Patient Intake Form Usability & Burden Assessment
Evaluates the clarity, duplication, and effort associated with healthcare patient intake forms across digital and paper modalities. Designed for healthcare administrators seeking actionable insights to reduce patient burden and improve the check-in experience.
Sample questions
A preview of what’s in the template. Every question is editable before you launch.
When was the healthcare visit you are thinking about for this survey?
Overall, how clear were the intake questions and instructions?
Thinking about your overall experience, which format do you prefer for completing intake forms?
What one change would make intake easier for you next time?
What is your age group?
Thank you for completing this survey! Your feedback will help improve the patient intake experience. Your responses are confidential and will be used only for research purposes.
How did you complete intake for that visit? Select all that apply.
During intake, how often did you have to provide the same information more than once?
Rank your preferred ways to complete intake for future visits (top = most preferred).
We'd like to understand your intake experience in a bit more depth. A short follow-up conversation will ask 1–2 additional questions based on your earlier answers.
How do you describe your gender?
Approximately how long did you spend completing intake for that visit?
Did you need help to complete the intake forms?
If you have used digital intake, rank the following steps from most to least burdensome. Include only steps you have experienced.
Based on your responses in this survey, please share any additional thoughts or feelings about the patient intake process.
What is the highest level of education you have completed?
Which of the following issues, if any, made intake harder? Select all that apply.
How would you describe the frequency with which you are asked to sign consent forms?
Which best describes your current employment status?
If any part of the intake was unclear or confusing, please describe it here.
In which region do you currently live?
Which device do you usually use to complete digital medical forms?
Do you use any accessibility tools when filling out forms? Select all that apply.
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.
Ready to launch?
Open this template in the editor. Every part is yours to change before the first respondent sees it.