If your practice requires patients to upload documentation (such as ID or a medical note) before an appointment, you can send them a patient questionnaire.

Note: To create, edit, and delete patient questionnaires, you must have a role assigned to you that gives you editing permissions for Questionnaires. For more information, see here.

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To add a documentation upload to a questionnaire, you must create a custom question.

Note: Uploaded documents must be a .pdf or .jpg file.

1. Go to the Settings page, then the Questionnaires tab.

2. Create a new questionnaire, or edit an existing questionnaire. For information on how to do this see here.

3. Add a new question to the questionnaire by clicking Add section at the bottom.

4. Give the section a title and description.

5. Click Add question.

6. Open the Question type dropdown, then select File upload.

7. Enter the Question text.

8. When you have finished creating or editing the rest of your questionnaire, click Save in the top right-hand corner.

The question with the file upload will appear like this:

You can view a patient's uploaded documents at any time from the Patients page:

1. Select the patient who you want to view a document for.

2. Go to the Documents tab.

3. Select the document that you want to view. Documents that have been uploaded from a patient questionnaire are labelled Uploaded by Questionnaire.

You can email the uploaded documentation from a patient's questionnaire at any time from the Patients page:

1. Select the patient who you want to share a document for.

2. Go to the Documents tab.

3. Click the more options icon next to the document that you want to share.

4. Select either: