Health screening form: write the decision rule first

A health screening form asks a few time-bound questions that help decide whether someone goes ahead with a visit, a shift or an activity, or needs a person to review the answers first. It does not diagnose anyone, and a no answer does not mean the person is medically cleared. Before you publish, write down which answers pass, which go to review and who reviews them, then have counsel check the wording for the group you screen.

Questions to leave out

Questions a screening should not ask

On a scale of one to ten, how healthy are you today?

A self-rating is not a screening decision and invites judgments nobody can act on. Ask a yes-or-no question tied to the decision instead.

Which doctor or clinic did you see most recently?

Naming another provider adds third-party information that the decision does not use.

Are you pregnant or planning a pregnancy?

Pregnancy status is sensitive. When a screening covers staff or program participants, it can create discrimination risk. Remove it unless counsel approves a specific, lawful use.

Please describe any test results or vaccination records you have.

Ask whether a yes-or-no condition applies, not for the underlying record. Collecting records adds storage and deletion duties you may not be ready to carry.

Field blueprint

Screening questions tied to one decision

FieldTypeRequiredWhy you ask it

Full name

Short textRequired

Ties the answers to a person, so the reviewer can follow up through the process you approved.

Date of screening

DateRequired

Ties the answers to a day. A question that looks back over a set period only makes sense with a fixed date.

Who is completing this form

I am the person being screenedI am completing this for someone else
Single choiceRequired

Shows whether the answers come from the person being screened. If someone else answers, the reviewer decides whether that is acceptable.

Reason for the screening

Clinic visitProgram or classSite or event accessOther (describe in the concerns box)
DropdownRequired

Ties the answers to the one decision that uses them, so a single rule does not stretch across unrelated purposes.

Clinician advice to stay away from others

Your clinical lead sets the wording and the time window. Choose Not sure if you do not know.

YesNoNot sure
Single choiceRequired

A yes or not-sure answer needs a person's review. The form does not make that decision itself.

New symptoms since your last screening

Answer yes if you have noticed anything new. Do not describe it here.

YesNoNot sure
Single choiceRequired

Shows a change a reviewer should look at. The detail is gathered by a clinician or reviewer, not on this form.

Concerns for the reviewer

Keep it brief. Leave out diagnoses, test results and medicine names unless your process asks for them.

For example: I am here for a scheduled visit.

Long textOptional

Gives the reviewer context for a yes or not-sure answer.

Mobile phone

PhoneRequired

Lets the reviewer call back when an answer needs a conversation before a decision is made.

Email address

Optional.

EmailOptional

A second contact route for a follow-up that is not urgent.

Confirm your answers

Section header

Separates the questions from the final step.

Answers confirmed

I confirm these answers are correct as of the screening date
Multiple choiceRequired

Keeps the final step deliberate, so the person reads the answers before they submit.

Words for the respondent

Introduction, result message and help text

Introduction

Answer for the date shown. This is a short screening, not a medical evaluation. A yes or not-sure answer means a person reviews it before any decision is made. If you have an emergency, call your local emergency number instead of using this form.

Confirmation

Thank you. Your answers were received. If the reviewer needs more information, they will contact you using the phone number you gave.

Clinician advice to stay away from others

If you are not sure, choose Not sure. A reviewer will ask the next question.

New symptoms since your last screening

Answer yes if you have noticed anything new. Do not describe it on this form.

Concerns for the reviewer

Keep to the reason you are here. Leave out diagnoses, test results and medicine names.

Try it

Preview the screening as the person will see it

Preview · not a real form
Who is completing this form Required
Clinician advice to stay away from others Required

Your clinical lead sets the wording and the time window. Choose Not sure if you do not know.

New symptoms since your last screening Required

Answer yes if you have noticed anything new. Do not describe it here.

Keep it brief. Leave out diagnoses, test results and medicine names unless your process asks for them.

Optional.

Confirm your answers

Answers confirmed Required
After a response arrives

Decide what happens after each answer

  1. Write the decision rule before you publish

    Decide which answers pass, which go to review and who does the reviewing. The form shows each submission; it does not make the decision for you, so the rule must exist before the first submission arrives.

  2. Plan around the processing schedule

    Each answer waits for the hourly production run before the form's creator is notified. Send the link early enough for that run plus your own review, before the visit, shift or event.

  3. Tell people what a review looks like

    A person who is sent for review should know who will contact them, when, and what the review covers. Put that in the confirmation text so the wait does not feel like a silent refusal.

  4. Limit who can export screening answers

    The CSV export contains every answer and the phone numbers. Limit who can export it, delete copies on your own schedule, and keep them out of shared folders.

Frequently asked questions

What is a health screening form?

It is a short set of questions that helps decide whether someone should go ahead with a visit, a shift or an activity, or whether a person should review the answers first. It does not diagnose anyone, and a no answer does not mean the person is medically cleared.

Is a health screening questionnaire the same as a medical history form?

No. A screening asks about one decision over a short time window. A medical history is a longer clinical record, and it belongs in a separate process that a clinician or the clinic owns.

Can I use a health screening form template for employees?

Be careful. Medical questions for staff can be restricted by disability and privacy law, and the answers are sensitive. Have counsel review the questions and the decision rule before you use the form with employees, and remove any question they do not approve.

Should a screening form ask the person to sign a statement?

That is for your counsel and clinical lead to decide. Any signed statement needs its own approved process, kept apart from the screening questions so the two are not confused.

Browse by category

More intake forms in Healthcare & Medical

How to build it

  1. Choose a category and a form type in the wizard. Answer three Atty Suggestions questions, then give the form a title. Atty builds the fields in the background. Edit the fields and ask Atty to refine them, then publish and share the /f/ link.

Attain OS BETA