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Fill the Questionnaires For a Procedure

This guide provides step-by-step instructions on accessing, completing, and submitting the questionnaire form for a procedure.

Understanding Terminologies

Questionnaire Form

A questionnaire form is a structured document to collect relevant patient information before a procedure. It includes questions about medical history, lifestyle, and specific health conditions to ensure safe and personalized treatment.

Procedures

Procedures are aesthetic treatments performed to enhance or improve a person’s appearance (e.g. Botox, laser treatments, facials, body contouring) . Since these procedures are elective, obtaining informed consent protects both the patient and the provider by ensuring clear communication, managing expectations, and fulfilling legal and ethical obligations. This helps prevent misunderstandings and potential legal issues.

Fill the Questionnaire Form for a Procedure Through Procedure View Screen

  1. The user can fill the questionnaire form for a procedure through the patient profile accessible via two entry points:
    1. From the EMR Board Tabs, select “Patients.’’
    2. From the Left Navigation, click on the “EMR Board” dropdown and select “Patients.” Alternatively, you can type “Patients” into the search bar in the Left Navigation.
  2. From the patient list, click on three dots under the action column and select "View Patient Profile" for the specific patient, or simply click anywhere on the patient’s data.
  3. On the Patient Information Screen, users can access a comprehensive summary of all patient details. To view the procedures, simply click on the ‘’Procedures’’ tab.
  4. Here, you will find all procedures for the patient. Click “View Procedure” next to the desired procedure to access its details.
    Note: The Procedure View Screen can also be accessed through the Bookings List Screen and the EMR Board. For detailed navigation, refer to our “Create a New Procedure” article.
  5. On the Procedure View Screen, click “Add Questionnaire” in the Questionnaires section to add a questionnaire to the procedure.

    Note: Any questionnaires already assigned to the booked service will appear in the Questionnaires section.
  6. Select the desired questionnaires and click “Save.”
  7. The questionnaire will be added. Click “Fill Questionnaire” to open the form, complete all fields, and then click “Submit.”
    The questionnaires have been added to the procedure successfully!

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