Frequently Asked Question

Manually Assign Individual Questionnaires (Epic Integrated Clients)
Last Updated about a month ago

Although questionnaires are automatically assigned based on your CHADIS auto-assignments, staff can also manually assign additional individual questionnaires to patients at any time. This may be useful if the provider would like to screen for any other health concerns not in the typical rotation for the visit.


1. Log into CHADIS and click on ‘All Patients.’

image

2. Search for the patient using name or DOB.

image

3. Click on the patient to open up the CHADIS patient file. Click ‘Assign Questionnaires’ at the top of the patient file and choose ‘Manual.’

image

4. Choose the respondent, the provider, and search for the questionnaire to select it. You can also click the magnifying glass to the right of the questionnaire title to view more details and a preview of the questionnaire first.

image

5. Leave ‘Send assignment notification’ checked to send the respondent an email and/or text notifying the respondent that they have a questionnaire to complete. After clicking ‘Save,’ the questionnaires selected will appear as assigned in the ‘Questionnaires’ section.

image

Please Wait!

Please wait... it will take a second!