OpenEMR Questionnaire - Use in Portal

Patient Use in the Portal

Recall that in step 9 of 'Import a JSON file' section of the 'Import Questionnaire' workflow:* The questionnaire is in the Category ‘Questionnaire’ which will be one of the sections of the portal documents list.

• the imported form was listed as active in the portal (oval below)

0. Patients access the questionnaires by logging into the portal (not pictured)

1. Click the ‘hamburger’ logo (oval below) to open ‘Document Actions’

2. Click ‘Select Documents’ (round rectangle below)

3. Locate and click on the desired questionnaire, located in the previously mentioned ‘Questionnaire’ category (arrow below)

The questionnaire opens (next image)

4. Select the answer(s)

(This is the single- question questionnaire…)

5. When done click the hamburger (oval below) to reveal the list of available ‘Document Actions’

• if not finished click ‘Save’ the questionnaire to return to later (arrow)
• if done, click 'Submit Document' (round rectangle)

6. The ‘Document Actions’ screen returns; click the hamburger to get the 'top menu' button from where you can log out.

7. Back in the EMR the questionnaire appears and is processed as a portal audit (arrow) just as any other document submitted from the portal.

2. Use in Encounters <-> 4. Conclusion