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

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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 Plan for Prevail 6-9 Upgrade

Video 44 45 - Creating Processes in the Process Builder

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