Changing an Existing Questionnaire

The communications module is configured with three communications questionnaires: Initial Exam, Pre-Exam/Medical History, and Progress Review. You can use these questionnaires as they are, or you can modify them to meet the needs of your practice.

To change an existing questionnaire:

Select Functions > Word Processing > Communications Setup from the menu bar. The Select Questionnaire window is displayed.

Select the questionnaire type you want to change and click Change. The Setup Questionnaire window is displayed.

The questions for this questionnaire are displayed in the Selected Questions section. Any letters linked to this questionnaire are displayed in the Associated Letters section. See Assigning Letters to a Questionnaire for more information about using this feature.

When you select a question, all of the possible answers to that question are displayed in the Answers section, as well as the question type, whether the answers are quantified, and if letter text is available for that answer.

For each answer option, you can enter Patient, Doctor, and/or Other text to print in the letter(s). An X indicates no letter text, and a checkmark indicates that letter text has been entered.

In the Update Progress Review section, you can select from the followingfollowing.

Never update progress review date
Always update progress review date
Prompt to update progress review date

In the User Identification section, you can select the Require user identification when executing option to have OrthoTrac prompt the user to select his name before executing the questionnaire.

Use the function buttons on the Setup Questionnaire window to make any of the following changesfollowing changes.
- Change the order of questions.
- Add a new question or select a question from the existing database.
- Insert a new question or select a question from the existing database.
- Change the selected question and answers.
- Delete a question.