Consultation

Finding the Consultations page

How do I create consultations?

Create a spreadsheet (CSV) and enter the questions and answer options. Each row in the spreadsheet is one question in the consultation.

The first column is the text to be displayed (for example, What is your name? or How do you feel?)

The second column determines the type of question:

  • Use Title to simply display the text e.g. for instructions, or to separate out the questions with headings
  • Use Text to accept free text input, e.g. for the question "What is your name"
  • Use Radio to display a set of radio buttons (meaning patients can only select one option)- the following columns should then contain the options you wish to be available (one option per cell)
  • Use Checkbox to display a set of checkboxes (meaning patients can select multiple options) - the following columns should then contain the options you wish to be available (one option per cell)

Save the spreadsheet as a CSV file and import it.

At the moment, the import must be done by a member of the PKB team. Please send your CSV file to your PKB project manager who will arrange the import for you.

Please note if you are going to include commas in any spreadsheet cell, you must surround all the text in the cell by quotes. So for example, if you wanted instead of entering Hello, do you like my tutorial? you should instead enter 'Hello, do you like my tutorial?'

Can I export consultation data?

Professionals and coordinators are able to extract data from consultations into a CSV file. Each report contains every instance of a completed questionnaire, with a row for each set of responses and columns for every question.

On the 'Consultations' tab, select (in the Download column) which identifiers you wish to include with the data (e.g NHS / Team ID) for the consultation you wish to export. The file will automatically download to your device.