How to Use Provider Questionnaires (Internal-Only Charting Forms)
What Are Provider Questionnaires?
Provider Questionnaires are internal charting templates that force navigate the provider through a series of questions so they can provide complete documentation of the procedure.
Do not send to the Patient Portal
Can be attached to services
Appear as required documentation during the procedure
Are stored in the patient’s chart & document repository
Can be completed on Web and iOS
This gives providers the flexibility to complete questionnaires without exposing internal forms to patients.
1. Creating Provider Questionnaires
Where to find them
Go to:
Settings → Clinical Documentation → Client Paperwork → Provider Questionnaires
Here you can:
Create new Provider Questionnaires
Edit existing ones
Reorganize or delete forms
Copy existing questionnaires over into a Provider Questionnaire
These behave exactly like multiscale questionnaires but are internal only.
2. Moving Existing Multiscale Questionnaires Between Buckets
We have provided an easy button to facilitate moving your questionnaires if you already have a similar version created for patients or vice versa.
Move options available:
Move to Provider Multiscale Questionnaires
Move to Patient Questionnaires
This prevents users from needing to recreate forms from scratch.
3. Assign Provider Questionnaires to Services
Provider forms can be automatically required in procedures.
To assign:
Go to Settings → Smart Configuration → Services → Edit Service
You’ll now see a Provider Questionnaires dropdown.
Select one or more templates.
These forms will automatically appear when performing:
Cosmetic Procedures
Health Procedures
(On Web & iOS)
4. Identifying Provider Questionnaires in Procedures
Provider forms appear with a red eye icon to indicate they do not go to the patient.
5. Completing Provider Questionnaires During a Procedure
When a provider begins a procedure:
Any assigned PQs are shown as required
Providers complete them directly within the chart
You can mark them to "Finish Later" if you have a procedure that needs multiple charting time points (i.e. an IV where you need to take vitals at various points in the procedure)
They are stored in the patient’s Document Repository
They are never sent to the Patient Portal
You can also manually add additional PQs while charting.
6. Viewing Completed Provider Questionnaires
Provider Questionnaires can be viewed in:
The patient’s Document Repository
The completed Procedure details screen
The Provider/MD Room
Why It Matters
Keep internal charting private Providers can complete questionnaires freely without sending internal forms to the Patient Portal.
Eliminate workarounds No more using patient questionnaires as templates or worrying about unintended patient visibility.
Faster, cleaner documentation Complete provider-only forms directly in the room or during virtual visits—on Web or iOS.
Better clinical workflows Assign required provider documentation to services so nothing gets missed during procedures.
Clear visual indicators Instantly recognize provider-only forms with dedicated icons and sections.
More control, less confusion Clinics decide exactly what documentation stays internal vs. patient-facing.