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This How-to will cover creating a new questionnaire template.

To view these steps through an instructional video, click the link below.

Video Link: Questionnaire Setup

Prevail has two different types of Questionnaires.

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Note: Creating an Intake and Update Questionnaire follows almost identical procedures.

Instructions

  1. Click Administration > Questionnaire Setup.

  2. Click ‘Add’ > Intake Questionnaire.

  3. Enter a name for the questionnaire in the ‘Subject’ field.

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  1. You have successfully completed setting up a New Intake Questionnaire.

  2. For a detailed sample Social Security intake questionnaire, with details of the types of prompts used, please refer to page 62 and 64 of the Prevail Version 9 Manual.

Setting up a New Update Questionnaire

Training Track for Prevail 6-9 Upgrade

Video 40 - Creating Processes in the Process Builder

Training Track for Prevail 7-9 Upgrade

Video 28 - Download Prevail Updates