How to Configure Interview Questions

The Interview feature in the Relationships Management Module allows you to record Client or Caregiver assessment information.

Step-by-step guide

1. From the Main Module click on Setup in top right-hand corner, then click User Defined.
2. Next, click on All Options in the top left-hand corner, then click Interview Questions.
3. Now, go to the Topics tab and add the different topics you want for the assessment.
   1. Click Add and fill in all fields.Click Save when finished. Repeat if you have more than one topic.
   2. Type field you have three options, Client, Caregiver or Office Staff. This dictates where the questions will appear.
      
      
      
4. Next, go to the Questions tab and add the questions you want to appear on the assessment.
   1. Click Add and fill in all fields. Click Save when finished. Repeat for each question you want to add.
   2. Topic field is populated by the setup done in Step 3.
      

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