Wednesday, February 21, 2024

Free Massage Client Intake Form Template

Patient Intake Form Template

Professional Client Intake and Reporting Forms for Massage Therapists

Health professionals are uniquely responsible for accurately capturing patient intake information. This patient intake form template is the perfect tool for gathering new patient details, so any member of your medical staff can quickly get up to speed on initial assessments, prioritize treatment, and assign the client to the appropriate medical professional. The template includes sections for new patient details, emergency contact information, insurance data, referrals and adjunctive care, and health concerns and symptoms.

Word | PDF

Medical Client/adult New Patient Intake Form Template

The medical client/adult new patient intake form template helps healthcare professionals to gather demographic, social, and clinical data, permission forms, insurance, payments, and other essential pieces of information from new and returning patients during the patient intake process, and the names of each doctor and their specialties.

A Description Of What The Client Makes Or Does

Once you’ve covered the basics, you can start to get into the meat of the intake form. With this, you let your client describe their brand and its main products or services. This information can offer you a lot of telling insight that can help you understand whether a client is right for your agency.

Let them tell you what they do hear it from their perspective. How they describe their product or service can give you a better picture of how they view their company identity and a clearer understanding of how you should approach your relationship with them.

It can also help to have them describe their company values in this section. Again, having them do so will show you how they conceive of their business and can reveal more about what kind of client they might be.

Also Check: Massage Chair Store In Mall

Share The Client Intake Form

Now that youve created your client intake form, edit and test it with your employees. Next is to determine how youll share the form with your clients.

You can share it online or offline when your client visits or host it on your website. But when you do, ensure that you dont overload website visitors with too many form options. Instead, have a single form to respond to what your prospects want to do with it.

Massage And Bodywork Intake Form

bridgets_intake_form_copy.jpeg (2550×3300)

2. Oncology Massage Intake Form

Clients who are diagnosed with cancers and tumors are the target users of this type of massage intake form. The form will determine whether there are swelling, inflammation, and pain in the clients body. This allows the oncologist to focus on the areas of the client that needed treatment to aid in addressing a cure of the clients condition. Contents of the form include the contact details of the client, a medical questionnaire, general signs and symptoms of an illness. A formal letter intended to be signed by the clients physician is also enclosed with the form to obtain further information about the clients cancer condition.

Recommended Reading: Renpho Shiatsu Foot Massager Machine

Components Of A Massage Intake Form

Creating a massage intake form is easy. Simply download a printable massage intake form and modify it according to your needs and practice. Nonetheless, its important for you to know what a client intake form contains. Following are things that a client intake form should contain at the very minimum.

Requesting Paper Documents And Withdrawing Consent

I understand that I may request paper copies of the Disclosures within 180 days of the date of the Disclosure, and that you will provide them to me by mail at no charge. I understand that I have the right to receive these Disclosures in paper form. I can request paper copies and/or withdraw consent by contacting you at: 2Book, Inc. #32459 Las Vegas NV 89126-9502 Any withdrawal of my consent to receive electronic Disclosures will be effective only after you have a reasonable period of time to process my withdrawal. I understand and agree that if I withdraw my consent to receive electronic Disclosures you may – though you are not obligated to – cancel my MassageBook Account and my 2Book Account.

You May Like: Hand And Stone Massage Wheaton

In Addition To The Massage Therapy Intake Forms And Soaps The Informed Consent Agreement For Massage Therapy Sessions Helps The Therapist To Lay Out In Writing Both The Expectations And The Limitations To The Expectations A Client May Have In Relation To The Massage Therapy Session

The informed consent form is usually used in conjunction with the client Intake Form and subsequent SOAPs. From the clients point of view, the Informed Consent Agreement offers an opportunity to choose whether or not to receive the suggested Massage Therapy services offered. It is also a safeguard related to potential liability issues that may arise at any time.

The Informed Consent Agreement may include a description of the therapists approach to massage, as well as, the modality and techniques used. The benefits, limitations, and contraindications of the proposed treatment plans may also be listed, as well as, the possible outcomes making sure that this does not imply any guaranteed outcome. Other aspects of the treatment describe may include the nature of a session, including the process of disrobing and draping.

Also listed may be the therapists credentials and areas of expertise, as well as the scope of practice, skills, and limitations, based on the therapists credentials. Added, too, is the therapists undertaking to maintain client confidentiality and privacy.

Finally, session duration and fees payable, as well as, cancellations and late arrival policies may be listed together with insurance reimbursement capabilities, if any, service availability and hours of operation and lastly a potential collaboration with other health professionals.

When Should I Use A Massage Therapy Client Intake Form

How to Fill Out Client Intake Forms, AKA ( S.O.A.P. Notes ) for Massage Therapist & Estheticians

When a new client books a massage session with you, send them the form to complement their booking. This will help you collect all the necessary information and create an even better massage experience, and set them up as a client and keep your records updated. Typeform keeps your data organized and clean, so when you need to export or manage your client information, all it takes is a click.

Don’t Miss: What Makes A Good Massage Therapist

What I Will Need

I understand that in order to access and retain the electronic Disclosures I will need the following:

  • A computer with an Internet connection.
  • A current web browser that includes 128-bit encryption. Minimum recommended browser standards are Microsoft Internet Explorer version 9.0 and above , Mozilla Firefox current version , Apple Safari current version , or Opera current version . The browser must have cookies enabled.
  • A valid email address.
  • Sufficient storage space to save past Disclosures and/or an installed printer to print them.
  • The Challenges The Client Currently Faces

    Here’s where you really start to place how your agency can best serve this client. Give them the space to describe what they feel to be the primary issues and concerns facing their organization.

    What might be holding them back? Where are their weaknesses? Are your agency’s services relevant to those issues? If so, are you well-equipped and suited to help them with those challenges?

