The system can automatically send the correct questionnaire to the patient based on the doctor and the appointment type.

Once configured, every appointment automatically gets the right questionnaire as long as it is created through the calendar.

Appointments made outside the calendar flow will not trigger automatic sending.

The setup consists of 3 steps, and this system only works for appointments scheduled through the calendar (using timeslots and assigned doctors).

1. Go to: Settings → Interactions → Conversation Templates

2. Open the questionnaire you want to link

3. In Linked doctors, select one or more doctors

4. Don't forget to 'Save'

If no doctor is linked, the questionnaire is treated as general and applies to all doctors.

1. Go to: Settings → Appointments → Manage Exams

2. Select the modality

3. Click the pencil icon next to the appointment type

4. Select the correct questionnaire(s) in Conversation

5. Don't forget to 'Save'

You can link multiple questionnaires per appointment type.

1. Go to: Settings → Appointments → Manage Agenda

2. Select the room and timeslot at the top of the page

3. In Doctor/Provider, choose the doctor assigned to that timeslot

4. Don't forget to 'Save'

Automatic questionnaire selection only works when the appointment is scheduled inside a timeslot linked to a doctor.

When an appointment is created via the calendar:

Appointments outside timeslots or created manually without using the calendar flow will not trigger automatic questionnaire sending.

No automatic questionnaire is assigned. You can still attach one manually.

The system cannot choose a questionnaire automatically.

The questionnaire becomes general and applies to all doctors.

The system selects the questionnaire that matches the doctor assigned to the timeslot.

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