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Questionnaires: How to guide

Learn how to collect structured information from patients via SMS.

Moreen avatar
Written by Moreen
Updated this week

What are Questionnaires (previously called Floreys)?

Accurx Questionnaires let you send Questionnaires to patients to collect data through their responses. The responses are then fed back to you via the Accurx Desktop toolbar.

You can then save these responses directly to the record - Some Questionnaires can be set to automatically save to the record with the relevant SNOMED codes! 😊

Examples of some of the Questionnaires that are available are:

  1. Remote Monitoring (Adult) Questionnaire

  2. COVID-19 Triaging Questionnaire

  3. Asthma Questionnaire

  4. COPD Questionnaire-MRC

  5. Flu Vaccine Invite

  6. Alcohol Consumption Questionnaire - AUDIT-C

  7. BMI Questionnaire

  8. Smoking Questionnaire

The example we have used for the purpose of this particular step-by-step guide is the Asthma Questionnaire. However, the other Questionnaires work like this too.

πŸ“Ή If you prefer videos of how Questionnaires work, we've got a playlist here.

Sending a Questionnaire to a patient

Step 1:
Make sure you have both (1) EMIS/SystmOne/Vision and (2) the Accurx Desktop toolbar open, and select a patient (or a test patient if you want to give it a try for yourself).

Step 2:
Open up the compose message screen by clicking the message icon on the Accurx toolbar.

Step 3:

Click in the search bar to search for a Questionnaire, as shown in the picture below πŸ‘‡ You can also search for the Questionnaire you are after by typing its name.
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​Step 4:
Click the Questionnaire you'd like to send to the patient, e.g. "Asthma ACT Questionnaire", and the text message will pre-fill (but feel free to edit it to make it more personalised!)

Step 5:

Click the "Send" button, and the message will be on its way to the patient!
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Reminder SMS messages

Patients will receive reminder texts if they have not completed the Questionnaire within 7 days.

  • Reminder 1, sent on day 3:

    "You still need to complete your health questionnaire. This allows your organisation to manage your health effectively and helps the NHS. You need internet on your phone (otherwise use a computer or contact reception). Please follow this link: (link generated here)"

  • Reminder 2, sent on day 6:

    "This is the last day for you to complete your health questionnaire before the link expires. You need internet on your phone (otherwise use a computer or contact reception). Please follow this link: (link generated here)"

Please note: the above reminders are worded for the Asthma Questionnaire. Similar reminders are sent for the other Questionnaires, except the Remote Monitoring Questionnaire (more details on that here).

Questionnaire reminders areΒ notΒ saved to the patient record.

Processing Questionnaire responses

Step 1:
When a new response comes back from a patient, you will see a notification on the inbox icon of your Accurx Desktop toolbar if you have notifications enabled for that particular team inbox.

Step 2:
Once you open the inbox, you should navigate to the "Questionnaires" section and click on the Questionnaire inbox you want to view responses for (e.g. "Asthma") as shown below πŸ‘‡

Step 3:
When you click on "Asthma", you will see all patients who have responded to the Asthma Questionnaire in the central pane. When you click a card, you can see their response in the right-hand pane (new responses will have a red notification next to their name).

Step 4:
Under the patient's response, is a "Save to Record" button - click on this to save the responses to the record.


​For some Questionnaires, SNOMED codes will be automatically saved to the record!
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Can I preview a Questionnaire?

When searching for Questionnaires, you can click 'Preview templates and questionnaire' to open up a list of templates and Questionnaires to preview.

Once you select a Questionnaire to preview, you can click on the Questionnaire name as shown πŸ‘‡. This opens a page in the browser and shows exactly how a patient sees it.

If you complete the Questionnaire preview, it will appear in your inbox as 'Survey Preview'. 'Survey Preview' responses are completed by users at the practice and show what a response would look like, but they are not related to real patient responses.


If you still have any questions or concerns, feel free to chat with us using the green message bubble in the bottom right-hand corner of this page. πŸ‘‰

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