Introduction to Questionnaires
Questionnaires let you collect structured information from patients before, during, or after their care. Common uses include intake forms, health assessments, consent forms, screening tools, and follow-up surveys.
How Questionnaires Work
The questionnaire system has three parts:
- Templates - the forms you design. Each template defines the questions, field types, and layout. Templates are reusable across patients and appointments.
- Delivery - how the questionnaire reaches the patient. You can attach questionnaires to appointment types (sent automatically) or include them in a patient message (sent manually).
- Responses - the completed submissions. Responses appear in the patient record, the global responses list, and on the linked appointment.
Template Types
- Practice templates - created by your team, owned by your organisation. You can edit, duplicate, and archive these freely.
- System templates - provided by Jump. These are read-only but can be duplicated to your practice templates if you want to customise them.
Clinical vs Administrative Questionnaires
Most questionnaires are administrative - they collect information for your team to review.
Clinical questionnaires go further. Their questions are linked to SNOMED codes, and when a patient completes one, the system generates proposed record entries (observations, care history, clinical findings, flags) that a clinician can review and save directly to the patient's clinical record.
Question Types
Templates support the following field types:
- Radio group - single choice from a list
- Checkbox - multiple choices
- Text - short free-text input
- Comment - long free-text area
- Boolean - yes/no toggle
- Dropdown - single choice from a dropdown menu
- File upload - document or image attachment
- HTML - static instructional content (not a question)
Categories
Templates can be tagged with a category to help organise them: General, Intake, Assessment, Follow-up, Screening, Medication, or Symptoms.