Run & Access Client Questionnaires

ShareNote Community supports the GAD7, ACEs, and Patient Health Questionnaires. Follow the steps below to run reports for those Questionnaires and view individual Client's questionnaires. 

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Run Questionnaire Report

Hover over the Managers tab in the navigation bar, and select Reports Manager from the drop-down.	Â
In the Select Report Type drop-down, select Client from the list.
In the Select Report drop-down, select Questionnaire from the list.
Set the Date Range.	Â
In the Questionnaire Type drop-down, select the appropriate Questionnaire.
Select the appropriate Funding Source from the Funding Source drop-down. Note: Only for value based healthcare.
Use the Show drop-down to narrow your search by Only Active, Only Inactive, or All clients.
Check the Global Client View box to view all available Questionnaires for that date range.
Click Run Report.
Click Export to Excel to download the report. Note: Once you have downloaded the Excel document, you can delete the columns with the Client's first and last name to protect their PHI.

View Client's Questionnaire

1. Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
2. Select appropriate Client.
3. Click Questionnaire under the Notes/Information section in the menu on the left.
   
   
    
4. Click the View icon to view the Client's Questionnaire results.