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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

Configure:
  • Max length
  • Required/optional
  • Placeholder text

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Numeric Fields

Configure:
  • Min/max values
  • Decimal places
  • Units

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Date/Time Fields

Configure:
  • Date format options
  • Year/month only option

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Choice Fields

Configure:
  • Answer options
  • Display style (list or dropdown, available for both single-choice and multiple-choice questions)
  • Default value

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Special Fields

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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

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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

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Validation Rules

Add validation to ensure data quality:

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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

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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.