For healthcare organizations evaluating their patient portal's digital experience. Measures navigation ease, records access, secure messaging satisfaction, and Net Promoter Score to identify priority UX improvements.
What's Included
AI-Powered Questions
Intelligent follow-up questions based on responses
Automated Analysis
Real-time sentiment and insight detection
Smart Distribution
Target the right audience automatically
Detailed Reports
Comprehensive insights and recommendations
Template Overview
19
Questions
AI-Powered
Smart Analysis
Ready-to-Use
Launch in Minutes
This professionally designed survey template helps you gather valuable insights with intelligent question flow and automated analysis.
Sample Survey Items
Q1
Chat Message
Welcome to the Patient Portal Experience Survey.
We are conducting this research to understand how patients interact with our online portal and identify areas for improvement. Your participation is completely voluntary, and you may stop at any time. There are no right or wrong answers — we are interested in your honest opinions.
All responses are confidential and will be reported in aggregate only. No individual responses will be shared with your care team. This survey takes approximately 5–7 minutes to complete.
By continuing, you consent to participate in this survey.
Q2
Multiple Choice
Have you used the patient portal at least once in the last 3 months?
Yes
No
Q3
Multiple Choice
Which device did you primarily use to access the patient portal?
Smartphone app
Smartphone web browser
Tablet
Laptop or desktop computer
Q4
Multiple Choice
How often did you use the patient portal in the last 3 months?
Once
2–3 times
About monthly
About weekly or more
Q5
Opinion Scale
Overall, how easy was it to find what you needed on the patient portal?
Range: 1 – 7
Min: Very difficultMid: NeutralMax: Very easy
Q6
Multiple Choice
Which of the following portal areas, if any, were difficult to find or navigate? Select all that apply.
Test results and lab reports
Appointment scheduling
Medication list or refills
Secure messages
Billing and payments
Visit summaries or after-visit notes
None — everything was easy to find
Other
Q7
Multiple Choice
When you viewed your health records on the portal, how complete did they appear?
Very complete
Mostly complete
Some information was missing
Many details were missing
Not sure
Not applicable — I did not view records
Q8
Opinion Scale
How satisfied were you with how quickly your health records loaded on the portal?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q9
Multiple Choice
Were you able to download or print your health records from the portal?
Did not try
Yes, easily
Yes, but it was difficult
No, I was unable to
Q10
Opinion Scale
How satisfied were you with the response time from your care team when using secure messaging?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q11
Multiple Choice
What topics did you send secure messages about? Select all that apply.
Medication question
Test results clarification
Appointment scheduling
Billing question
Care instructions or follow-up
Referral or forms request
Did not send any messages
Other
Q12
Opinion Scale
Overall, how satisfied are you with your experience using the patient portal?
Range: 1 – 7
Min: Very dissatisfiedMid: NeutralMax: Very satisfied
Q13
Opinion Scale
On a scale of 0 to 10, how likely are you to recommend this patient portal to a friend or family member?
Range: 0 – 10
Min: Not at all likelyMid: NeutralMax: Extremely likely
Q14
Ranking
Please rank the following potential portal improvements from most to least important to you.
Drag to order (top = most important)
Faster loading and performance
Clearer labels and instructions
Easier login and password reset
More complete records and notes
Quicker message responses
Better mobile experience
Q15
Long Text
Based on your responses in this survey, please share any additional thoughts or suggestions about your patient portal experience.
Max chars
Q16
AI Interview
We'd like to learn a bit more about your portal experience. An AI moderator will ask you a couple of brief follow-up questions based on your earlier responses.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 5
Q17
Dropdown
What is your age?
18–24
25–34
35–44
45–54
55–64
65–74
75+
Prefer not to say
Q18
Multiple Choice
How do you describe your gender?
Woman
Man
Non-binary
Prefer not to say
Q19
Chat Message
Thank you for completing this survey. Your feedback is valuable and will be used to improve the patient portal experience. If you have any questions about this research, please contact your healthcare provider's patient experience team.
Frequently Asked Questions
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AI interviews conduct adaptive conversations with respondents. The AI asks follow-up questions based on what the respondent says, probing for clarity and depth. You control the personality, tone, model (Haiku, Sonnet, or Opus), and question mode (fixed count, AI decides when to stop, or time-based).
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