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The health questionnaire before a first consultation

The Health questionnaire fold on the patient record; the count beside the patient on the clinic list on Start; Settings, Patient messages, Health questionnaire.

Where the organisation has switched it on, a patient booked for a first consultation with one of the practitioners chosen under Settings is given a health questionnaire in their patient portal and emailed to say so, with the portal's address and how to sign in. A patient who has turned on notifications from the portal on their phone is also told there, and the notification opens the questionnaire. That email is their portal invitation if they had none. Clinics the organisation runs at another site count as its own. A first consultation is an appointment with that practitioner when the patient has no earlier one with them, leaving out any that were cancelled or not attended. If the appointment moves, the questionnaire follows it with its answers; if it is cancelled, the questionnaire is withdrawn unless it was already sent.

Until it is sent, the patient is reminded by email, and on their phone where notifications are on, on the reminder days before the appointment, and within the phone task's hours of it one task goes on the list of everybody chosen to phone; the first of them to complete it completes it for all. The patient answers one section per screen and can save and come back; once they submit, it is locked for them.

ONCE IT IS SUBMITTED, WHAT THE PATIENT SAID GOES INTO THEIR RECORD, against the consultation's appointment, marked Patient entered: each medicine they listed, each allergy, or that they take none or have none; their smoking; their height and weight; and each condition they ticked as past medical history. Medicines, smoking and height and weight show the words patient entered beside them in the record; allergies and past history carry them in the note. Something already in the record under the same words is not added twice, and a patient saying none is not added where the record already lists some. A correction made later in the questionnaire does not change what was added.

The Health questionnaire fold, on the patient record and as the first tile above the note on each of the patient's appointments, shows when it was completed, then the flags as a row of red cards, each saying what was answered, then every answer by section, with the flagged ones marked. Flags are for the surgeon to see before clinic; nothing holds the booking. Edit beside a section turns it into the same questions; Save keeps only what changed, and each corrected answer says who corrected it and when, and what the patient answered. On the clinic list on Start, each patient with a questionnaire shows its number of flags, No flags, or Not completed, and pressing it opens their record at the questionnaire.

Under Settings, Patient messages, Health questionnaire: Give it to first consultations switches it on, and nothing reaches a patient until Send to patients is also ticked. The card holds the practitioners, who is phoned, the reminder days, the phone task's hours, the hour reminders go from, the colour of the patient's screens where it should not be the portal's own, and the figures the flags use: the BMI flagged from, the weeks without nicotine, the units of alcohol a week, and the months for pregnancy, steady weight and breastfeeding. The questions themselves change with the figures, so a patient is asked about the same months the flag uses. Where patient onboarding collects the GP, the questionnaire does not ask for it again.