Y.U. Pilot Clinician Survey

Y.U. Pilot Clinician Program Survey

Share your candid feedback on the pilot program. Please follow all instructions, answer KEY QUESTION items, and avoid entering PHI.
Instructions:
This survey is for clinicians who participated in the Y.U. Pilot Program. Be blunt—tell us what worked, what broke, and what slowed you down. This is about fixing the process, not grading anyone. Please answer all KEY QUESTION items. Give real examples when possible. Keep patient details out. Clinical findings stay in the chart.
Name

First NameLast Name
Date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
ABOUT YOU
Your discipline

How many pilot patients did you see?

Rows	Total patients	By video	In person	Visits rescheduled or no-show

Before your first visit, did you know these things?

Rows	Yes	Partly	No
How the patient pathway worked and where my visit fit
What the patient had already done before me
How to log in and run the visit in Practice Better
How to document and where my note goes
Who to contact when something broke

How many team training sessions did you attend?
What would have made them worth your time or easier to attend? Be honest. If the way we ran them is the problem, that is on us.
What training format would actually work for you? (Pick your top two.)

Other
If a new clinician joined tomorrow, what must be in their onboarding guide that you had to figure out on your own?
THE TOOLS

Rate each tool on how well it helped you do your job. (1 = Got in my way. 5 = Made my job easier.)

Rows	1	2	3	4	5	N/A
Practice Better: scheduling and calendar
Practice Better: video visits
Practice Better: charting and notes
Practice Better: messaging and alerts
Heidi (AI scribe and templates)
Patient intake forms
Shared team drive and files

When something broke (login, video, charting, forms), how long did it usually take to fix?
Who did you go to, and what happened?
What one tool or feature do you wish you had that would have improved your results?
How should Y.U. reach patients between visits? (Pick your top two.)

Other
YOUR PATIENTS COMING IN

Across your pilot patients, how many showed up ready in each of these ways?

Rows	Most	About half	Few	N/A
On time
Got on video without help
Dressed right for the visit
Had the right space and equipment
Had completed the intake forms
Knew why they were seeing me

What were the most common barriers that kept you from completing your evaluation?
For your discipline, what exactly should a patient get before your visit so they show up ready? (What to wear, space, equipment, anything to prepare or bring. This becomes the script for your pre-visit message.)
Would you record a 30 to 60 second video introducing yourself and telling patients how to prepare for your visit?
When video failed or a patient could not connect, how easy was it to reach them another way?
What did you end up doing? (optional)
THE VISIT ITSELF
Was the visit long enough to complete a proper assessment?
Minutes you actually need
What you cut or changed
For your discipline, what works on video, and what really needs to be in person?

In your honest opinion, how many of your patients left your visit feeling like this?

Rows	Most	About half	Few
Heard
Supported
Clear on their next steps
More confident and in control of their health

WORKING AS A TEAM
On average, how many minutes did you spend reviewing other clinicians' notes before a visit?
Did reading other clinicians' notes change how you ran your visit?
Give one example. If you did not read them, tell us why.
Where should the cross-discipline summary live so you actually use it?

Other
If Other, please specify

Rate the handoff you got from each of the other disciplines. (1 = Not useful. 5 = Changed how I worked. Mark N/A for your own discipline.)

What should the other disciplines put in their summary for you?
Did you see duplicate work, repeated questions, or advice that clashed with another discipline?
Example
THE SCORE AND THE FINAL PLAN
How well did the Y.U. Score and final plan reflect what you found?
What was missing or wrong for your discipline?
What will actually get patients to follow the plan? (Pick your top three.)

Other
If Other, please specify
YOUR IMPACT
Do you think you made a real impact on your pilot patients?
Why? (optional)
How many of your patients will follow through on your recommendations?
What would change that number?
Looking at your own work, what is one thing you would do differently next time?
LEADERSHIP AND SUPPORT

Rate how the founding team and operations supported you. (1 = Not at all. 5 = Completely.)

Rows	1	2	3	4	5
My role and expectations were clear
My questions got answered fast
I had what I needed to do my job
My clinical judgment was respected
The time asked of me matched what I expected

What should leadership start, stop, and keep doing?

THE BIG PICTURE
Before the pilot, what did you expect Y.U. to be and how did you expect it to run? What did you find it to be?
What one change to the workflow, tools, staffing, or program design would most improve Y.U. before launch? Why? Tie it to something that happened in the pilot.
Anything we did not ask that you want us to know?
Should be Empty:

Y.U. Pilot Clinician Program Survey