formisoft

New Patient Onboarding Feedback Survey

Asks about visit date, how did you find us, and scheduling ease. Built for primary care practices optimizing the new patient registration workflow.

Questions
12
Pages
2
Time
about 3 min
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Your practice

New Patient Onboarding Feedback Survey

Page 1 of 2 · Your information

Live preview. Tap through it like a patient.

Who it is for

  • Primary care practices optimizing the new patient registration workflow
  • Specialty clinics measuring first-visit satisfaction to improve retention
  • Marketing teams attributing new patient acquisition channels accurately
  • Operations managers identifying onboarding bottlenecks and training gaps

What's inside

Page 1 · Your information

  1. Visit DateDate
  2. How Did You Find UsMultiple Choice · 6 choices
  3. Scheduling EaseMultiple Choice · 6 choices
  4. Pre-Visit Instructions ClarityMultiple Choice · 5 choices
  5. Registration / Paperwork ExperienceMultiple Choice · 6 choices

Page 2 · Additional details

  1. Wait Time SatisfactionMultiple Choice · 6 choices
  2. Provider Communication QualityMultiple Choice · 6 choices
  3. Confidence in Care PlanMultiple Choice · 4 choices
  4. Overall First ImpressionMultiple Choice · 6 choices
  5. What Could We ImproveLong Text

From form to a ready patient

  1. The Formisoft form builder with editable questions and required toggles

    01

    Make it yours

    Reword, reorder, or add to the New Patient Onboarding Feedback Survey, and add your logo.

  2. A patient filling out a Formisoft form on a phone

    02

    Patients finish it at home

    A secure link by text or email, filled out on their phone before the visit. No app.

  3. The Formisoft dashboard showing how many of today's patients are ready

    03

    Your team sees who is ready

    Each visit shows as ready once its forms are in. Answers land on the patient record.

Related templates

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Questions

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.

Yes. You can add, remove, reorder, or reword any of the 12 fields. You can also add conditional logic, new pages, file uploads, e-signatures, and payment fields.

Patients open a secure link from an email, a text, or a QR code and complete the form on their phone, tablet, or computer before their appointment. No app download required.

Yes, on Front Desk. Attach the form to a visit type and every patient who books gets it right away, with a reminder before the visit if it is not done. Your calendar shows which visits are ready.

Yes. The New Patient Onboarding Feedback Survey works on any device. Most patients complete intake forms on their phone, so every template is built for small screens first.

Send it before the visit, so patients arrive ready.

Add the New Patient Onboarding Feedback Survey to your account and make it yours in a few minutes.

Cancel anytime · BAA included

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