How can Clinicians/Researchers complete questionnaires on behalf of Records?

Modified on Fri, 30 Dec 2022 at 09:32 PM

As a clinician/researcher, you may need to complete the questionnaire on behalf of your Records/ Patients. Here, we will show you the step-by-step guide on how to do so:


Instructions to complete a questionnaire for your Participant/Patient


Create a step-by-step guide


Step 1: Find your Participant

  • Firstly, navigate to the Home Page and click on Participant dashboard.
  • This will redirect you to the Program dashboard with a list of participants enrolled.


Step 2: Click on your Participant's name

  • You can then click on the respective Participant's name, which is hyperlinked to Participant's details page, as seen in the below image.
  • For instance, if you want to complete questionnaires for your patients, you would then click on their name.





Step 3: Select the Record ID then View Schedule

  • On the Participant's details page, select RecordID from the drop-down menu.
  • Then click on the View Schedule button on top of the page.



Step 4: Start the questionnaire

  • A sidebar with all the Engagement details will pop up on the right.
  • You can now click on the Fill in button to start the questionnaire.



Step 5: Complete the questionnaire

  • You will be further redirected to the WeGuide Portal, with a list of all the tasks assigned.
  • You can now click on Start to begin the survey and eventually complete it.
  • The name of the Survey/Engagement is in bold, as seen in the figure below.
  • You can see the name of the Participant that it relates to. 


As Clinicians often have multiple Patients, make sure you pay attention to the name of the Participant/Patient, to ensure that you are completing the correct questionnaire for the correct . 



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