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Questionnaires
October 12, 2026

Major updates to make Questionnaires work harder for you

The problem it solves

The newest version of questionnaires can handle any patient data collection task you throw at it. Patient onboarding, intake, medical history, satisfaction surveys, clinical trial recruitment and much more are now a breeze!

Major updates to make Questionnaires work harder for you
What's included
  • Drag-and-drop form builder. Build and edit questionnaires directly in the staff app, with pagination to group related questions together.
  • A full range of question types. Short text, paragraphs, numeric entry and sliders, dates and date ranges, true/false and checkboxes, single- and multi-select dropdowns, checklists, and signature.
  • Conditional logic. Questionnaires can skip ahead or end early based on how a patient answers, instead of asking every patient every question.
  • Aggregated results view. See responses across every patient who's completed a questionnaire in one place, with charts for completion over time and for individual questions.
  • Preview before you send. See exactly how a questionnaire will look to a patient, on both the patient app and desktop, before it goes out.
Want help setting this up?

The help center walks through it step by step. Your Customer Success Manager can do it with you.