how to create an effective patient satisfaction survey

How to Create a Patient Satisfaction Survey Form: 5 Easy Steps!

Editorial Note: We may earn a commission when you visit links on our website.

Want to create an effective patient satisfaction survey to improve your practice?

A patient satisfaction survey can give you better insight into patient experiences so you can find out what is and isn’t working with your medical care.

In this guide, we’ll show you exactly how to create an effective patient satisfaction survey using the WPForms plugin.

Step 1: Install the WPForms Plugin

As the best form builder for WordPress, create your form using the WPForms plugin. It offers plenty of features and addons that can boost the functionality of your patient satisfaction survey.

Since we will be using the Surveys and Polls Addon for this tutorial, make sure to buy a WPForms Pro License, which will also give you access to other functionalities like conditional logic, calculator forms, and more.

The WPForms homepage

Once you’ve purchased the WPForms Pro license, the first thing you’ll need to do is install and activate the WPForms plugin. For more details, follow this step by step guide on how to install a plugin in WordPress.

Step 2: Activate the Surveys and Polls Addon

Next, you’ll need to install and activate the Surveys and Polls Addon. To do this, go to WPForms » Addon.

Addons menu in WPForms

In the Addons screen, look for the Surveys and Polls Addon. Once you find it, click on the Install button followed by the Activate button.

Installing the Surveys and Polls addon

Now you’ll need to create a new survey form. And just so you know, you can use any of the WPForms form templates.

Step 3: Create Your Patient Satisfaction Survey Form

There are pre-built templates for health and wellness and you can add survey questions to them if you want.

In fact, you can check out our helpful tutorial on how to add a Likert Scale to any WordPress form if you want to measure your site visitors’ experiences or opinions with point scales on something like a simple contact form.

But for this tutorial, we’re going to build a survey specific WordPress form. To get started, go to WPForms » Add New, name your form, and choose the Survey Form template.

Survey Form Template

WPForms will then automatically create a survey form for you. This is complete with all the necessary fields you’ll need for a patient satisfaction survey.

Survey Form

For instance, you’ll see your survey form already has the following form fields, giving you a great starting point:

  • Name
  • Email
  • Rating
  • Likert Scale
  • Paragraph Text

After that, you’re ready to customize your survey even more based on which questions you want to ask your patients.

Step 4: Customize Your Patient Satisfaction Survey Fields

To make any changes to a field, click on it in the right-hand panel. You can also drag the fields to rearrange their order on your survey form.

For example, you may want to accept anonymous survey submissions through your form because you’re collecting general information and not planning on following up with patients individually.

To do so, simply click on the Name field and deselect the Required checkbox so that entering a name into the form when filling it out is optional.

consumer assessment of healthcare providers and systems

After that, you’ll want to add either more Rating fields or edit your Likert Scale to add more questions.

For this example, we’re going to edit the Likert Scale that’s already on your form. Likert Scale fields display answer choices in a square grid.

To get started, scroll down and then click on the first Likert Scale to open its Field Options panel. Here, you can edit the Label and the Rows.

likert scale patient satisfaction survey

In addition, you can add or remove options by clicking the plus (+) and minus () buttons. Add as many rows as you’d like to include under the How satisfied are you with label.

satisfaction surveys likert scale

Next, scroll down to the other Likert Scale labeled How likely are you to and click on it so its Field Options panel opens.

Here you can customize the text in the rows to fit your needs, just like in the last step.

healthcare research and quality

This default Likert Scale will display multiple rows that look like this, which is quite interactive for surveys.

patient satisfaction

On the other hand, you can also use a single-row rating scale that looks like this. The choice is completely up to you!

single row survey question

To do this, simply select the checkbox next to the Make this a single-row rating scale option and edit the Label to include the entire question.

You’ll need to repeat this step for each question if you’re using the single-row rating scale, but it shouldn’t take you much time.

likert scale single-row

You can also change the style of your Likert Scale. For more, check out our complete guide on how to customize the Likert Scale field.

