Questionnaires

Home > Questionnaires

How To Edit The Trainer Name in The Consent

1. Go to Questionnaires and look for the Consent Form and Waiver. Click on the 3 dots and choose Copy and Edit: 2. Click 'Save' 3. Click on Section and Questions and edit the form with your name: 4. Click Save 5. The edited consent form and waiver can now be found in the Saved Q&A section 6. Click on Publish and choose the folder where you want the questionnaire to be saved 7. You can now assign it to your clients

How To Reset/Unlock A Finalized Questionnaire

How To Reset/Unlock A Finalized Questionnaire On the side navigation click on assessments drop-down then click on assigned this will bring up all the assigned Q&A's Scroll down to the assigned questionnaire that you need to unlock. Tick the 3 dotted dropdown menu then select Reset/unlock. Click the unlock' button 's

Scheduling A Recurring Questionnaire

Scheduling Recurring Questionnaire Go to the questionnaire that you want to schedule. Click on the 3-dotted drop down menu and select 'Schedule Questionnaire Assignment' Add the details Note there are two types of questionnaires ones that are assigned will be scheduled once, and others that are scheduled multiple times which are more like logs for example the daily readiness questionnaire. The two images below show the difference between questionnaires that are assigned once and ones t...

Creating A Custom Questionnaire

Creating A Custom Questionnaire 1. Go to Assessments, then click ‘Questionnaire’ and you will see the “Create New” at the bottom. - Fill out the details then click ‘Save and Continue Editing'. There are 4 tabs that are used to build or edit a Custom Questionnaire: - The 'Overview' tab and 'Sections & Questions' tab are the main tabs used. - The 'Assign message' tab is used to create a message that is shown to the trainer when the questionnaire ...

How To Assign Edited Questionnaires

Go to Assessments, then click ‘Saved’ you can found the Saved Q&A tab: You need to ‘Publish’ the edited questionnaire so you can assign it to your clients. You can do that by clicking on the 3 dotted lines just across the questionnaire, then select ‘Publish’. Make sure your edited Questionnaire has a unique name so that you can easily find it once it gets published. It will prompt you to save your questionnaire. You can choose to save it in a folder to organize things: Your ‘Publish...

11. How To Solve the Pop-Up Message Issue

ISSUE Trying to assign 4 Doctor Readiness Assessment, Nutrition And Lifestyle Questionnaire, and Primal Pattern Diet Questionnaire, then getting a pop up message from Paul that will not close out and can’t see the client list to actually assign. SOLUTION - Click on the Questionnaire and Select 'Assign' - Click the 'OK' button. (You may need to scroll down to see the button.) - You will then be able to see the clients that you can assign the questionnaire to

10. Consent Form & Waiver: How To Troubleshoot the disappearing textbox and blocking toolbar

Issues: - The formatting toolbar is blocking the area that needs to add content in. - The typed content in the text box disappears when you click outside the box. Solution: - Drag the formatting toolbar away from the area where you will add in your text - Click on the ‘text’ tool then position the cursor where you want to type the text. - After typing the text, click the ‘text’ tool again, before clicking outside the text box.

9. Previewing Questionnaires and Assessment Record forms

Step 1: So if we roll over the assessments, tab, click on questionnaire library. Step 2: The 'My questionnaire' is actually where your custom questionnaire will be saved or any questionnaire that you copy from the questionnaire library that you have access to Step 3: But the questionnaire folders down here under the ptEnhance questionnaire section are questionnaires that are premade that you can assign to clients. The particular folders that you see will depend on your qualificatio...

8. Assigning Questionnaires and Assessment Record Forms to Clients

In this tutorial we're going to learn how to assign a questionnaire to a client. And how to assign an assessment, which is pretty much the same process. Step 1: We're going to the questionnaire library. To access the questionnaires library rollover assessments and click on questionnaires library Step 2: Now these questionnaires are being created by Paul Chek of the Chek Institute, founder of the Chek Institute and made available to all ptEnhance customers or trainers using ptEnhance. So...

Reviewing a Client's Finalized Questionnaire and Report

Reviewing a Client's Finalized Questionnaire and Report In this tutorial, we are going to learn how to review a completed questionnaire that a client has filled out after you've assigned it to them. 1. From your dashboard, you will see a summary of the recently assigned questionnaires divided into two tabs, the Uncompleted and the Recently Completed questionnaires. 2. Recently Completed questionnaires are the ones that have been finalized by your clients. If a client say...

6. Sharing Completed Questionnaire

You can hover over Assessments in the navigation bar then click on Assigned. Look for the completed questionnaire and then click on view report Click on the print button Select the completed questionnaire then click on print You will get a pop up with the report You have the option to print or save the pdf Once you have saved it you have the option to share it via email, social media, online storage etc.

5. Completing Questionnaires Through Mobile

Follow these steps to finalize questionnaires Step 1: In your mobile click on the questionnaires menu Step 2: Click on the second questionnaire where you can see date completed is none Step 3: At the bottom of the questionnaire click on the finalize button Step 4: A pop up will appear and then you should click on the finalize button Step 5: You will get a notification that the questionnaire has been successfully finalized Step 6: You will see the date when it was completed and yo...

4. Completing Questionnaires Through Desktop

4. Completing Questionnaires Through Desktop Step 1: Go to questionnaires Step 2: Click on the three dots and then click on view progress Step 3: Click on the finalize button Step 4: Then click on finalize button in the pop up Step 5: You will get a notification that it was successfully finalized Step 6: Then click on back to questionnaires Step 7: You will see the questionnaire has been completed now

3. Creating Digital Consent Form

Step 1: To create you need to hover over questionnaire and then click on create new. Step 2: You just create a title and you can also select the logo. Step 3: Then you can fill in the overview section and drag the display field and fill it in with text or image. Step 4: Next you can assign a message for your clients to receive when they are assigned with the questionnaire Step 5: Then under questions and sections you can now fill it in with the consent form. You just drag the text fiel...

2. How To Print Questionnaires

2. How To Print Questionnaires You can only print completed questionnaires. Step 1: To access your questionnaire you can hover over assessments and then you will be able to see questionnaires and assigned questionnaires. You can only print completed questionnaires. In order to print completed questionnaires you can click on the questionnaire name that was completed. Step 2: Then inside that questionnaire there is a blue print button that you can click in order to print the questionnai...

1. Bulk Assigning Questionnaires

- Click Assessments on the Menu Bar - Hover on the questionnaire you have selected and click assign - Select the group or groups you want to assign to then click 'assign'. Assigning Group Programs - Click on Programs at the Top of the Menu - Hover on the template that you want to use and click on assign a copy - Select the group or groups you want to assign to then click 'assign'.