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Personal Health Status & Wellbeing Evaluation

A whole-person health check-in covering self-rated health, energy, sleep, stress, symptom severity, and existing conditions — for clinics, employers, or wellness programs tracking how people are really doing. An AI follow-up interview digs into whatever symptom or condition the respondent flagged as most severe, uncovering impact and what they've already tried before their next visit.

Sample questions

A preview of what’s in the template. Every question is editable before you launch.

13 questions · ~7 min
Q01
Message

Thanks for taking a few minutes for this health check-in. There are no wrong answers — the goal is an honest snapshot of how you're doing so your care team can support you better. About 5-6 minutes.

Q02
Multiple ChoiceRequired

Overall, how would you rate your health right now?

  • Excellent
  • Very good
  • Good
  • Fair
  • Poor
Q03
Opinion ScaleRequired

In the last 30 days, how would you rate your typical energy level?

Scale: 17
Min:Constantly exhaustedMax:Full of energy
Q04
MatrixRequired

In the last 30 days, how often has each of the following been true for you?

4 rows × 5 columns
  • I got 7+ hours of restful sleep
  • I was physically active for at least 20 minutes
  • I ate balanced meals with vegetables or fruit
  • I felt able to manage day-to-day stress
Columns: Never · Rarely · Sometimes · Often · Always
Q05
Slider MatrixRequired

Right now, how severe is each of the following for you?

4 rows, one slider each
  • Physical pain or discomfort
  • Anxiety or worry
  • Low mood or sadness
  • Sleep difficulties
Slider 010Min:None at allMax:Severe
Q06
Multiple Choice

Do you currently have any of the following diagnosed health conditions?

  • High blood pressure
  • Diabetes
  • Heart disease
  • Asthma or a lung condition
  • Anxiety or depression
  • Arthritis or a joint condition
Q07
Rating ScaleRequired

How satisfied are you with your current overall health?

Range: 15
Min:Not at all satisfiedMax:Extremely satisfied
Q08
AI Interview

Identify whichever symptom or condition the respondent rated as most severe or flagged in their health history, and probe it in depth: how long it's been going on, how it affects daily life or work, what (if anything) they've already tried, and whether it's getting better, worse, or staying the same. If nothing stood out as severe, ask what one change would most improve their day-to-day health and why they haven't made it yet.

Q09
Multiple Choice

Which of these make it hardest for you to maintain healthy habits?

  • Lack of time
  • Cost
  • Lack of motivation
  • Pain or physical limitation
  • Lack of support from others
  • Stress or mental health
  • Limited access to healthy food or exercise options
Q10
Long Text

Is there anything else about your health you'd like your care team to know before your next visit?

Q11
Dropdown

What is your age range? (Optional)

  • Under 18
  • 18-24
  • 25-34
  • 35-44
  • 45-54
  • 55-64
  • 65-74
  • 75+
  • Prefer not to say
Q12
Multiple Choice

What is your gender? (Optional)

  • Woman
  • Man
  • Non-binary
  • Prefer not to say
Q13
Message

Thank you for sharing this with us. Your responses will be reviewed alongside your health record to help personalize your care and flag anything that needs follow-up.

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • Includes a full whole-person snapshot in one flow — self-rated health, energy, sleep/stress frequency (matrix), and a slider matrix for symptom severity — not just a single satisfaction score.
  • The AI follow-up interview automatically identifies whichever symptom or condition the respondent flagged as most severe and probes for impact and what they've already tried, something a static form template can't do.
  • Captures practical context (barriers to healthy habits, open-ended notes for the care team, optional age/gender) so clinics or wellness programs get both structured data and narrative detail before a visit.
  • Every response can be reviewed alongside auto-generated reports, with transparent prompts showing exactly how the AI follow-up was framed — no black-box scoring.

Jotform

Health Evaluation Form Template

A ready-to-use, fielding-ready form template for general health evaluations, built on Jotform's drag-and-drop form builder. It's a solid starting point for collecting standard health intake fields but is a static questionnaire rather than an interactive interview. Customization is easy, but any follow-up on flagged symptoms would need to be manually scripted with conditional logic.

What it does well

  • Familiar, easy-to-customize drag-and-drop form builder
  • Fielding-ready template that can be deployed quickly
  • Part of a broader ecosystem (integrations, e-signatures, file uploads) useful for clinical intake

Where it falls short

  • No adaptive AI follow-up — any deeper probing requires manually built conditional logic, not a real interview
  • No automated per-response quality scoring or auto-generated respondent reports
  • No transparent prompt methodology since there's no AI interviewing layer at all

Typeform

Health Evaluation Form Template

A conversational, one-question-at-a-time health evaluation template designed for a pleasant respondent experience. It's fielding-ready and benefits from Typeform's polished UI and branching logic, but it remains a fixed question set rather than a true adaptive interview. There's no mechanism to dynamically dig into whichever symptom a respondent rates as most severe.

What it does well

  • Clean, conversational UI that tends to improve completion rates
  • Built-in logic jumps for basic personalization between questions
  • Fielding-ready template usable out of the box

Where it falls short

  • No AI-driven follow-up interview — logic jumps are pre-set branches, not adaptive probing based on response content
  • No automated quality scoring of individual responses
  • No voice AI interview option or auto-generated clinical-style reports

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.