How to send out a Patient Questionnaire?

To send out a Patient Questionnaire please do the following steps:

• Log in to your myGP Connect system
• Click on Campaigns found on the left-hand side menu
• Click on New Message
• You will be directed to the Select Recipients page

On this page you can select the recipients for your questionnaire. There are two methods to action this.

To find patients on a name-by-name basis, please do the following steps:

• Click on the Search field
• Type in the patient’s NHS number, first name, or surname, in this field
• Your patient’s name will automatically appear in the People box below
• Select the patient’s entry from this box and click the Move Selected arrow to the right
• This will move you patients entry and details to the Recipients box to the right
• Now click Next at the lower right of the page

Alternatively, you can select a pre-created Group in the lower left box instead. To action this, please do the following:

• Refer to the Select Recipient Group(s) box on the bottom left
• Any Group you have created will appear here
• Select your group name and then click the Move Selected arrow to the right
• This will move your group’s names and details to the Recipients box to the right
• Now click Next at the lower right of the page

This will direct you to the Create Message page:

• From the sub-tabs on the left select Patient Questionnaire
• Available questionnaires will appear in box
• Select your questionnaire name and click on Arrow icon to the right
• The default questionnaire text will appear in box to right
• Click Next

TOP TIP: The default text has been designed to be under 160 characters and only cost 1 SMS credit to send. However, you can amend the default text, for example you can add in your practice name. Please be aware that if you go over 160 characters the message will be sent as more than one part and cost more than 1 SMS credit to send.

Please Note: You must not change the <PatientQuestionnaireLink> mail merge.

This will bring you to the Sending Options page:

Please do the following:

• Choose your Sending Options
• Assign an addtional clinical code with Saving invitation to patient record if necessary
• Choose your preference from Saving responses to patient record
• Click Confirm to Send
• You will receive a Message Confirmation Summary

This pop-up will summarise all necessary information concerning the message you wish to send, allowing you to double check it is correct before sending. Now do the final step:

• Click Send
• You will receive a confirmation pop-up message

• Click Great!

Your message has now been sent.