Set a default questionnaire as the first questionnaire that automatically opens on every new intake you create. Use default questionnaires to begin qualifying cases, then navigate to more detailed questionnaires. Before setting a default questionnaire, plan a default questionnaire and create a questionnaire. Set the default questionnaire in Litify Setup so you can streamline your case-qualification process and ensure users gather important information consistently.


1. Click the User-added image button in the upper-left to open the App Launcher. Click Litify Setup.


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2. In Litify Settings, locate Litify Intakes Settings. Click Questionnaires


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3. In the Default Questionnaire dropdown list, select the questionnaire you want to set as the default. Click Save.


• To set a default questionnaire, it must be Active in Questionnaire Builder. Find more information here.


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4. Create a new intake and check the Questionnaire component for your default questionnaire.



Additional articles:
Plan a Questionnaire
Create a Questionnaire
Add a Questionnaire to an Intake
Complete and Navigate a Questionnaire





 

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