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.
...
Note: Creating an Intake and Update Questionnaire follows almost identical procedures.
Instructions
Click Administration > Questionnaire Setup.
Click ‘Add’ > Intake Questionnaire.
Enter a name for the questionnaire in the ‘Subject’ field.
...
You have successfully completed setting up a New Intake Questionnaire.
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.
Related articles
Setting up a New Update Questionnaire
Training
...
Plan for Prevail 6-9 Upgrade
Video 40 45 - Creating Processes in the Process Builder
Training
...
Plan for Prevail 7-9 Upgrade
Video 27 - Download Prevail Updates (Control Panel)