Questionnaires
Finding the questionnaires page
For an overview of our advanced questionnaires feature, see our page: ‘What are advanced questionnaires?’
Understanding the questionnaires page
The questionnaires page is designed to allow you to send questionnaires to all patients at once (rather than having to do this in each individual record), as well as being able to download the data from completed questionnaires.
If your team has advanced questionnaires enabled in the UI, you will see advanced questionnaires on this page. At the moment, the mass questionnaire feature is not supported for advanced questionnaires.
How do I send a questionnaire to every patient in my team?
To send a questionnaire to every patient in a team, click ‘Send questionnaire’ on the questionnaire page, select the correct questionnaire and click ‘Start’ to send this to all patients.
The questionnaire will be sent to all patients in the team. Patients that have registered and unregistered patients with an email address in their record will receive an email notification.
If your team has advanced questionnaires enabled in the UI, you cannot send a questionnaire to all patients in your team. This functionality will be released in 2026.
How do I send a questionnaire to one patient?
Professionals can send questionnaires to patients by clicking ‘Send questionnaire’ from the patient search screen, or from a patient’s Events & messages page.
Advanced questionnaires - How do I allow patients to edit their answers after submission?
If you have advanced questionnaires enabled in the UI, you will see the ‘Allow patient to edit answers after submission’ box when choosing a questionnaire to send. When this box is checked, the patient will be able to amend their answers after submission. If the box is not checked, the patient will not be able to amend the answers after submission.
Advanced questionnaires - How do I edit a patient’s answers after they’ve submitted a questionnaire?
If you have advanced questionnaires enabled in the UI, you will see the ‘Allow professionals to edit patient’s answers after submission’ box when choosing a questionnaire to send. When this box is checked, professionals will be able to amend the patient’s answers after submission. If the box is not checked, the professional will not be able to amend the patient’s answers.
How do I download questionnaire responses?
Go to the Questionnaires page. This will list all questionnaires that have been sent out to patients from your team. To download the responses, select which identifier you want to use to anonymise the data, and the file will download to your device.
Which identifiers can I select?
When you download the questionnaire export you can decide which identifier you want to include. The options are:
With NHS numbers - this will include the patients NHS number next to their responses
With organisation level IDs - this will include the patients local ID assigned by the organisation
With both - this will include the patients NHS number and their organisation level ID next to their responses
With none - this will download the questionnaire responses with no patient identifiers
What is included in the questionnaire exports?
The export downloads as a CSV file which contains every instance of the specific questionnaire (that has been completed), with a row for each set of responses and columns for every question.
The first few columns are always included in the download. These are:
Age -patient's age
Gender - patient's gender
Date completed - the date the patient submitted their questionnaire response
Date requested - the date the patient was sent the questionnaire (or started the questionnaire themselves)
Initiated by by - this is who sent out the questionnaire. If the patient's name displays here it means they started the questionnaire themselves, without it being sent to them.
If you have selected to download the questionnaire with patient identifiers, these will also be included in the first columns of the CSV file.
The remaining columns are the questions in the questionnaire, so you can easily see each patient's response.
Why do I have blank rows in my questionnaire response exports?
If a patient has not submitted the questionnaire, we still include them in the export. They will have no data in the 'Date completed' column, or the question columns. This will allow you to easily see which patients you do not have responses from.
Why is a patient included multiple times in the export?
We include each instance of a completed questionnaire. If a patient has completed the questionnaire multiple times, they will be included multiple times in the export.
Why is my questionnaire no longer available?
Questionnaires that are no longer needed can be hidden by PKB should it be requested. This may mean that a questionnaire you have previously sent to a patient is no longer available to be sent out and will not appear in the questionnaire drop down box. PKB can however, make the questionnaire visible again, should you require it.
Advanced questionnaires
If your team has advanced questionnaires enabled in the UI, you will be able to export the responses to advanced questionnaires. The CSV file has the same structure as the simple questionnaire CSV export, with the following columns:
National ID
National ID type
Organisation ID
Patient
Age
Gender
Date requested
Date completed
Initiated by
Completed by
Question text (one column per question)
Question score (one column per question, where the question has a score associated with it)
Question help (one column per question, where the question is a calculated field and has a formula associated with it)
Where a patient has not submitted a questionnaire, they will still appear on the export with ‘No response’ in the answer columns and no date in the ‘Date completed’ column.
Can patients start questionnaires via the user interface?
Patients can initiate advanced questionnaires from the UI by clicking ‘Start consultation’. When a patient clicks ‘Start consultation’, they will see questionnaires linked to their teams, as long as the team has auto-CC enabled. When a patient submits a questionnaire that they initiated, all professionals in the team who are ‘contactable by consultations’ will get an email notification and inbox message.
Patients cannot initiate simple questionnaires via the user interface.
Can I control which questionnaires patients can start via the user interface?
Teams will soon be able to configure which questionnaires their patients should be able to initiate and which should only be available for the team (either via Professionals or via the API) to initiate.
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