FHQ Sending Workflow

Sending a Questionnaire to a new Patient

1. Click the INVITES drop-down from the top navigation bar.
2. Select Invite Status.
3. Click Invite Patient.
4. Select the questionnaire to send, then click Next.
5. Select New Patient and click Next.
6. Select the folder to create this pedigree in, enter the name of the new pedigree, enter the gender of the proband, and enter the patient’s email, then click Next.
7. Enter the additional data if known, to continue, click Next.
   

   Please note that the fields on this window can be customized by your group and may appear different than what is shown in the image.

   
8. A preview of the invitation email will be displayed for review and can be updated if needed (it will only update the email content for this patient, not the saved email template). Click Send an Invite to send out the questionnaire.
9. A popup box will be displayed.