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Questionnaire templates define the structure of data collection forms (CRFs) that can be reused across multiple studies.

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What are Questionnaire Templates?

Questionnaire templates are FHIR Questionnaire resources that define:
  • Form structure (groups and fields)
  • Field types and validation
  • Conditional logic
  • Calculated fields
  • Instructions and help text

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Creating a Questionnaire Template

1

Navigate to Templates

Go to Organization > Templates > Questionnaires.
2

Create New

Click “Create Questionnaire Template”.
3

Enter Details

Provide template name and description.
4

Open Editor

Access the questionnaire editor.
5

Build Structure

Add groups and items to define the form.
6

Save

Save the template.

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Questionnaire Editor

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Adding Groups

Groups organize related fields:
1

Add Group

Click “Add Group” in the editor.
2

Name Group

Provide a title (e.g., “Demographics”, “Vital Signs”).
3

Configure

Set group options (repeating, conditional).

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Adding Items

Items are individual fields within groups:
1

Add Item

Click “Add Item” within a group.
2

Select Type

Choose the item type (text, number, choice, etc.).
3

Configure

Set label, validation, and options.

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Item Types

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Text Fields

TypeDescription
StringSingle-line text
TextMulti-line text area
Configure:
  • Max length
  • Required/optional
  • Placeholder text

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Numeric Fields

TypeDescription
IntegerWhole numbers
DecimalNumbers with decimals
QuantityValue with unit
Configure:
  • Min/max values
  • Decimal places
  • Units

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Date/Time Fields

TypeDescription
DateCalendar date
DateTimeDate and time
TimeTime only
Configure:
  • Date format options
  • Year/month only option

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Choice Fields

TypeDescription
ChoiceSingle selection
Open ChoiceChoice with “other” option
BooleanYes/No
Configure:
  • Answer options
  • Display style (dropdown, radio)
  • Default value

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Special Fields

TypeDescription
AttachmentFile upload
DisplayRead-only instructions
CalculatedAuto-computed value

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Conditional Logic

Make items appear based on conditions:
1

Select Item

Choose the item to make conditional.
2

Add Condition

Click “Add Enable When” condition.
3

Configure Condition

Select source field, operator, and value.

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Condition Types

OperatorDescription
EqualsValue matches exactly
Not EqualsValue doesn’t match
ExistsField has any value
Greater ThanNumeric comparison
Less ThanNumeric comparison

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Calculated Fields

Create fields that compute values automatically:
1

Add Calculated Item

Add an item with calculated type.
2

Define Expression

Enter the FHIRPath calculation expression.
3

Test

Test the calculation with sample values.

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Example Calculations

CalculationExpression Example
Sum%context.item.where(...).answer.value.sum()
BMIweight / (height * height)
Scoreitem1 + item2 + item3

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Validation Rules

Add validation to ensure data quality:
RulePurpose
RequiredField must have value
Min/MaxNumeric range
Max LengthText length limit
PatternRegex matching

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Scoring

For assessment questionnaires:
  • Assign point values to answer options
  • Configure automatic score calculation
  • Display scores inline or at summary level

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Template Settings

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Metadata

SettingDescription
NameTemplate display name
DescriptionWhat the questionnaire captures
VersionVersion identifier
StatusDraft, active, or retired

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Visibility

SettingOptions
PublicVisible to all users
PrivateVisible to organization only

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Using in Studies

1

Import to Study

In study design, import the questionnaire template.
2

Customize if Needed

Modify for study-specific requirements.
3

Add to Pathway

Include in participant pathways.

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Best Practices

Group related fields together for easier data entry.
Use clear, unambiguous field labels.
Add validation to catch errors early.
Test templates with realistic data before use.

Questionnaires

How questionnaires work in data collection.

Governance

Template management and versioning.