Our Questionnaire, ROS, Physical Exam, and Structured Assessment Commands are all built on our interview model. These can be created by admin teams and/or super users to support various use cases within charting workflows. These commands allow for the creation of custom templates, the capture of discrete data, and the extension of Canvas’s data model to meet the needs of different care models.

User Guides

Questionnaire Commands

Using the Structured Assessment Command

The Structured Assessment command allows users to create templated assessments linked to ICD-10 and CPT codes, simplifying diagnosis and updating patient records efficiently.

• Add the Structured Assessment command to an open note

• Select the appropriate Structured Assessment from the dropdown

• Complete the Structured Assessment form and click Record

• Verify any ICD-10 or CPT codes selected in the form, if applicable, drop to the billing footer

  A structured assessment can have a CPT code or an ICD-10 code behind each value, but they do not automatically link in the billing footer. The codes must manually be linked

Setup & Configuration

Building a Questionnaire

Questionnaires are created using a Google Sheet template that was shared during onboarding. Please reach out to the Canvas Onboarding Manager if assistance is needed locating the template

• The template allows configuration without needing code.

• Questionnaires (blue) consist of multiple Questions (red). Each question is paired with specific Question Responses (green), creating a structured data model for effective use.

Questionnaire Types

The use_case_in_charting field (cell C5) within the template determines which Command the template is associated with.

Codes

All questionnaires, questions, and question responses must be code backed. The following standard code systems are supported:

• CPT

• LOINC

• SNOMED

• ICD-10

Additionally, a custom code system may be used:

• INTERNAL: The code system does not fall under any of the categories above

• CANVAS: Intended for specific Canvas-related concepts.

Question + Response Code Criteria

When loading a questionnaire, the following criteria must be met:

• All questions and responses in a questionnaire must have a unique system and code

  • If two question responses have a matching code_system = LOINC and code = 87245 in the same questionnaire, an error will occur while attempting to upload the questionnaire.

  • If two different questionnaires share the same code_system and response code values (e.g., code_system = INTERNAL and code = ABC123) and are part of the same chart, enabling carry forward functionality may lead to retrieving an incorrect response.

    • Questionnaire A recorded with the following entries:

      • Q: What is your favorite color?

      • A: Blue

    • Questionnaire B with carry forward enabled:

      • Q: What is your favorite fruit?

      • A: Blue

• Using identical coding for responses to different questions within the same questionnaire is acceptable. This approach is recommended only when the responses convey the same conceptual information.

Questionnaire Field Descriptions

These settings are adjusted by modifying the corresponding cells within the relevant row for each Questionnaire, Question and Response.

Questionnaire Settings 🔵

Question Settings 🔴

Response Settings 🟢

Questionnaire Scoring

Scoring assigns numerical values to responses, enabling automated calculations and standardized assessments. It helps evaluate patient conditions, measure risk factors, and ensure consistency in data interpretation.

• Default Scoring: Add default_score to cell 5F to sum the numerical values assigned to responses. Each response must have a numerical value, including decimals if necessary.

• Custom Scoring: Allows for specialized scoring models requiring engineering support. A request must be submitted, specifying the scoring scale and methodology.

  • Example: The score of X means the patient is at high risk for dementia

Supported Custom Scoring

Below is a list of existing custom scoring functions available. Some new scores may not have been added yet. Contact Canvas Support to inquire about custom scoring if the necessary score is not listed.

Uploading Questionnaires

Once the questionnaire has been completed in the Google Sheet, it must be uploaded into Canvas.

• Navigate to the Practice: Questionnaire Loader settings.

• Copy the complete URL of the specific questionnaire from the Google Sheet.

• Paste the URL into the Google Sheet ID or URL field within Canvas' questionnaire loader.

• Input the exact name of the questionnaire tab from the Google Sheet into the Google Sheet tab name field.

• Click Load.

• A preview of the questionnaire will display in Canvas:

  • Click Load if the preview looks accurate.

  • Click Cancel to make changes if needed.

• If Canvas detects any errors within the questionnaire, an error message will display. The questionnaire will not load until all issues are resolved.

Inactivating a Questionnaire

To inactivate a questionnaire that is no longer valid for the practice, follow the steps below:

• Navigate to Settings > Practice: Questionnaires

• Click the questionnaire that needs to be inactivated to open its page

• At the top of the page, click the Status dropdown and select Inactive

• Uncheck Can originate in charting and save

  If Can originate is charting is left checked, the inactive questionnaire will continue to show as an option in Questionnaire command dropdown

  

Resources