Questionnaire Form Settings

Why Use This Function:

Questionnaire Form Settings are configured to allow the Practice to control how each Patient questionnaire operates. These settings determine whether or not a questionnaire will appear alongside the booking icons, its title on the booking timeslots, which questionnaire is displayed on the booking line, and how the system responds to Patient answers. Threshold values can be set to trigger warning or critical alerts based on Patient responses. 

💡Please Note: Questionnaires must be configured correctly before they can operate, and threshold values should be carefully set to reflect the desired level of urgency.

💡Please Note: Questionnaire Settings are done at an Entity level, ensuring that they are the same for all Users across the Practice. 


  • This user manual will start on the Settings screen, User Settings tab.


  • Click on the Entity Settings tab.


    • The Entity Settings tab will open.


  • Click on the Questionnaire Form Settings panel.


    • The Questionnaire Form Settings panel will expand.


      • An explanation will be given for the options available in the panel.

💡 Please Note: Once you select a Questionnaire Form from the drop-down menu, it will display as an additional booking icon from that moment onwards.

  • Display Questionnaire on Booking: Select a Questionnaire form from the drop-down menu which should be displayed on new bookings.
  • Display Name on Booking: The name of the form that will display alongside the booking icons on the booking timeslot
  • Warning Threshold Value: You can set up Questionnaires so that specific answers award a set number of points. When a Patient’s total score goes above the pre-defined threshold value, the booking icon will change to orange. 
  • Danger Threshold Value: The same applies to the Danger Threshold, which is triggered when the total score is higher than the Warning Threshold value, and the booking icon will change to red.

💡 Please Note: The Practitioner can input any number for the Warning and Danger Thresholds.

  • Click on the Save button to finalise any changes made.

    •  The Questionnaire booking icon will now display on all booking timeslots.






Last modified: Saturday, 20 December 2025, 2:09 PM