Next, you’ll want to edit the Paragraph Text field on your patient satisfaction form to make it more relevant for your audience.

To do this, simply click on the comment box in the right hand panel to open its Field Options in the left hand panel. Here, you can edit the label and choose if you want to require this be filled out.

edit comment box label

General Settings

When your patient satisfaction form looks the way you want it to, configure its general settings. To begin, go to Settings » General.


In this area, you can configure the following:

  • Form Name — Change the name of your form here if you’d like.
  • Form Description — Give your form a description.
  • Submit Button Text — Customize the copy on the submit button.
  • Spam Prevention — Stop contact form spam with the anti-spam feature, hCaptcha, or Google reCAPTCHA. The anti-spam checkbox is automatically checked on all new forms.
  • AJAX Forms — Enable AJAX settings with no page reload.
  • GDPR Enhancements — You can disable the storing of entry information and user details, such as IP addresses and user agents, in an effort to comply with GDPR requirements. Check out our step-by-step instructions on how to add a GDPR agreement field to your simple contact form.

In addition, if you’re interested in asking different questions to your visitors based on their rating answers, you can add smart conditional logic to your survey form.

Actually, the survey template you started with already has this in the rating field! A comment box automatically appears if someone rates 2 or 1 stars.

conditional logic in patient satisfaction surveys

For help with this step, check out our tutorial on how to use conditional logic with WPForms.

Survey Notifications

Notifications are an excellent way to know when someone submits one of your patient satisfaction surveys.

To get an email when someone completes your survey, you’ll need to set up form notifications in WordPress. Unless you disable the notification feature, you’ll get an email notification whenever someone submits a survey on your site.

You can also send multiple notifications when someone completes your patient satisfaction survey. For example, you can send a notification to yourself and anyone else on your team that might need access to the information submitted in the survey.

Also, if you use smart tags, you can send a personalized notification to your site visitors once they finish your survey to let them know you received it.

smart tags personalized email

For more on this, check out our step by step guide on how to send multiple form notifications in WordPress.

In addition, you have the option to easily brand your notification emails by adding your practice’s logo or any image you choose in the custom header image area.

The logo/image you choose will show up at the top of email notifications.


This example has a grey background, but you can change the color to something else if you’d like.

These personalized tweaks can make your email notifications look more professional and give them a personal touch.

Check out our guide on adding a custom header to your email template.

Survey Confirmations

Form confirmations are ways to take action immediately after your audience has submitted information to your survey.

For extra help with this step, check out our tutorial on how to setup form confirmations. There are 3 different types of confirmations in WPForms:

  1. Message. This is the default confirmation type that appears after someone hits submit on your survey form, and it’s customizable. Check out our tips on ways to customize your confirmation message to boost your site visitors’ happiness.
  2. Display Page. Automatically send users to any page on your site.
  3. Redirect. Useful if you want to take the user to a different website or specialized URL for more complex development.

Editing confirmation

Step 5: Add Your Survey to Your Website

After you’ve created your patient satisfaction survey form and customized all the settings to your liking, you need to add your survey form to your website.

WPForms lets you add your forms to multiple locations on your site, including your pages, blog posts, and even sidebar widgets.

Let’s take a look at the most common placement option: page/post embedding. To begin, create a new page or post in WordPress.

After that, click inside the first block (the blank area below your page title) and click on the Add WPForms icon.

add patient satisfaction survey to new page

The handy WPForms widget will appear inside of your block. Click on the WPForms dropdown. Select your survey form.

patient satisfaction survey dropdown insert

Pick which one of the forms you’ve already created that you want to insert into your page. Next, publish your page or post so your form will appear on your website.

publish patients survey on new page

Make Your Survey Private

In order to make sure that only your patients fill out your survey, you’ll want to consider making it private. There are a few ways to go about this including:

Just don’t forget to provide your patients with the password to access the survey. You want to make the process as seamless as possible so people will actually fill out your patient satisfaction survey!

