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Created 25/3/20, latest update 11/5/20 to add link to Microsoft Forms option.


Some practitioners who had been using CORE forms on paper contacted CORE Information Management Systems (CIMS), and more recently, CST to ask if there were options for them to continue using CORE measures with clients despite moving from face to face working to online working in the current pandemic.

Various computer systems, including CIMS’s ones, offer the opportunity for practitioners to send Emails inviting online completion of measures and that’s completely free to any vendor to provide for CORE instruments in line with our Creative Commons licensing. However, those are sophisticated systems that cost time and money to create and maintain. As we provide the instrument without charge, we have never attempted to provide that

However, the coronavirus catastrophe has created a huge need. With support I have explored free options and provide them here. We believe these to offer a range of appropriate solutions for these times. Please read and digest the issues below before jumping to any one option.

Confidentiality and options

The confidentiality issue turns on informed consent: using Email to contact clients carries a theoretical, but small, risk that the Email could be intercepted and reveal that the client is in therapy. However, if the Email reveals nothing more, many clients are totally happy to consent to this. Returning completed measucontact formres by Email carries the same small, but not zero risk of interception and clearly could reveal much more than just that the client is in therapy. We believe that using Google forms to present the CORE measure(s) you have been using to your clients overcomes this as they complete the forms on an encrypted web interface.

Option 1: Google forms

Sadly it proved impossible to ensure data security, given way Google handles data protection when sharing forms (a terrible design) and also down, frankly, to the misbehaviour of some who took up this option so eventually I removed it (22/4/20).

Option 2: fillable PDF forms returned by Email

However, if you are sure you can’t do the steps to do that, you may want to use fillable PDF forms. You can send these by Email and the client fills them in and sends them back to you. Make sure they understand that there is a tiny, but not zero, risk of interception: that is your responsibility ethically and legally. You would be wise to make a note in the client record that the client was informed of the risk and agreed. If you want to use that route the information is here.

Option 3: Microsoft forms (replacing Google forms option but…)

The “but…” is that you have to have the right licence for Microsoft office to be able to use these but read on here.

Wildcard options: LimeSurvey and Qualtrics

In the unlikely event that you have access, perhaps through collaboration with clinical or counselling psychology trainings at your local university, or a university therapy or counselling training you may know, you might be able to use LimeSurvey or Qualtrics online survey systems. Sadly of course, even if you do have links with a university that uses one of those systems, it is horribly likely that their IT support staff will be completely overloaded at this time. Just a wildcard option. Details of the forms at

Support for these options

We have had little time to alpha test these options. I have used LimeSurvey for research for some years and trust that, I have also used Qualtrics, a commercial equivalent of LimeSurvey which can also be trusted. I welcome feedback if you use these but can’t offer to support you with them, particularly with Qualtrics as I have very little experience with it.

All these forms are provided with no warranties at all. In legal terms you are the data controller with sensitive personal data using them. However, don’t be scared by that, you already were in that position if you used paper forms. Do tell me of problems with any of them (and good experiences too please!) If you can write or video better guidance on using than I have, send me it or point me to it. I’ll happily link to it as I know I’m not good and howtos, help documents and the video instructions were a completely new experience for me. Use the contact form to contact me and please realise that I may take a week to get back to you, particularly if there are many responses.

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