Template Designer: Question Type

The Template Designer feature offers a wide variety of question types, giving you the flexibility to tailor your CRM assessment templates to precisely match your documentation requirements. Explore these options to create templates that suit your needs.

Question Types

Radio Button Group: Allows you to select one option from a list of choices by selecting the button next to the desired option. It's commonly used when you need to choose a single response from a set of alternatives.
Rating Scale: Allows users to rate or evaluate something on a predefined scale, typically using a set of stars, numbers, or other symbols. It's commonly used to gather feedback or opinions by assigning a value to a specific item or topic.
Checkboxes: Allows you to select one or more options by clicking small square boxes. Each box represents a specific choice, and you can check (or uncheck) them individually. It's commonly used when you need to make multiple selections from a list of options.
Dropdown: A user-friendly input method that presents a list of options in a menu format. You can select a single choice from the list by clicking on it. This field is commonly used when you need to pick one option from a range of possibilities.
Multi-Select Dropdown: A user-friendly input method that presents a list of options in a menu format. You can select one or more choices by clicking on them, and it's commonly used when you need to make multiple selections from a list of possibilities.
Yes/No (Boolean): A simple and straightforward input option that allows you to indicate a binary choice by selecting either "Yes" or "No".
Image Picker: Allows you to select or upload images from a predefined list or from your device. It's commonly used to easily choose images for various purposes, such as profile pictures or content illustrations.
Ranking: Allows you to prioritize or rank items in a specified order. You can assign a numerical value or position to each item to indicate its importance or preference. This field is commonly used when you need to arrange or prioritize a list of items or options.
Single-Line Input: Allows you to input a single piece of information or answer within a designated space. It is commonly used for collecting concise and specific data, such as names, email addresses, or numerical values.
Long Text: A data entry feature that provides ample space for users to input, and expand upon, detailed information, explanations, or comments. It is often used when capturing or conveying lengthy text, descriptions, or narratives in a structured format.
Multiple Textboxes: A structured data entry component that allows users to input information across multiple text boxes, each designated for a specific type of data or detail. This field is commonly employed when capturing distinct pieces of information within a single category or topic.
Dynamic Panel: A versatile interface element that enables users to interact with different sections or panels of information within a single view. It allows for the presentation of content in a fluid and responsive manner, often utilized when there's a need to organize and display various sets of data or options in a user-friendly and organized fashion.
Single-Select Matrix: A structured input component that allows users to make a single choice from a set of options organized in rows and columns. It is commonly used when there's a need to gather specific data or preferences by presenting a grid-like format for selection, typically used for rating scales or evaluating multiple criteria.
Multi-Select Matrix: A structured input component that allows users to make multiple selections from a set of options organized in rows and columns. It is commonly used when there's a need to gather data or preferences across multiple criteria or items simultaneously in a structured grid-like format.
Dynamic Matrix: An interactive and adaptable data entry element that allows users to input and manipulate data within a grid-like format. It provides flexibility in terms of adding or removing rows and columns as needed, making it well-suited for situations where data collection may vary in complexity or depth.
Expression (read-only): A data presentation component that displays calculated or derived information without allowing user input. It is typically used to show results, computations, or data summaries in a read-only format, providing users with valuable insights or processed data without the ability to modify it.
Image: A designated area within a document or form where users can upload or display visual content, such as images or photographs. It is commonly utilized to include visual references, attachments, or illustrations within a document, enhancing its informational and visual appeal.
Signature: A specialized input area within a document or form where individuals can provide their handwritten or electronic signatures as a means of authentication, acknowledgment, or agreement. It is commonly employed to capture legally binding or consent-based signatures in digital or electronic documents.
Microphone: A designated input component in a digital application or form that enables users to record audio. It is commonly used to capture spoken information or verbal responses, facilitating the integration of audio data within digital processes or applications.
ICD Search: Allows users to search for, and select, a specific diagnostic code from the internationally recognized ICD coding system. It is commonly used by healthcare professionals for accurate and standardized coding of medical conditions, procedures, and diagnoses, ensuring proper documentation and billing in healthcare records.
Evaluation Start & End: A structured component within a system or document used to input and specify the beginning and conclusion dates or timeframes for an evaluation process or assessment. It is commonly employed in various contexts to define the period during which evaluations or assessments are conducted or measured accurately.
Billing Codes: A designated area in a healthcare or financial system where specific alphanumeric codes are entered to represent medical procedures, diagnoses, or services provided to patients.