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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.

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

24

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! This survey asks about your most recent healthcare intake (check-in) experience. It should take about 5–7 minutes. Your responses are confidential and will be reported only in aggregate. There are no right or wrong answers—we want your honest opinions. Participation is voluntary, and you may stop at any time.
Q2
Multiple Choice
When was the healthcare visit you are thinking about for this survey?
  • In the last 30 days
  • 31–90 days ago
  • 3–12 months ago
  • Over 1 year ago
  • I haven't visited yet (answering based on forms I've seen)
Q3
Multiple Choice
How did you complete intake for that visit? Select all that apply.
  • On paper at the clinic
  • On a tablet/kiosk at the clinic
  • On my own device before the visit
  • By phone with staff
  • Other (please specify)
Q4
Dropdown
Approximately how long did you spend completing intake for that visit?
  • Less than 5 minutes
  • 5–10 minutes
  • 11–15 minutes
  • 16–20 minutes
  • 21–30 minutes
  • More than 30 minutes
  • I don't remember
Q5
Opinion Scale
Overall, how clear were the intake questions and instructions?
Range: 1 7
Min: Very unclearMid: NeutralMax: Very clear
Q6
Opinion Scale
During intake, how often did you have to provide the same information more than once?
Range: 1 5
Min: NeverMid: NeutralMax: Very often
Q7
Multiple Choice
Did you need help to complete the intake forms?
  • No, I completed it on my own
  • Yes—from clinic staff
  • Yes—from a family member or friend
  • Not applicable (I didn't complete forms)
Q8
Multiple Choice
Which of the following issues, if any, made intake harder? Select all that apply.
  • Small text or poor contrast
  • Medical jargon or unclear terms
  • Too many repeated questions
  • Trouble uploading photos or documents
  • Login or portal problems
  • Accessibility incompatibility (e.g., screen reader)
  • Language or translation issues
  • Privacy or security concerns
  • None of the above
Q9
Long Text
If any part of the intake was unclear or confusing, please describe it here.
Max chars
Q10
Opinion Scale
Thinking about your overall experience, which format do you prefer for completing intake forms?
Range: 1 7
Min: Strongly prefer paperMid: NeutralMax: Strongly prefer digital
Q11
Ranking
Rank your preferred ways to complete intake for future visits (top = most preferred).
Drag to order (top = most important)
  1. On my own device before the visit
  2. On paper at the clinic
  3. On a tablet/kiosk at the clinic
  4. By phone with staff
Q12
Ranking
If you have used digital intake, rank the following steps from most to least burdensome. Include only steps you have experienced.
Drag to order (top = most important)
  1. Creating an account
  2. Logging in or password reset
  3. Insurance card/ID upload or photos
  4. Entering medications
  5. Entering medical history
  6. Reading/signing consents
  7. Payment or billing info
Q13
Multiple Choice
How would you describe the frequency with which you are asked to sign consent forms?
  • Far too often
  • Somewhat too often
  • About right
  • Not sure
  • Not applicable
Q14
Long Text
What one change would make intake easier for you next time?
Max chars
Q15
AI Interview
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.
AI InterviewLength: 2Personality: [Object Object]Mode: Fast
Reference questions: 4
Q16
Long Text
Based on your responses in this survey, please share any additional thoughts or feelings about the patient intake process.
Max chars
Q17
Dropdown
What is your age group?
  • 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
Multiple Choice
What is the highest level of education you have completed?
  • Less than high school
  • High school or equivalent
  • Some college / Associate degree
  • Bachelor's degree
  • Graduate or professional degree
  • Prefer not to say
Q20
Multiple Choice
Which best describes your current employment status?
  • Employed full-time
  • Employed part-time
  • Self-employed
  • Unemployed and looking for work
  • Not working by choice (e.g., student, caregiver, retired)
  • Unable to work
  • Prefer not to say
Q21
Dropdown
In which region do you currently live?
  • North America
  • Europe
  • Latin America / Caribbean
  • Asia
  • Africa
  • Middle East
  • Oceania
  • Prefer not to say
Q22
Multiple Choice
Which device do you usually use to complete digital medical forms?
  • Smartphone
  • Tablet
  • Laptop / desktop
  • I don't use digital forms
  • Other (please specify)
Q23
Multiple Choice
Do you use any accessibility tools when filling out forms? Select all that apply.
  • Screen reader
  • Zoom / magnification
  • Voice input
  • Switch or alternative input device
  • None of the above
Q24
Chat Message
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.

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