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Make patient forms easier to fill in
Clearer wording for your registration, intake and insurance forms, plus a short 'what to bring' checklist patients get in advance.
When to use it
When patients often get stuck or leave forms half done
Step by step
Copy out a blank form
Take a blank copy of the form that causes the most trouble. Only ever use a blank one, never a completed form.
Ask for a clearer version
Paste the questions into your AI assistant with this prompt.
Prompt to copyHere are the questions and instructions from a blank [registration / intake / insurance] form used at our [type of practice]: [paste form text]. 1) List any questions that are confusing, repeated or use jargon, and suggest a plainer wording for each. Keep the meaning exactly the same. 2) Suggest a clearer order for the sections. 3) Write a short 'Before your appointment' checklist telling patients what documents and information to bring so they can complete the form. 4) Write a two-line note receptionists can say to help someone who is stuck. Don't remove any question; flag ones you think could be removed for us to decide.Check before changing anything
Share the suggestions with your practice manager. Some wording may be required by insurers or regulations, so only change what they approve.
Send the checklist ahead
Add the approved 'what to bring' checklist to booking confirmations and your website's new patient page.
What you get
Confusing: 'Name of policyholder if different from patient'. Clearer: 'Whose name is the insurance in? (Leave blank if it's yours.)' Bring: photo ID, insurance card, list of current medicines, your previous practice's name.
Tips
- Ask for a version in the languages your patients speak most, then have a fluent speaker check it.