Documentation

Signup

We provide two ways to signup on our system

Email

You just need to write en email with the following specified format and send it to " info@medicalquestionnaire.com ", you will receive your login details that's it.

Email Subject: signup
Email First Line: you email account
Email Second Line: Your Full Name
Email Third Line: Your Street Address
Email Fourth Line: you postal code
Email Fifth Line: City, Country
Email Sixth Line: Mobile Number
Email Seventh Line: Fax Number

You will receive your login details along with a Random System Generated Password, after successful login with those details you will be redirected to a change password screen so that you can set the password whatever you want.

Website

You can visit the website: https://medicalquestionnaire.com And click on register button in the top menu.

or
You can you Click here and you will be taken to the signup page. Fill up the form with your details and click on register. An example is show in the following image

Important Note

Signup via email can take few minutes please be with patience, but the signup via website is instant.

Subscribe

How to subscribe the plans ?

Once you received your login details and logged into your account successfully, You will be redirected to the dashboard where you will see the various Subscription plans as follow:

Once you select the plan which suits you, you will be on Shopping cart screen where you can enable the " Recurring " option or just simply continue if you don't want to recurring subscription and prefer to pay manually when your subscription ends.

Once you press next you will be redirect on the Billing Address page where you will enter your billing details to whome the invoice will be issued, after entering all the mandatory fields please press 'Submit' Button

Once you press the 'Submit' button you will be redirect on the payment page where you will see variour available payment methods, Please select the one you feel comfortable with. After entering the payment method details you will need to press 'Pay' Button

Once the payment is processed you will be redirected to the page where it will show the Transaction Details and it's status as follow

One the payment is successful, You are ready to use the MedicalQuestionnaire.

Invite a Patient

We provide you two methods for inviting a patient to the MedicalQuestionnaire as well

Email

That's quite similar how you signup your account using email system please follow the following steps to invite a patient using email feature. i. You just need to write en email with the following specified format and send it to " info@medicalquestionnaire.com ", by sending this email our system will create an account for the patient and also will invite him/her to the Questionnaire.

Email Subject:
Four letters, first two letters will be the Questionnaire Group and second two letters will be the language of your patient he/she is comfortable with
For example:
"zznl"
zz = Health Questionnaire
nl = standard short code of the language (for example, for english you can use 'en' instead of 'nl' and so on)
Email First Line:
your patient's email account
Email Second Line:
your patient's Full Name
Email Third Line:
your patient's Street Address
Email Fourth Line:
your patient's postal code
Email Fifth Line:
your patient's City, Country
Email Sixth Line:
your patient's Mobile Number
Email Seventh Line:
your patient's Fax Number

With the following example it will be more clear for you to understand the Email Format

Your patient will receive his/her login details along with a Random System Generated Password, after successful login with those details he/her will be redirected to a change password screen so that you can set the password.

Website

Once you logged in to your dashboard you will see a tile with title " Add Patient " click on the button or Click Here

Once you are at the add page of the new patient you will see two sections there as shown in the following screenshot.

  1. For Adding single patient one by one manually filling their details.
  2. Bulk Import feature using file import feature we added.

Add Single Patient

Follow first section as mentioned in the screenshot.
Enter Name, Email and select Language by default you want to set for your patient.

Bulk Import Patient

Follow first section as mentioned in the screenshot.

Step one:

You will need to know how to arrange patient's information in the file to import in bulk, we added a sample file for you follow the step 1 on the screenshot and a file will get downloaded which you can follow to fill up patients data according to the specified headers which needs to be followed as it is please don't Change the headers as this may cause problems in data.

Step two:

Once you filled up the data into your file as per step one instructions, click on the choose button and select the file from your computer.

Step three:

Once file is selected as explained in step two, click on save.
Your data will start importing in the background and while this all process you can use MedicalQuestionnaire Freely that won't interrupt any of your activities.

