Go to the client's page 🧑 of the Case Management System and click on the client's name who you would like to send the questionnaire
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Navigate to the ‘Wellbeing’ tab ❤️ of the client page
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To the right of the page, you will see the ‘Create’ button
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Click on the ‘Create’ button 👇 and select the appropriate Wellbeing Tracker 👇
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Click on one of the options to send the Tracker to the client (Email 📧/Text 📲) that will send it to them to complete later or select 'Complete now' ✍️, which you will then have to fill out yourself on behalf of the client if you do this skip to step 7
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The client will receive the Wellbeing tracker either by email or text and will be able to complete it in their own time (unless you selected 'Complete now')
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Once they answer the questions and click 'Send', their replies will land into their 'Client Record' under 'Past Events', you can also view their responses and send follow-ups on the 'Wellbeing' tab
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This is how you send and use Wellbeing trackers! 🎉

Go to the 'Client Record' and look at the section under 'Past Events'
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Select the note 📝 with the completed questionnaire in the 'Client Record', this should show their responses
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Click on the 'Send to clinical record' 👇 button and choose the relevant surgery
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Finally, select SNOMED codes if applicable
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Click 'Send' 👇
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You have now sent a wellbeing framework to a client, then filed it back to the medical record! 🎉