Where Questionnaire Answers Live
Every answer to every question gets saved against the individual — never against the questionnaire template itself. This means you can edit, delete, or replace a questionnaire later without losing any historical answers.
Viewing Answers
Open the client's profile and scroll to the Questionnaire Answers card.
You'll see answers grouped by questionnaire name, listed as a simple table:
Question | Answer |
|---|---|
What do you want to talk about? | Medicare |
Are you currently on Medicare? | No |
When do you expect to be on Medicare? | 01/01/2027 |
Empty answers display as —.
If the profile has no answers yet, the card shows No Questionnaire Answers with a prompt to start one.
How They're Stored
Answers are stored as one record per question, per individual — not as a single submission blob. This has a few practical effects:
Re-running a questionnaire updates existing answers for the same individual instead of creating a duplicate set.
Editing the question text in the builder doesn't break old answers — they're linked by question ID.
Deleting a question from the questionnaire removes future answers but historical answers can still be queried by question ID.
Same Place, Both Sources
Whether the client filled out the answers in a client portal or you ran the questionnaire from the profile yourself (see Running a Questionnaire from a Profile), the answers land in the same panel. There's no separate "portal answers" view — it's all one history.