Step Four:

You can track progress of your imports at anytime click on the 'View Process' as mentioned in the screenshot with Number (4) you will see how many records are imported and how many of them remaining.

Note

We have various file formats support which you can find from your settings in left menu as shown in the following screenshot.

Once you click on the " Import Settings " from the menu you will see the following page.

you can change the import type for yourself and then go back to 'Add Patient' page and you will be able to use that import method for bulk importing patients.

Add Single Patient & Bulk Import Patient will do the following for you:

  • Create patient's accounts with MedicalQuestionnaire and they will receive their Login Details and your details who added them to the system.
  • They will Receive Invitation to the Questionnaire and first thing they will be asked for login is Fill up the Questionnaire you just invited them to.

Request For Questionnaire

How to Invite already existed patient with your account or Resend The Request to fill up the Questionnaire ?

Once you login to your dashboard you will see the following tile as shown in the screenshot:

Once you click on this button you will see a POPUP as follow:

Here you can enter the email address for the patient, this is smart search as you will start typing the email it will fetch you the similar existing patients in the list you can select from them and then select the Questionnaire Group and click on 'send'.

Your patient will immediately receive a request to fill up the required questionnaire.

Where I can view all of my patients ?

On your dashboard you can find the tile with title 'patients' as show in the following screenshot.

Once you click on the 'my patients' button on the dashboard you will be redirect to the detailed page as follow where you will be able to view all reports of your patients records with various filters and search capabilities, Also you can view reports, edit and delete from here as explained in the following screenshot with arrows.

Actions you can perform on this screen are explained as follow:

  1. When you will click on the ' eye ' icon in front of specific patient record you will be able to see the 'Complete Hisotry Of Questionnaires He/She filled' with various actions you will be able to perform like view Commplete Questionnaire Details, PDF view and resend the 'Fill Questionnaire as link or PDF to yourself or to the patient', Follow the steps shown in the following screenshort.
  2. View Details of patient's filled questionnaire by clicking on the 'eye' button as shown in the prevous screenshot you will see the Questionnaire as the following Test Example Shown:
  3. If you clicked on the ' File ' icon for the PDF view you will see the same view but in PDF format.
  4. By clicking on to the ' Bin ' icon you will be able to remove that specific Questionnaire filled by the patient.
  5. By clicking on the ' Aeroplane ' icon you will be able resend report as link / PDF to the patient and yourself.

Where i can view All patient's Reports directly ?

On your dashboard Or Left Menu ( Reports -> all reports ), you can find the tile with title 'patients' as shown in the following screenshot.

Once you click on the 'my patients' button on the dashboard you will be redirect to the detailed page as follow where you will be able to view all reports of your patients records with various filters and search capabilities, Also you can view reports,delete and resend from here as explained in the following screenshot with arrows.

Actions you can perform on this screen are explained as follow:

  1. When you will click on the ' eye ' icon you will be able to view Commplete Questionnaire Details
  2. View Details of patient's filled questionnaire by clicking on the 'eye' button as shown in the previous screenshot you will see the Questionnaire as the following Test Example Shown:
  3. If you clicked on the ' File ' icon for the PDF view you will see the same view but in PDF format.
  4. By clicking on to the ' Bin ' icon you will be able to remove that specific Questionnaire filled by the patient.
  5. By clicking on the ' Aeroplane ' icon you will be able resend report as link / PDF to the patient and yourself.

How to check Subscription History ?

From the left menu -> Select Subscription History there you will be able to see all the past subscription records with us, as shown in the screenshot below:

Settings Section?

The Settings link can be found in left menu easily once you click on it you will be able to find further more links of settings you can adjust for your account as follow:

  1. Medicine Search

    If you click on the Medicine Search Link as displayed in the above setting screenshot, you will see the following view:

    • These keywords will be used to search medicine name in reports on google for descriptions
    • Medicine name will be provided by patients when filling reports
  2. Payment Settings

    If you click on the Payment Settings Link as displayed in the above setting screenshot, you will see the following view:

    Following Actions can be performed from this area.

