The Questionnaire contains a series of questions about the client.

 

 

To email the Questionnaire to the client shown in the Data Entry window select the Send Documents window, then Questionnaire.  The Send eMail window then appears.

 

To print the Questionnaire select Print & Preview menu, then Other Documents, then Questionnaire.  The Page Setup window then appears.  Click OK on the Page Setup window unless you want to change something.  This opens the Print Preview window.  Click the Print icon to print the Questionnaire.

 

The Questionnaire is an MS Word document.  If you or the client can't open MS Word documents, click here to download a  free program to access, edit, and create MS Word documents.

 

After the client returns the completed Questionnaire, proceed to the Data Entry window and select the clients record with either the Toolbar navigator, Search by Last Name drop down list, or Data Record Table.  If no record was been created for the client then create one by selecting New from the File menu or clicking the Add New icon on the Toolbar.

 

What the client puts on this Questionnaire is what you, the user, puts in the computer program on the Data Entry window.

 

After entering data for the client, be sure to save the record by selecting Save from the File menu or the Save icon on the Toolbar.

 

The results are available under the Preview & Print menu.  The results documents are the Summary, Analysis, and Supplement Guide.

The Supplement Guide is not to be shown to the client.

 

Now that you have looked at all the documents, click on the Next page > link in the Tutorial navigation bar on this page.