Individual/Relative Questionnaire Sending Workflow

Click INVITES.
Select Invite Status.
Select Invite Patient.
Select the questionnaire to send, then click Next.
Select whether you want to send the questionnaire to Members of one family (you will search for and select a pedigree/individual) or whether you want to use a saved query from the invites module to send this invitation to Patients who meet specific criteria (for example, send to all relatives who have cancer or to send to a patient who has completed their baseline questionnaire greater than 1 year ago -please note that this query needs to exist in the Query Formats section of the invites module)
- Members of one family
  1. Search for the pedigree, select it and click Next.
  2. Select each individual to send the questionnaire to and click Next.
  3. 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.
  4. A popup box will be displayed that says, The Questionnaire invitation emails were successfully submitted.
- Patients who meet specific criteria
  1. Select a saved query and click Next.
  2. Edit the query definition, if necessary, then click Next.
  3. Select patients who meet the query criteria for sending the invite to and click Next.
  4. 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.
  5. A popup box will be displayed that says, The Questionnaire invitation emails were successfully submitted.

Updated on January 10, 2020

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