Minimization
Collect only what you’ll act on. A question you find interesting but never consult is sensitive data stored with no purpose. The test is the same as writing rule 12: if the answer changes no decision, cut it.Consent and channel
The patient needs to know what is collected, what for, and for how long. LiveClin requires confirmation of the WhatsApp number before any send — treat that as part of consent, not as red tape.Weight and photos need extra care
For patients with a history or signs of a dysfunctional relationship with food and body, these questions can be a trigger.Professional scope
The questionnaire does not widen your scope. If an answer points outside your field — a symptom requiring medical investigation, significant psychological distress, or risk — a referral is the right course of action, not an adjustment to the plan.Not an urgent channel
An asynchronous questionnaire with a 48-hour deadline is not a channel for urgent situations and must not be presented as one. Make it explicit to the patient what the route is in those cases. This goes double for mental health: weekly questionnaires are not risk-screening instruments and must not be used to monitor self-harm risk. If your scope requires that, use validated instruments within an active-contact protocol, with an urgent channel defined and communicated to the patient.Next steps
Overview
Go back to the start of the series and review the checklist before you save.
Schedule sending
The usage agreement that tells the patient which channels and deadlines apply.