can be created and managed directly in the Staff App. This allows clinics to build and update their own questionnaires without relying on external support.
📌 Note: This feature is accessible by Admin users only.
📌 Note: Depending on your clinic's EngagedMD plan, Questionnaires may be limited use. If you are interested in expanding your use of Questionnaires, please reach out to your EngagedMD Representative.
Steps
1. Go to the Staff App Library & Select "Create"
- On the left-hand sidebar, navigate to the "Questionnaires" tab from the "Library."
- In the top-left, select "Create" to begin configuring your questionnaire
➡️ Tip: If Questionnaires are not available to you, they can be turned on for your clinic by contacting your EngagedMD representative.
2. Configure the Questionnaire
Configurable fields:
- Title (Name of the Questionnaire)
- Description (Summary of the Questionnaire content)
- Participants (Default participants for when a task is assigned)
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Click "Add" Field to choose a question type:
Multiple Choice: Enter the question text and at least one answer option.
Paragraph: Enter the question text to provide a free-form text field for patients
Click the trashcan icon to delete a question
➡️ Tip: You can add and delete questions as you want to reorder them or as otherwise needed.
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3. Select “Save & Publish” to submit
To publish the questionnaire right away, click "Save & Publish"
To keep the questionnaire unpublished in the library, click the dropdown next to "Save & Publish" and select "Save Draft"
Need More Help?
For questions or concerns, please reach out to our Support Team at support@engagedmd.com.