This article will take you through the process of creating and editing question blocks to customize your Registration, Interview Visit, and Demographic intake forms.
Definition
Customer Intake Forms can be adjusted and customized through the creation of Custom Questions and placing them in a customer intake form (Registration, Demographic, or Interview) organized around Question Blocks. Each customer intake form has up to three blocks or columns that can be used to organize questions. First, before a form can be populated with questions, the questions must be created. The article on Custom Question Creation covers this topic in detail.
Creating Question Blocks
Follow these steps to create question blocks to organize your intake form.
- Verify Admin Status
Make sure you are logged in as a Report Setup Admin. - Navigate to the Target Form to Edit
There are three forms that can be edited. The path to each is listed below:- Demographic. Navigate to Setup->Demographic Questions to access this table of questions.
These questions appear on the Household Member form and refer to individual household members, as opposed to the entire household.
For example: race, ethnicity, etc. - Interview. Navigate to Setup->Interview Questions to access this table of questions.
These questions appear on the Visit screen and refer to the entire household per visit.
For example: secondary assistance given, dietary restrictions, etc. - Registration. Navigate to Setup->Registration Questions to access this table of questions.
These questions appear on the Client Registration form and refer to the entire household.
For example: income brackets, emergency housing needs, etc.
- Demographic. Navigate to Setup->Demographic Questions to access this table of questions.
- Create a New Question Block
Click New Block to create a new question block. Enter a Title for your new block. This should be a general description of the type of questions included in this question block. Click the drop-down Layout Column menu to select which column of the form your question block will populate. Click Save and Exit to save your new block and navigate to the Edit Question Block screen.
Note: There are three columns (named for their location on the form) to select for your questions blocks: "Left", "Middle", and "Right". You can place multiple question blocks in each column; the newest block by default appears below any previously created block.
- Verify and Edit Question Block Placement
On the Edit Question Block screen verify your new question block appears in the correct column. Click the handlebars icon next to any question block to rearrange its order in that column. If you need to change the column in which it appears, click Edit next to the target question block. Click Delete to completely remove a question block from your records.
Deleting a Question Block: If a question block has been used to record answers in existing records, the delete button will be grayed out; also, if you hover your mouse over it, it will display a message explaining why the block cannot be deleted. Instead, you must inactivate the question block by clicking Edit, then de-selecting "Active". This will prevent that question block from appearing on intake screens while maintaining past record-keeping.
- Assign a Question to the Question Block
Now that you have created a container block to hold your questions, you can assign questions to them. The article on Custom Question Creation covers this topic in detail.