New Patient Onboarding Feedback Survey

The New Patient Onboarding Feedback Survey captures how new patients perceive every touchpoint of their initial experience with your practice, from the first phone call or online booking through registration, check-in, the first clinical encounter, and post-visit follow-up. First impressions have an outsized impact on long-term patient retention, making this survey one of the highest-ROI feedback instruments a practice can deploy. By identifying friction points in the onboarding process early, you can make targeted improvements that convert first-time visitors into loyal, long-term patients.

The survey walks new patients through each stage of the onboarding journey. It asks about the ease of scheduling, clarity of pre-visit instructions and paperwork, helpfulness of front-desk staff during registration, wait time before seeing the provider, how well the provider explained the care plan, and whether the patient left feeling confident about next steps. Rating scales provide quantitative benchmarks, while open-ended questions capture the specific details that numbers alone cannot convey. A question about how the patient found the practice helps marketing teams attribute new patient acquisition accurately.

This template is ideal for primary care practices, specialty clinics, dental offices, and behavioral health practices that are actively growing their patient base and want to ensure that the onboarding experience matches the quality of clinical care. Operations managers use the data to streamline registration workflows, front-office training programs, and patient communication templates, while leadership tracks onboarding satisfaction as a key performance indicator tied to growth goals.