Welcome to our user guides

Audience: System Administrators only
Path: Settings → Questionnaire

Define the questions shown in the referral questionnaire. Questions can be scoped to specific Issues, reordered, edited, or removed. Changes apply to all new referrals immediately.

What you can configure

• Question type – Yes/No or Paragraph (free‑text).
  
• Content fields – Title (short label), Description (up to 900 characters), and optional Help text (up to 900 characters).
  
• Issue scope – show the question for selected Issues or Select all to show it for every issue.
  
• Order – drag questions to set the sequence users see during the referral.
  
• Required – mark a question as required (where available) so the referral cannot be submitted until answered.
  

Tip: Keep descriptions plain‑language and use Help text for clarifications or examples you don’t want stored in the response.

Add a question

1. Click + Add question.
   
2. Choose Question type: Yes/No or Paragraph.
   
3. Complete the fields:
   
   • Question title – concise prompt (e.g., Reason for referral).
     
   • Question description – extra context for the responder (max 900 characters).
     
   • Help text (optional) – guidance that doesn’t need to be saved with the response (max 900 characters).
     
4. Under Issues, select the issues this question should appear for, or toggle Select all.
   
5. Click Save.
   

Edit, delete, or reorder

• Edit / Delete – use the row ellipsis (⋮) next to a question.
  
• Reorder – drag the handle to move a question up or down; the list order is the form order.
  

Tip: Deleting a question removes it from future referrals. Existing referrals will retain any previously saved answers, maintaining data integrity and preserving continuity.

What users see in the referral journey

• Only questions scoped to the referral’s selected Issues are shown.
  
• Yes/No renders as a binary choice; Paragraph provides a multi‑line text box.
  
• Required questions must be answered before the referral can be submitted.
  
• Answers are saved with the referral (and, where supported, pre‑filled for the same client when re‑referred for the same Issue).
  

Good practice

• Keep titles short; move detail to Description or Help text.
  
• Scope questions to the fewest relevant Issues to avoid ambiguity.
  
• Avoid collecting sensitive data unless you have a clear requirement or mandate to do so.