Creating New Background Questions

Updated by Niki Budd

Creating New Background Questions - 2.0

Provider Admin Only Feature
Video Tutorial:

00:00: Hi this is Niki from Healthy Roster and this tutorial is going to walk you through creating background questions please keep in mind this is an admin only feature 00:10: To begin select the admin tab on your left navigation 00:15: Now select background questions 00:18: Now select questions 00:21: A list of all your background questions will now show to add a new select add 00:26: You will then be required to select what type of question you'd like to input a select text fractional number date or date and time question I'm going to select to add a select question 00:39: Now input your prompt or the title of your 00:43: Now type in your placeholder this is a description of the action you want completed 00:49: Now select the plus button to add your options for this select question you can add as many as you would like 00:56: Now input what you would like to show in your select dropdown the display text is your prompt and the only other required field is the recorded value this might match your display text but it might also be different if you're thinking of coding 01:14: You will see here my display text and recorded values match thus far 01:19: You will see here that I have other as a prompt because I've selected other here I want to also allow this individual to have freeform text I've checked that box and given them a prompt please specify I've also had my recorded value match my prompt 01:36: Click OK when you're ready to save your background question 01:40: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help@healthyroster.com

Step-by-step Tutorial:
  1. Log in to your Healthy Roster account and click on the Admin tab on your left navigation bar
  2. Click on the arrow next to Background Questions
  3. Click on Questions
  4. Click Add
  5. Select which type of question you'd like to create
  6. Fill out information needed
    1. Prompt: is where you will type out your question
    2. Placeholder: is a description of the action ex: “enter weight in lbs. here”
    3. If you've selected a "Select List" you will need to add options:
      1. Display text - prompt
      2. Allow for freeform - Letting the user type in more than what the recorded value is. Yes = yes and No = no. Or coding - Think of ICD10 codes or CPT codes - you might put the value as the description, but the recorded value will be the actual code. You will select the 'allow free form text' if you have another value listed such as 'other' or if you would like to user to have the option to comment on their answer
      3. Recorded value - what you'd like to generate on reporting
  7. Click on OK

Creating New Background Questions - Legacy

Provider Admin Only Feature
Step-by-step Tutorial:
  1. Log in to your Healthy Roster account and click on the Admin tab on your left navigation bar
  2. Click on the down arrow next to Background Questions
  3. Click on Questions
  4. Click Create New Question
  5. Fill out information needed (Prompt, Placeholder, Question Type)
    1. Prompt is where you will type out your question
    2. Placeholder - is a description of the action ex: “enter weight in lbs. here”
    3. Question Type - (Select Menu, Text, Whole Number, Decimal Number, Date, Date and Time)
      1. Select what type you would like the question to be displayed
      2. You can manipulate different options within the type you choose
  6. Click on Create Question

Allow free form text - letting the user type in more than what the recorded value is. Yes = yes and No = no. Or coding - Think of ICD10 codes or CPT codes - you might put the value as the description, but the recorded value will be the actual code. You will select the 'allow free form text' if you have another value listed such as 'other' or if you would like to user to have the option to comment on their answer

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