How to Create Custom Patient Questionnaires

 Related Training
Questionnaires Recorded Class

You can create custom questionnaires to use for collecting medical history and other types of data from your patients. Sensei Cloud provides default questions and templates. You can edit existing templates based on your best practices and create new ones as needed.

• Create and store questions in the Question Library to use when creating templates (blank questionnaires).
• Use categories, such as Allergies, Dentition, Medical History, to facilitate targeted data collection.
• Create and store templates in the Questionnaire Template Library to be selected when collecting data from the patient.
• Select the Clinical Event option when creating or updating a template to make it accessible from the Collect Data feature, and to be saved as a Clinical Event Note.
• Access questionnaires from the Patient tab.
• Completed patient questionnaires are stored in the patient's Questionnaires list
  (Patient tab > Questionnaires).

Note: For more information, see How to Collect a Patient's Medical History.

Question Library

Use the Question Library to view or edit existing questions or to create new ones to use for your practice. 

From the Administration tab, select Templates > Question Library. The list of questions is displayed by Name, Category, Type, Number of Associated Templates, and Status (active/inactive).

Note: You can sort the list by any of the columns or use the Filter and Search features to refine the list.

Editing a Question

Editing a question updates it in each template where it is used. Any previously collected data gathered from the question remains intact and accessible.

To edit a question:

1. Select the question in the Name column. If the question is in use, you are prompted with a notice of how existing templates will be affected.
2. Click Yes, Update to continue to the Update Question interface.
3. You can edit the basic details of the question, as well as the category, data type, option display text, prompts, and responses.
   Note: The selected data type, such as Multi-select, Numeric, Tooth Chart, determines what additional fields and values you can define for the question.
4. Click Update.

Adding a Question

You can create new questions as needed.

To add a question:

1. Under Actions, select Create New Question. The Create Question window is displayed.
2. Assign a long and short name, and select a category.
3. Select a data type:
   - Date 
   - Free Text (Long)
   - Free Text (Short)
   - Multi-Select - Enables search and selection of multiple values (supports searches on existing lists such as insurance plans, procedures, responsible parties, etc., or designing custom lists).
   - Numeric - Enables entry of a single numeric value.
   - Single-Select - Enables search and selection of a single value (supports searches on existing lists such as insurance plans, procedures, responsible parties, etc., or designing custom lists).
   - Tooth Chart / Select Dentition - Enables selection of teeth from a simple odontogram grid.
   - Tooth Number - Enables entry of a single tooth number.
   - Yes / No - Enables a simple Yes or No response.
   Note: The selected data type determines what additional fields and values you can define.
4. Click Create. 

Questionnaire Template Library

Use the Questionnaire Template Library to view or edit existing questionnaires, or to create new ones to use for your practice. 

Note:  Sensei Cloud comes populated with one or more questionnaire templates. Your current medical history template has been automatically converted to a questionnaire template named ‘Medical History SC,' pre-populated with all its existing questions, sections, and labels. Orthodontic practices using Sensei Cloud also have a default template that can be used for orthodontic screening and initial exams.

From the Administration tab, select Templates > Questionnaire Template Library. The list of questions is displayed by Name, Category, Number of Questions, and Status (active/inactive).

Adding a Template

You can create new questionnaire templates as needed. Once saved, a new template is available in the list of questionnaires that can be used to collect data from a patient.

To add a template:

1. Under Actions, select Create New Template. The Create Template window is displayed.
2. Assign a name and select a category.
3. Select the Clinical Event option if you want this template to be accessible from the Collect Data feature, and to be saved as a Clinical Event Note.
   Note: Templates associated with the Collect Data feature depend on the context of the screen from which data is being collected (Hard Tissue Chart/Dental Chart, Treatment Chart, Ortho Clinical Summary, etc.).
4. Select Add New Section, and enter a section title. 
5. Select Add New Question. The Question Library selection window is displayed.
6. Use the Search field and filters to refine the list.
7. Select the questions to use in the newly-defined section, and then click Add (number) Selected to Template.
8. Add labels to provide additional context or instruction, where needed.
9. Continue adding or inserting sections, questions, and labels to construct a custom template.
10. Click Preview Template to view the template as it will appear when selected for a patient.
11. Click Create. 

Editing/Updating a Template

When you edit a template or a question used in a template, a new version of the template is created. 

To edit a template:

1. Select the question in the Name column. If the template is in use, you are prompted with a warning that any changes to the template will be reflected in all future data collections using that questionnaire template.
2. Select the Clinical Event option if you want this template to be accessible from the Collect Data feature, and to be saved as a Clinical Event Note.
   Note: Templates associated with the Collect Data feature depend on the context of the screen from which data is being collected (Hard Tissue Chart/Dental Chart, Treatment Chart, Ortho Clinical Summary, etc.).
3. Click Yes, Update to continue to the Update Template interface.
4. You can edit the basic details of the question, as well as the category, status, sections, and questions within each section.
5. Click Update.

Note: After a template has been updated, you can no longer copy responses from a previous use of it into a new one for the patient.