How to add Custom Questionnaires to a Client

1. Locate the client in question, and select the “Edit” for the appropriate client.

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2. Locate the module selection tool on the right hand side of the screen, and score down to the “Questionnaire & Audit” category, to locate the “Custom Questionnaire” or “MAUS Questionnaire” section, from here you can tick on the relevant questionnaires.

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  • Note, if you have not already, you will also need to tick on “Questionnaires” under the “Assessment and Analysis” heading.

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3. Once you have selected the relevant questionnaires, you can select save to save these changes.

In order to review the questionnaires you have added to account, you can navigate back to the client list, and access their account by clicking on their name in the client list. Once in the client's account, you can locate the custom questionnaire within the “Questionnaires” section of the left hand menu.

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