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INSZoom - Add Questionnaire(s) to a Case

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This article will guide you on how to add questionnaire(s) to a case

Add Questionnaire(s) to a Case

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  1. In the Case Info page, under 'Document Assembly', select 'Questionnaires'.
  2. Click Add/Remove.

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  1. A pop-up box will appear. Enter a questionnaire name or number to bring up a list of linked questionnaires from which to choose. 
  2. Click the + icon to the right of the questionnaire name.

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  1. The questionnaire will be added to the case profile.

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  1. Repeat as needed.