Send Survey to Your Patients

As long as you have your patient’s email address, you or the administrative staff at your practice can send out the email with a link to your patient satisfaction survey manually.

But to save time, you’ll want to automate how your survey gets sent out to patients. You can have your email marketing software automatically send an email to patients inviting them to participate in the survey.

For example, you can set this up to happen 24-hours after a patient receives medical care from you. Most email marketing providers offer this feature, known as a drip campaign. Here are some email marketing services for you check out that can help you with this:

See Your Survey Results

One of the coolest features of the Survey and Polls Addon is the ability to see your patient satisfaction survey results in a beautiful reporting dashboard. You can even customize your reports and export them to share them with others.

survey reports dashboard

FAQs about Patient Satisfaction Surveys

Patient satisfaction surveys are a popular topic among our readers. Here are answers to some common queries about it.

Why are patient satisfaction surveys important?

There are tons of reasons why patient satisfaction surveys are super important in healthcare. The most important are:

  • Increase your practice’s revenue. When you find out what needs to be improved in your practice, you can focus your time, money, and resources on those things.
  • Improve your online presence. Making your patients feel heard and happy is a great way to get better online reviews and bring you more new business.  Going to the doctor can be scary, and health plans can be confusing. The good news is, people love to talk about their experiences.
  • Make sure your practice is following the law. When you ask about different aspects of patient care, you can uncover details in your surveys that can help you make sure everything is running smoothly and following the U.S. Department of Health and Human Services requirements.
  • Create loyalty with your patients. Patients are eager to build relationships with their healthcare providers. Asking them questions invites them to be honest and open. It shows them you care and that you’re listening, so you can build a 2-way relationship.

What are some patient satisfaction survey questions?

Before you create your patient satisfaction survey, you need to make sure your survey is going to actually get you helpful patient feedback. To do this, you need to make your questions concise and easy to understand.

Here are some suggestions of patient satisfaction survey questions to ask to help improve your practice:

  • How long was your waiting time (past your appointment)?
  • How satisfied are you with the appearance and cleanliness of this practice?
  • Did you receive clear information from the staff?
  • Was the staff courteous?
  • Was the staff knowledgeable?
  • Did the payment options meet your needs?
  • Do you think enough appointment times are available?
  • Are our appointment times convenient?
  • Did the physician meet your needs?
  • Did you feel you were a top priority?
  • Will you return to this practice?
  • Would you refer your friends and family to this practice?

Keep in mind these patient satisfaction survey questions are just suggestions. You can get more ideas of how these might look in this article on questionnaire examples and templates.

Also, if you want more help and ideas for patient satisfaction survey questions, you can check out CAHPS surveys.

Who oversees patient survey questions in the US?

In the US, the Agency for Healthcare Research and Quality is a government organization that oversees a series of patient surveys called Consumer Assessment of Healthcare Providers and Systems (CAHPS).

These patient surveys rate healthcare experiences and are written by vendors who are certified by the Centers for Medicaid and Medicare Services (CMS).

Next, Learn How to Generate Survey Reports and More!

To learn more, head over to our guide on how to generate survey reports. We also have some killer tips on writing a survey summary.

If you’re looking for even more ways to improve your practice’s website, you’ll definitely get some good ideas when you read our post of unbelievable online form statistics and facts.

Create Your WordPress Form Now

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes lots of free templates and offers a 14-day money-back guarantee.

If this article helped you out, please follow us on Facebook and Twitter for more free WordPress tutorials and guides.

Using WordPress and want to get WPForms for free?

Enter the URL to your WordPress website to install.


    1. Hi Rahul! Thanks for reading 🙂 Please check back often as we’re always adding new articles and updating old ones!

Add a Comment

We're glad you have chosen to leave a comment. Please keep in mind that all comments are moderated according to our privacy policy, and all links are nofollow. Do NOT use keywords in the name field. Let's have a personal and meaningful conversation.

This form is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.