Using a Direct Scheduling Questionnaire ensures that Patients and Guarantors are only Directly Scheduling when the designated criteria has been met.
Add/Modify a Questionnaire
- From the Scheduling Setup screen, select the Direct Scheduling Questions tab.
- Select Add, or select the Modify icon.

- Enter a Name and Description.
- Call Office Message: Enter the message that will appear if the Patient provides an answer that prompts them to call the office instead of proceeding with the questionnaire.

Questions Panel
- Add Question: Adds a blank question under any existing question(s).
- Order: Change the order in which questions appear on the questionnaire.
- Question: Enter a question.
- Answers: Enter the answers that will populate a multi-select list for each question.
- The green plus + can be used to add additional answers, and the red minus — can be used to remove answers.
- Actions: Assign an action to each answer (at least one question must include an answer that allows the Patient to schedule).
- Next Question: Takes the Patient to the next question in the questionnaire.
- Directly Schedule: Ends the questionnaire and allows the Patient to Directly Schedule.
- Call Office: Ends the questionnaire and advises the Patient to call the office (see Step 3 above to set up the Call Office Message).
- Select Save [F2].

Delete a Questionnaire

A Questionnaire can only be deleted if it is not connected to an Appointment Type.
- Select the Questionnaire to be deleted.
- Select the Delete button.
- Enter a Reason.
- Select Delete.
