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Custom Questionnaires: How to share questionnaires with your colleagues
Custom Questionnaires: How to share questionnaires with your colleagues

Here's how you can share your custom questionnaires!

Helen avatar
Written by Helen
Updated over a week ago

This feature is exclusively available to those with access to Florey Plus. If you're not sure whether you have access or you're thinking of procuring, please do get in touch with the Support team using the message icon in the bottom-right of your screen πŸ’¬

If you have access but you're still yet to create your first custom questionnaire, click here to find out how to get started.

You can now share your custom questionnaire creations with your colleagues via email, social media, or whatever platforms suit you! This article runs through how to share them, and how to import them if someone has shared theirs with you.

How to export your custom questionnaire

You can share your custom questionnaires using a link, or you can simply transfer them over to other organisations that you are a part of.

You can also find step-by-step instructions below πŸ‘‡

  1. Click on your initials on the toolbar, and head to Manage Organisation.

    Accurx toolbar showing where to find manage organisation page

  2. Click on 'Templates & Florey Questionnaires'.

    templates and florey questionnaire tab called out on the manage organisation page

  3. Click the '[your organisation name] Floreys' tab, then 'Go to Custom Florey Questionnaires'.

  4. Scroll down to your published custom questionnaires (NB: you cannot share drafted Custom Floreys) and click 'Share'.

  5. Click 'Copy link' to share with colleagues outside of your organisation or choose to share to one of the other organisations you're a part of.

  6. Paste the link into whichever platform you'd like to share this via!

How to import a custom questionnaire that someone has shared with you

You may have received a link from someone, sharing their custom questionnaire with you. Here's how to import that to your organisation!

You can also find step-by-step instructions below πŸ‘‡

  1. Click on the link that you were sent, and choose which organisation you want to import the questionnaire to.

  2. Click 'Import Florey Questionnaire'.

  3. Review the questions, answers and SNOMED codes, and click 'Save and next'.

  4. Review the invite message and SNOMED code, and click 'Save and next'.

  5. Review the confirmation page and SNOMED code, and click 'Save and next'.

  6. Choose which team you would like the questionnaire responses to go to (here's how to see and manage who is in what team), and click 'Save and done'.

  7. Click 'Publish' to use the questionnaire straight away, or 'Save for testing' if you want to try it with a test patient first.

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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