Patient Satisfaction Survey — shared by the community
Dev A. shared this 28-question build with 4 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use fitness, wellness & coaching form for clinics, coaches and therapists: 28 questions, 4 pages, 4 conditional rules.
- Shared by
- Dev A. · Freelance consultant
- Questions
- 28
- Replies
- 6
- Copies taken
- 691
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Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
Page 1 of 4 — Your visit
Every question on this page is currently visible.
Works for you? Take Dev A.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Patient Satisfaction Survey is built for clinics, coaches and therapists who need to collect intake detail and consent before the first session.
- Clinics, coaches and therapists working in fitness, wellness & coaching.
- Teams who need to collect intake detail and consent before the first session without writing code or paying for a custom build.
- Anyone replacing paperwork eating the start of every appointment with one structured record per enquiry.
- Respondents are clients and patients — the form asks them 28 questions across 4 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of paperwork eating the start of every appointment and turns each submission into a record your team can act on immediately.
- 8 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It pins the request to a specific date.
- It scores satisfaction on a consistent scale.
- It measures sentiment on a numeric scale.
- Conditional logic hides 4 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Patient Satisfaction Survey lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 4 conditional rules ship with it.
- Features advanced show logic: if “Did anything go wrong during your visit?” is Yes, the form dynamically exposes “What happened?”. Otherwise that question never appears.
- Features advanced show logic: if “Did anything go wrong during your visit?” is Yes, the form dynamically exposes “Did you raise it at the time?”. Otherwise that question never appears.
- Features conditional validation: if “Would you like someone to contact you about your visit?” is Yes, “Your name” becomes mandatory before the form can be sent.
- Features conditional validation: if “Would you like someone to contact you about your visit?” is Yes, “Best contact number” becomes mandatory before the form can be sent.
- All 4 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — Your visit
- Date of your appointmentrequired
- Type of appointmentrequired
- Department or clinician seen
- How did you book?
- Was this your first visit to us?
Page 2 — Getting seen
- How easy was it to get an appointment?
- How long did you wait past your appointment time?required
- Were you told about any delay?
- How helpful was the reception team?
- How easy was our phone line or online system to use?
Page 3 — Your care
- Did the clinician listen to you?
- Were things explained in language you understood?
- Were you involved in decisions about your care?
- Did you have enough time in the appointment?
- Did you leave knowing what happens next?required
- Cleanliness of the premises
- Privacy at reception and in the room
- Accessibility of the building
- How likely are you to recommend this practice to friends and family?
Page 4 — Anything else
- Did anything go wrong during your visit?required
- What happened?
- Did you raise it at the time?
- What did we do well?
- What would you change?
- Would you like someone to contact you about your visit?required
- Your namerequired
- Best contact number
- Email addressrequired
Conditional logic in this build
- When “Did anything go wrong during your visit?” is Yes, show “What happened?”.
- When “Did anything go wrong during your visit?” is Yes, show “Did you raise it at the time?”.
- When “Would you like someone to contact you about your visit?” is Yes, require “Your name”.
- When “Would you like someone to contact you about your visit?” is Yes, require “Best contact number”.
Questions about this shared form
Is this survey a medical record?
It is not intended to be. The form asks about experience only and warns patients not to include clinical detail, so keep it in your feedback system rather than the patient record.
Should responses be anonymous?
Keep name and number optional so honest scores are possible, and require them only when a patient asks for a callback — which this form does automatically.
How often should we survey patients?
Continuously, triggered per appointment, and report monthly. Periodic bulk surveys over-sample the people with the strongest feelings in either direction.
Can we use it for telephone and video appointments?
Yes. Choose the appointment type at the start; the access and care questions apply to remote consultations, and the facilities ratings can simply be left blank.
Patient Satisfaction Survey — is it free?
Yes. You can preview and test Patient Satisfaction Survey on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
Patient Satisfaction Survey — questions included
It asks 28 questions across 4 pages, 8 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Patient Satisfaction Survey — editing and customising
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
Conditional logic in a fitness, wellness & coaching form
4 conditional rules ship with the template: Features advanced show logic: if “Did anything go wrong during your visit?” is Yes, the form dynamically exposes “What happened?”. Otherwise that question never appears. Features advanced show logic: if “Did anything go wrong during your visit?” is Yes, the form dynamically exposes “Did you raise it at the time?”. Otherwise that question never appears. Features conditional validation: if “Would you like someone to contact you about your visit?” is Yes, “Your name” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Patient Satisfaction Survey — responses, exports and notifications
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Patient Satisfaction Survey — website embed and sharing
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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