How to Create a Questionnaire Template

Last updated: 16 April 2026

How to Create a Questionnaire Template

You can create questionnaire templates manually using the visual builder or generate them with AI.

How to Get There

Navigate to Configuration > Questionnaire Templates and click Create Template.

Creating a Template Manually

  1. Enter template details:
    • Title (required) - the name patients will see
    • Description - optional context shown to patients before they start
    • Category - choose from General, Intake, Assessment, Follow-up, Screening, Medication, or Symptoms
    • Tags - free-form tags for organisation
    • Default Assignee - the user or team who should be notified when a response is submitted
  2. Build the form using the visual questionnaire builder
    • Drag question types from the toolbox onto the canvas
    • Configure each question: label, required/optional, help text, choice options
    • Arrange questions into pages if the form is long
    • Use the preview tab to see how it will appear to patients
  3. Click Save to create the template

Generating a Template with AI

  1. From the questionnaire templates page, click Generate with AI
  2. Describe what you need in plain language (e.g. "New patient intake form for a GP practice covering medical history, medications, allergies, and lifestyle")
  3. The AI generates a complete questionnaire schema
  4. Preview the result and refine with follow-up prompts if needed (e.g. "Add a section about family history")
  5. Edit the title and description, then click Save

Tip: You can also edit an existing template with AI. Open the template and click Edit with AI to modify it using natural language instructions.

Duplicating a System Template

System templates provided by Jump are read-only. To customise one:

  1. Find the system template in the list (marked with a lock icon)
  2. Click the three-dot menu and select Duplicate to Practice
  3. A copy is created in your practice templates that you can freely edit

Archiving a Template

To retire a template without deleting it, click the three-dot menu and select Archive. Archived templates are hidden from selection lists but their existing responses are preserved.