Client ability to view questionnaires

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Mark Ruiz

• June 26, 2020 14:48

I have had clients express desire to view the questionnaires I have had them fill out on intake. In the client portal, they can view/print consent forms or other documents, but once they have completed a questionnaire it is no longer even viewable. Is it possible for clients to see these forms after they are submitted? 

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  Nicole “Nikki” Schwartz

  • July 21, 2020 22:40

  Maybe this is related to not giving out assessments for test integrity? That only individuals who are qualified to interpret the assessment should be allowed to access it.

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  Gillian

  • August 05, 2020 22:03

  Chiming in here - one way you can share questionnaire responses with clients is by opening them from the client's Overview page, then clicking Print on the questionnaire response. Print the response to PDF, upload it to the Uploaded Documents section of their chart, then click Share to share the response with the client. 

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  Brienne (Brie) Pierquet

  • October 03, 2021 17:12

  So I did what Gillian is recommending and when I tried it in my test client, it still couldn't be opened or downloaded. 

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