Encounter completion — questionnaires in the note

The forms the patient already filled in, beside the note

The note screen is three bands: the patient header strip across the top, a middle column, and the note editor on the right. That middle column used to hold two things — Chart Review and Encounter Completion. It now holds a third: Questionnaires, the answers this patient gave on the forms attached to this visit, question by question, without leaving the note.

1. It appears when the visit has completed answers. A questionnaire counts if it was completed — assigned to the encounter itself, or to the scheduled visit the encounter was booked from, which is how pre-visit forms sent by an assignment rule arrive. An assignment that was sent but never filled in does not count, and neither does a form the patient completed for some other visit.
2. It is the view the note opens on. With no choice of your own stored for that note tab, a visit carrying completed questionnaires opens on Questionnaires rather than Chart Review. The reasoning is that the answers the patient gave minutes ago are the thing you want in front of you when you start writing.
3. Read the header. A clipboard icon, the word Questionnaires, and a chip carrying the number of forms. On the right of the same row, Answered for this visit.
4. One card per questionnaire. Each card is the questionnaire’s name, a score chip, a line saying when and by whom it was completed, and every question with the answer exactly as it was entered. The next section reads one in detail.
5. The note does not move. The pane is built on the same frame as Chart Review — same header height, same scrolling body — so switching between the views never shifts or resizes the editor beside it. Long answer lists scroll inside the column.

Three ways to move between Chart Review, Questionnaires, and Completion

The three views share one column, so there is one cycle through them and three controls that walk it. All three do exactly the same thing; use whichever is nearest your hand.

1. Shift + Tab cycles them. The order is Chart Review → Questionnaires → Encounter Completion → back to Chart Review. Views that are not available for this visit or this reader are skipped, so with no questionnaires on the visit you get the classic two-way flip between Chart Review and Encounter Completion, exactly as before. It works with the cursor sitting in the note — the note screen catches the key first, so it switches the view instead of outdenting your paragraph.
2. The floating switcher sits at the top right. A small pill of three icon segments at the right end of the patient header strip — the spot where the Encounter signed pill appears on a signed visit. Left to right: Chart Review, Questionnaires, Encounter Completion. The current view is the filled one, and the Questionnaires segment carries the number of forms (anything above nine reads 9+), so a visit with answers waiting is visible at a glance without opening anything.
3. Hover a segment for its name and the key. The segment you are on says Chart Review (current); the others name themselves and the chord, as in Encounter Completion — Shift+Tab cycles views. If your practice or your account leaves only one view available, the switcher does not render at all.
4. The note tab has the same toggle. The active note tab in the workspace tab strip carries a small two-way arrow between the title and the close ×. Its tooltip names the view the click lands on and the key that does the same thing: Switch to Encounter Completion (Shift+Tab). It is only on the note tab you are actually in — inactive note tabs keep the room for their title, and a note with nothing to cycle to has no arrow.
5. Remap the key if Shift + Tab is not yours. Settings → Hotkeys opens Keyboard Shortcuts. Under the Note Writer heading — blurbed Active while a note is open for editing. — find the row Cycle the middle column: Chart Review → Questionnaires → Encounter Completion. The icon buttons on the row are Change, Turn off, and Reset to default; a shortcut you have turned off reads Off. Every tooltip above follows whatever you set, so the tab arrow starts naming your chord instead.

Score, timing, and every answer as the patient gave it

A card is four things stacked: the name, the score chip, one line of provenance, and the answers. Nothing on it is editable — this is a reading surface, and the questionnaire record itself stays in the chart.

