Annual Wellness Check-In Survey
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Annual Wellness Check-In Survey
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Sign up and start customizing in minutes.
Start with the Annual Wellness Check-In Survey template and tailor it to your practice. It includes 14 editable fields across 2 pages. Included questions: Date of Last Annual Visit, General Health Perception, Health Changes Since Last Visit, Exercise Frequency. The full field list below shows what you will get when you add this template to your account.
Choose this template to open an editable form. Review the questions, keep only the information your practice needs, and add your branding. Preview the patient experience before sharing a link or embedding the form. Responses can be reviewed in Formisoft and exported as a PDF.
What's included
- Date of Last Annual Visit
- General Health Perception
- Health Changes Since Last Visit
- Exercise Frequency
- Nutrition Quality Self-Rating
- Tobacco / Alcohol Use
- Sleep Quality
- Mood & Anxiety Screening
- Preventive Screenings Completed
- Immunizations Up to Date
- Current Medications
- Health Goals for Coming Year
- Questions for Your Provider
- Patient Signature
Who uses this template
- Primary care practices conducting structured annual wellness visits
- Medicare wellness visit programs collecting pre-visit health data
- Population health teams identifying preventive care gaps across panels
- Family medicine clinics promoting proactive whole-person care planning
All form fields
14 fields across 2 pages. Customize any field after signing up.
How to use the Annual Wellness Check-In Survey
Getting started with this template takes just a few minutes. Sign up for a Formisoft trial, then select the Annual Wellness Check-In Survey from the template library. Review the included questions, customize your fields, and preview the form before sharing it.
Setup steps
- 1Choose the template. Find the Annual Wellness Check-In Survey in the template library and click “Use this template” to add it to your account.
- 2Customize fields. Add, remove, or reorder any of the 14 fields. Set fields as required or optional based on your practice needs.
- 3Brand it. Upload your logo, pick your colors, and add a custom welcome message so patients see your practice identity.
- 4Share with patients. Send the form via SMS, email, or embed it on your website. Patients complete it on any device before their visit.
- 5Review submissions. Responses appear in your dashboard in real time. Patient records are created automatically from the data collected.
Frequently asked questions
How does Formisoft protect responses?
Formisoft provides secure form collection and a Business Associate Agreement (BAA). Your practice must review the form content, access permissions, and sharing workflow for its requirements.
Can I customize the fields in this template?
Absolutely. You can add, remove, reorder, or modify any of the 14 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.
How do patients fill out this form?
Patients receive a link via SMS, email, or QR code. They complete the form on their phone, tablet, or computer before their appointment. No app download required.
Can I send this form automatically before appointments?
With a plan that includes automation, you can configure workflows to send forms and reminders. Appointment-based sending requires the booking event to reach Formisoft.
Does this template work on mobile devices?
Yes. The Annual Wellness Check-In Survey is fully responsive and works on any device. Most patients complete intake forms on their phone, so every template is optimized for mobile-first use.
Start with this template
Sign up and start customizing the Annual Wellness Check-In Survey for your practice. Set up in minutes.
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