Frequently Asked Question
If you choose the Staff-Driven Workflow, practice staff initiates the questionnaire assignment process. Staff can auto-assign questionnaires using the visit types and auto-assignments you have set up during configuration.
- Log into CHADIS and click on ‘All Patients.’
2. Search for the patient using name or DOB.
3. Click on the patient to open up the CHADIS patient file. Click ‘Assign Questionnaires’ at the top of the patient file and choose ‘Automatic.’
4. You can also auto-assign questionnaires directly from the respondent page by clicking on the respondent’s name in the ‘Respondents section’ and choosing ‘Auto-assign Questionnaires.’
5. Choose the respondent, the provider, and the visit type that contains the auto-assignments you would like to assign. Leave ‘Send assignment notification’ checked to send the respondent an email and/or text notifying the respondent that they have questionnaires to complete.
6. Once you click ‘Save,’ CHADIS will assign the questionnaires in that visit type that fit this patient’s age and respondent relationship and they will appear in the ‘Questionnaires’ section.
7. The respondent will receive a notification asking them to log in and complete questionnaires.