1. The name is the questionnaire’s full title. Patient Health Questionnaire-9, not the abbreviation. A questionnaire with no full title falls back to its short name, and one with neither reads Questionnaire.
2. The chip carries the score and what it means. It reads short name, score, then the interpretation: PHQ-9 9 · Mild depression. A scored questionnaire without a short name reads Score 9 · Mild depression; one that produces an interpretation but no number shows the interpretation alone; one that scores nothing has no chip at all.
3. The line underneath says when, who, and how many. Aug 29, 2026, 11:46 PM · by patient · 9 answers. The timestamp is in your practice’s time zone, not the patient’s and not your laptop’s. Who completed it is one of by patient, by staff, or by proxy — worth a glance before you lean on a symptom score, since a form a staff member keyed in over the phone is a different piece of evidence from one the patient typed.
4. The answers are numbered, in the questionnaire’s own order. Question text on one line, the answer directly beneath it. A picked option shows the option’s wording (Several days), a multi-select shows the choices separated by commas, and free text is reproduced verbatim, as typed. A question the patient left blank is still listed and numbered, with Not answered in its place, so a skipped item never silently disappears. Per-question points are not shown; the arithmetic is in the chip.
5. Fold what you are not reading. Click anywhere on a card’s header to collapse or expand it; the chevron on the right follows. One or two forms on a visit both start open. From three upward — an intake packet, say — only the first opens, and the rest stay folded so the whole set is scannable in one screen.
6. Know the three failure messages. If the answers cannot be fetched at all, the pane shows Couldn’t load the questionnaire answers. with a Retry button next to it — the cards keep their names and scores meanwhile, because those arrive with the encounter. A single card whose answers did not come reads Answers are not available for this questionnaire. And a visit whose forms turn out to be empty reads No questionnaire answers are tied to this visit.

.questcurrent writes the visit’s questionnaires into the note

The pane is for reading. When the answers belong in the documentation, the last line of the pane tells you how to get them there: Type .questcurrent in the note to insert these answers. It is a dot phrase, so you type it in the editor rather than clicking anything in the pane.

1. Type .questcurrent where you want the block. It fires as soon as it is recognised — there is no list to pick from — and the dropdown shows Inserting this visit’s questionnaire answers… while it works.
2. What lands in the note. A heading, Visit questionnaires — 2026-08-29, then one block per questionnaire, oldest completion first: a bold line pairing the short name with the completion date (PHQ-9 — 2026-08-29), the full title beneath it when it differs, and a score line reading Score: 9/27 — Mild depression. The denominator only appears when the questionnaire defines a maximum, and an unscored form reads Score: N/A. Any flags the questionnaire raises follow as a short bulleted list under Flags.
3. The answers arrive as a details card. Under each score line sits a collapsible block headed PHQ-9 details with an answered counter on the right (9/9 answered) and the same numbered question-and-answer list you were just reading, unanswered items included. .questcurrent inserts it already expanded; the other questionnaire phrases insert theirs collapsed.
4. Nothing to insert says so. On a visit with no completed forms the phrase writes one line — No questionnaires completed for this visit. — rather than failing silently. In a quick note with no encounter behind it the heading and the empty line both say “today” instead of “this visit”.
5. Sensitive questionnaires insert the summary only. A questionnaire your practice has marked financially sensitive contributes its heading and score line, and its answers card is left out.

Four related phrases cover the rest of the questionnaire work, and all of them are available anywhere in the note editor, not only on a visit with a pane:

Visits with no forms, saved notes, and what each person sees

The pane is additive: it shows up when there is something to show and stays out of the way otherwise. Four situations account for nearly every “where did it go”.

1. No completed questionnaires — nothing changes at all. The middle column behaves exactly as it did before: Chart Review, Encounter Completion, and Shift + Tab flipping between the two. There is no Questionnaires segment on the switcher and no third stop in the cycle. A clinician whose visits never carry forms will not notice this feature exists.
2. You saved the note — the column moves to Encounter Completion. Saving hands the column to the completion checklist, exactly as it always has. The questionnaires have not gone anywhere: one Shift + Tab, or one click on the switcher, brings them back.
3. The visit already had completion work on it. A note you open that already carries a draft or an addendum with diagnoses, prescriptions, lab or imaging orders, charge capture, patient instructions, follow-up scheduling, or an encounter summary opens on Encounter Completion rather than the questionnaires — the work in progress wins. This is the usual reason a visit you have already touched today does not open where a colleague’s does.
4. Your own choice wins, and is remembered. The moment you pick a view yourself — by key, switcher, or tab arrow — that note tab stops switching itself and stays where you put it. Each open note tab remembers its own view, so moving between two patients’ notes does not disturb either, and a page refresh restores them. The memory is per browser tab and is cleared when you log out or close it. One exception: a remembered Questionnaires choice only holds while the visit still has completed questionnaires; otherwise the note falls back to Chart Review.
5. Staff see the pane too. A staff member without draft-editing rights has no Encounter Completion pane at all, and for them the cycle is the two-way Chart Review ↔ Questionnaires. Everyone who can open the note can read the answers on it.