    • Enable / Disable Recurring Options ( Recurring enabled will charge you active payment account automatically upon expiry of package & you may continue to enjoy our services uninterrupted).
    • Set Specific method as primary which will be charged on recurring attempt.
    • Delete a payment method from the available ones
    • Resynchronize the payment methods. ( Refreshes the list of methods available at our gateways for you and used by you )
  3. Report Setting

    If you click on the Report Settings Link as displayed in the above setting screenshot, you will see the following view:

    1. Settings for your report receiving formats
      1. Link Only in the email
      2. PDF only in the email
      3. Both link and pdf.
    2. Settings for your Patient's report receiving formats
      1. Link Only in the email
      2. PDF only in the email
      3. Both link and pdf.
  4. Import Setting

    Note

    We have various file formats support which you can find from your settings in left menu as shown in the following screenshot.

    Once you click on the " Import Settings " from the menu you will see the following page.

    you can change the import type for yourself and then go back to 'Add Patient' page and you will be able to use that import method for bulk importing patients.

    Add Single Patient & Bulk Import Patient will do the following for you:

    • Create patient's accounts with MedicalQuestionnaire and they will receive their Login Details and your details who added them to the system.
    • They will Receive Invitation to the Questionnaire and first thing they will be asked for login is Fill up the Questionnaire you just invited them to.

    Changing import type from settings will set that method default for your ' Import Bulk Features in Add Patients Section ' As explained in it's relevant section above.

  5. Profile Settings

    Here you can change your personal details, once you do press the 'Submit' Button.

Departments Management

We provide you to manage your staff

Role List

From the left Menu Staff -> Role List
There you can find list of all Roles where you can edit their accessibility and rights what action must be allowed or disabled for the specific group of staff members

There are various actions you can perform from this page are as follow:

  1. Add New Role Right

    When you will click on the ' Add ' Button from the Staff -> Role List

    Or

    Staff -> Add Role ( that's shortcut for the same page)

    Once you click on the Add Role you will be on the following page:

    Once you enter the name of role and hit save button you will be redirected to the following screen where you can choose which rights needs to be allocated to the Specific Department / Roles or Group of people from staff.

    Here you will be able to manage selective rights for particular module for the role you just added above, After change those roles you need to hit 'save permissions' button as shown in the screenshot above.

  2. Edit Role

    When you click on the edit button you will be redirected to the rights screen as follow:

    Here you can change the permissions as you want and hit save, permission for that edited group will be updated for the staff members who had those roles.

  3. Delete Role

    When you will click on the ' Delete ' button you role will be deleted and access level to the users who were having that role will be set as 'no permission' mode for them, so you will have to assign those users another role in future to let them access the dashboard if you want.

Add New Staff & Assign New Roles

If you click on the Link in left menu from staff -> Add Staff you will see the following screen:

Here you can add user details and select the ' Role ' From the Dropdown which you will be allowing them.

As soon as you hit the save button those staff members will receive Login Information on the entered email address for their access to the MedicalQuestionnaire.

How Their login will work ?

They will be using the same Email Account of their Administrator but the password they will be using is unique which is sent them to their email accounts.

Second Factor Authorizations

Whenever a staff member will try to access their account outside the allowed network they will see a second factor authorization screen where they will be requested to enter the Pin Code which was sent to the System Administrator's Email Account.

How To modify Staff Info and roles ?

If you click on the Link in left menu from staff -> Staff List you will see the following screen:

Here you can perform following Actions:

  1. Add

    To add new staff as explained earlier in previous section

  2. Edit

    Once you press the edit button you will see the following page with the staff details which you can change as follow:

  3. Delete

    You can delete any staff member.

Change Account Password

From the Menu go to the section ' Authentication -> Change Password ' you can find the link as described in the following screenshot:

Once you click on the link you will redirected to the following screen there you will be asked to enter and confirm the password to change it.