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Shape intake questionnaires around your programs with more customization options

Also listed as: Advanced questionnaire customization

What is it?

Xelence will give teams more control over questionnaires, the reusable question sets used for intake. Work in this area includes sub-groups of questions, showing groups as tabs, versions of a question set with effective dates, and carrying answers forward from a previous version.

Why does it matter?

Intake questions change as programs and rules change. Simple question sets can force workarounds or rebuilds when a program needs a more detailed structure.

Faster updates to intake questions, better-organized forms for applicants, and less re-entry when a questionnaire changes.

Getting it into your solution

  • Needs an upgrade to the Xelence release
  • Needs configuration

What this means for your upgrade

Start thinking about

  • Which intake questionnaires change most often in your programs?
  • When a questionnaire changes, should earlier answers carry forward to the new version?
  • Who approves changes to intake questions today?
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