Edit Questionnaires

On this tab, you can edit the configuration for the different questionnaires inside of Progeny.

Save
Saves any changes that are made to the questionnaire(s).
New Questionnaire
Creates a new questionnaire that can be customized.
Delete Questionnaire
Deletes the selected questionnaire.
Copy Questionnaire
Copies the selected questionnaire and all its settings to a new questionnaire.
General settings
- Questionnaire Name – The name of the questionnaire.
- Questionnaire Type – Individual questionnaires ask about the individual while family questionnaires ask about the family.
- Questionnaire Language – the language of the questionnaire.
- Make passcode protected – enables a second factor for authentication in which a passcode is generated for the FHQ and has to be given to each patient that is sent the questionnaire so that they can begin.
- Configuration Folder – the folder that is configured in the web application backend to be associated with the selected FHQ.
- Make Gender Required – makes the gender field required for the questionnaire when being filled out.
- Generic Link – a link that is automatically created so that the FHQ can be accessed using the URL in a browser.
- Help text – help text that will be displayed when patients click the Help button throughout the questionnaire.
Email Settings
- Invitation Email – the invitation email template.
- Submit Email – the submit email template.
- Unfinished Email – the unfinished email template.
- Reminder Email – the reminder email template.
- Turn on Automated Reminders – enables the option to set up automated reminders.
- Remind Every – you can choose to send a reminder for the specified days/weeks.
- Max Number of Reminders to Send – you can specify the maximum amount of reminders that are automatically sent.
- Remind Once – you can choose to send a reminder once for the specified days/weeks.
- Before This Date – you can specify a field in the database that points to a date so that the Remind Once function can be applied to the date field.
  View Video: Send Reminders
Status Actions
This section covers actions that take place once an invitation has the status manually set to Reviewed.
- Send Email – sends the specified email template.
- Who to Email – specifies to whom the email template will be sent to.
  - Patient – sends the email template to the patient.
  - Staff – sends the email template to the email that is specified in Email to notify from the Web Data Capture Configuration in the Progeny web configuration back-end.
  - Both – sends the email template to both the patient and the staff.
- Move To Folder – moves the pedigree of the patient to the specified folder.
- Transmit Pedigree PDF to EMR – if an EMR has been set up with your database, this enables the pedigree to be transmitted to the EMR.
Login Screen
- Login Page title – the title of the login page.
- Login Page Instructions – instructions on the login page.
- Sign Up Page Instructions – instructions on the sign-up page.
Profile Page
- Add Profile Page – specifies if the profile page will be added to the questionnaire.
- Profile Page title – the title of the profile page.
- Datasheet Format Name – the datasheet format for the profile page.
Consent Page
- Add Consent Page – specifies if the consent page will be added to the questionnaire.
- Consent Page title – the title of the consent page.
- Datasheet Format Name – the datasheet format for the consent page.
Datasheet
- Datasheet Page title – the title of the datasheet of the questionnaire.
- Datasheet Format Name – the datasheet format for the questionnaire.
- Disable datasheet styles – disables the styles that are configured for the specified datasheet. You can specify which format to use for the Editor Style, Editor Label Style, and Added Text Style.
Family Builder
- Family Builder Page title – the title of the Family Builder Page.
- Family Builder Page Instructions – instructions for the Family Builder Page.
- Show Only When Conditions Below is True – you can specify to show the family builder page by a condition.
Additional Family
- Add Nieces and Nephews Page – specifies if the Nieces and Nephews Page will be added to the questionnaire.
- Nieces and Nephews Page title – the title for the Nieces and Nephews Page.
- Nieces and Nephews Page Instructions – instructions for the Nieces and Nephews Page.
- Add Cousins Page – specifies if the Cousins Page will be added to the questionnaire.
- Cousins Page title – the title of the Cousins page.
- Cousins Page Instructions – instructions for the Cousins Page.
- Add Half-Siblings Page – specifies if the Half-Siblings Page will be added to the questionnaire.
- Half-Siblings Page title – the title of the Half-Siblings Page.
- Half-Siblings Page Instructions – instructions for the Half-Siblings Page.
Family Table
- Family Table Page title – the title of the Family Table Page.
- Family Table Instructions – the instructions for the Family Table Page.
Final Notes
- Add Final Notes Page – specifies if the Final Notes Page will be added to the questionnaire.
- Final Notes Page title – the title for the Final Notes Page.
- Page Instructions – the instructions for the Final Notes Page.
Summary Page
- Show pedigree upon completion – specifies whether to show the pedigree on the summary page and whether to display it for all members who fill out the questionnaire or only the Proband of the family.
- Show data editors – specify if the data editors are shown on the Summary Page. These editors are used to modify information in different sections of the questionnaire.
- Summary Page title- the title of the Summary Page.
- Summary Page Instructions – the instructions on the Summary Page.
- Empty Summary Page title – the title of the Empty Summary Page.
- Empty Summary Page Instructions – the instructions for the Empty Summary Page. This page will be displayed if the patient does not agree to the terms of use page.
Relatives Invites
- Add Family Invites Page – specifies if the Family Invites page will be added to the questionnaire.
- Invites Page title – the title of the Invites Page.
- Invites Page Instructions – the instructions for the Invites Page.
- Add phone number column – adds a phone number column.
- Send email invite immediately – send the invite immediately.
- Use email template – uses the specified email template for relatives.
- Invite to Questionnaire – specifies the questionnaire to be sent to the relatives.
Submit Page
- Submit Page Title – the title of the Submit Page.
- Submit Page instructions – the instructions on the Submit Page.
- Lock on submit – locks the questionnaires once they have been submitted. This prevents accessing the questionnaire again and changing information.
- Move on submit – moves the pedigree to the target folder once a questionnaire has been submitted.
  View Video: Move Pedigree Once FHQ is Submitted