How easy was it to book or change your appointment?
Measures access to scheduling, which is separate from the quality of the visit itself.
A patient satisfaction survey asks patients to rate the parts of a visit they can judge directly: getting an appointment, waiting, how clearly staff explained next steps, and how billing questions were handled. It should not ask patients to judge clinical accuracy, and it should not be the place where a safety concern is reported. Ask your quality lead and counsel how the results will be used before you send the survey.
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Measures access to scheduling, which is separate from the quality of the visit itself.
Shows where waiting is the problem. Choose the time bands once and keep them.
Tests whether next steps, such as a follow-up or a test, were clear. It does not measure whether the clinical advice was right.
Shows whether the billing desk needs clearer answers, without asking the patient to judge the amount charged.
| Field | Type | Required | Why you ask it |
|---|---|---|---|
Type of visitRoutine visitFollow-upTest or procedurePhone or video visitOther | Single choice | Required | Separates kinds of visit, so a wait at a procedure is not averaged in with a routine check-up. |
How easy was it to book or change your appointment?Very difficultDifficultNeitherEasyVery easyI did not book | Single choice | Optional | Keeps scheduling access separate from the visit. |
How long did you wait before your appointment time?Less than 10 minutes10 to 30 minutes31 to 60 minutesMore than 60 minutesNot applicable | Single choice | Optional | Shows where waiting is the problem. |
Did staff explain what would happen next?Not at allA littleSomewhatMostlyCompletely | Single choice | Optional | Checks whether next steps were clear to the patient. |
Were your billing questions answered?Not answeredPartly answeredFully answeredI had no billing questions | Single choice | Optional | Points to where the billing desk needs clearer answers. |
Overall, how was your visit?PoorOkayGoodVery goodExcellent | Single choice | Required | One headline measure. The other questions explain it. |
Comments for the teamDescribe the experience, not symptoms or treatment details. If you are worried about your care, call the clinic instead of using this box. | Long text | Optional | Gives context to the ratings. Comments that describe possible harm belong in your incident process, not in a feedback summary. |
Would you like someone to reply about this?Yes, contact me about thisNo | Single choice | Optional | Makes contact a choice. Only a yes leads to a reply. |
Email for a replyFill this in only if you chose yes above. | Optional | Used only for a reply the patient asked for. |
Estimate based on question types; actual completion time varies.
If a comment describes possible harm, a medication problem or a safety concern, pass it to your clinical incident process the same day. Do not wait for the monthly summary to reach it.
Scheduling, waiting, billing and staff courtesy are different jobs with different owners. A low score on one should not be read as a judgment of clinical care.
A large share of not applicable answers on the wait-time question can mean the question does not fit that visit type. Fix the question wording or the visit types it covers before you read the wait-time result as a trend.
Choose one process to improve, such as call-back timing or the explanation at checkout, and measure that question again next period. Several changes at once make it hard to tell what worked.
Patients can tell you whether an explanation made sense. Patients usually cannot check whether a diagnosis or treatment was right, so keep those questions in your clinical quality process.
If a visit went badly, a survey link is the wrong first contact. A staff member should reach out first, and any complaint should go through your complaint process.
Rating a named clinician or nurse is hard to do fairly without a process for reviewing and using the answers. Decide that process before you ask for names.
A survey is a feedback form. A booking request needs its own form, with its own limits, so patients know what each one does.
Ask for a visit date or a patient number only when you will use it to route a reply or follow up, and say so next to the question.
Ask about booking and access, waiting time, whether staff explained next steps and whether billing questions were answered. Add one overall rating and an optional comment box. Keep clinical judgments for the visit itself and your quality process, because patients can judge the experience better than the medical decisions.
Good examples are short, tied to one kind of visit, and include one question for each part of the experience a patient can judge. Do not copy a long list from another provider without checking what each question will tell you and who will act on the answer.
Only if a payer, a program or an accrediting body requires it. Standardized surveys such as CAHPS have fixed wording and rules for administration and reporting, so changing their questions can make results hard to compare. Check the requirement before you write a version of your own.
Keep it short enough that a patient can finish it on a phone shortly after the visit. Eight questions or fewer, including one comment box, is a reasonable starting point. Remove any question you cannot act on.
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