    Let them tell you what they’re looking for. It might also help to have them explicitly describe how they feel your agency can help them move forward. Letting them articulate what they think your agency can do for them will tell you a lot about their expectations and what kind of client they’ll be.

    Recommended Reading: Massage Near My Current Location

    Abmp Ce Summit Course: Updating Our Hands

    Learn about the properties of fascia and hands-on techniques for working with fascia in the leg. Join Til Luchau and Whitney Lowe for this engaging course that explores the composition and roles of fascia and collagen and demonstrates several myofascial hands-on techniques focused on the fascia in the leg and the sartorius, gracilis, semitendinosus, and pes anserinus muscles.

    Estate Planning Client Intake Form Template

    FREE 4+ Therapy Intake Forms in PDF

    The estate planning client intake form template is for those that own real estate and want to safeguard it. This helps you as an estate planning consultant or attorney to provide estate planning services to assist real estate property owners in managing and dispersing their assets when they pass away.

    Don’t Miss: Bliss Massage Spa Arlington Va 22207

    Business/corporate Client Intake Form

    Keep tabs on new and prospective business clients with this easy-to-use business or corporate client intake form. The customizable template includes sections for general information about a clients business their business-specific details and services they are looking for you to provide.

    This client intake form is a particularly good fit for accounting firms that offer accountant or financial advising services for businesses and corporations. Its also fully customizable to allow for modifications of specific client intake details related to your businesss unique offerings.

    Excel | Word | PDF

    S In Editing Massage Intake Form Word Doc On Windows

    It’s to find a default application that can help make edits to a PDF document. Fortunately CocoDoc has come to your rescue. Examine the Manual below to find out possible approaches to edit PDF on your Windows system.

    • Begin by obtaining CocoDoc application into your PC.
    • Upload your PDF in the dashboard and make modifications on it with the toolbar listed above
    • After double checking, download or save the document.
    • There area also many other methods to edit PDF, you can check this post

    Also Check: Come To Your Home Massage

    Why Use Our Templates

    These medical forms templates are accessible by visiting our website and can be used more than once. Aside from that, here are other reasons why templates are useful:

    • Our templates are universal and recyclable.
    • Our templates save valuable time, hence more productivity.
    • Our templates are customizable and gives a basis accurate document.
    • Our templates provide clear details.
    • Our templates can be used to send and shared with others.
    • Our templates are free of charge and can cater to your needs more than once.

    With these provided, you can be assured that they provide detailed and accurate information that can guide you into filling up the correct facts.

    The Way To Create An Electronic Signature For Putting It On Pdfs In Gmail

    The Legal Document – Client Intake Forms

    Due to the fact that many businesses have already gone paperless, the majority of are sent through email. That goes for agreements and contracts, tax forms and almost any other document that requires a signature. The question arises How can I eSign the massage intake form template I received right from my Gmail without any third-party platforms? The answer is simple – use the signNow Chrome extension.

    Below are five simple steps to get your katrinas theraspa chair massage client intake form eSigned without leaving your Gmail account:

  • Go to the Chrome Web Store and add the signNow extension to your browser.
  • Log in to your account.
  • Open the email you received with the documents that need signing.
  • Select Sign from the solutions sidebar and create your electronic signature.
  • Press Done and your signature is ready. The eSigned file will be attached to the draft email generated by signNows eSignature tool.
  • The sigNow extension was developed to help busy people like you to decrease the burden of signing legal forms. Start putting your signature on katrinas theraspa chair massage client intake form using our tool and join the millions of happy customers whove previously experienced the benefits of in-mail signing.

    Read Also: Does Massaging Stomach Help Lose Fat

    Include Other Elements In Your Form

    Aside from the questions asked, you want to add your companys uniqueness to your clients intake form. This begins with your brand logo, color, and font. It stretches further to include other things aside from those.

    Such information could be the contact information of a close individual at the bottom of the form, and a short note about your companys response time, communication channels, and the next steps to expect.

    Oncology Massage Intake Form

    3. Pregnancy Massage Client Intake Form

    Pregnancy is a crucial stage in a womans life since this can contribute to a medical complication as well as the death of either the mother or the child. With this, a pregnant client must complete a pregnancy massage intake form. The form contains the basic details of the client, her prenatal information, medical problems, and a section that is intended to be used by the massage practitioner only that contains a diagram of the clients body where the client complained about pain during the massage session. The diagram is significant to be completed by the practitioner with full details to inform the client and her prenatal care provider about the issues that were observed by the practitioner. You may also check out project intake forms

    You May Like: Benefits Of Hot Stone Massage On Legs

    Case Management Client Intake Form Template

    The case management client intake form template enables you to collect client data that you can utilize to examine, plan, execute, coordinate, monitor, and evaluate the alternatives and services needed to satisfy their health and human service requirements.

    It includes information about the clients former appointment with a different case manager , and it also covers information about the clients address, the clients urgent needs to increase engagement and retention in services.

    Chapter Six: Elements Of A Client Intake Form

    Client Intake Form Massage Therapy Template ...

    Whether you want to create your client intake form from scratch or youre using a client intake form template, there are some key elements that the form must-have. Without this, your intake form will be termed as incomplete and unprofessional.

    They include:

  • Basic contact and company information
  • Your client intake form will be null if you dont capture your clients contact information and company information if available. How would you reach out to them in the future if you dont have those details?

    This part of the form should include your clients name, their contact details like phone number and residential address. It should also include the principal contact at that company, their preferred contact methods, their job, the size of their company, and other logistical elements that provide you with a high-level summary of what the company looks like.

  • Clients job and description
  • After youve covered the basic contact and company information, the next is to dig a little deeper about the clients job specifics. Let the clients talk about their business and the products and services they sell.

    This data may provide you with a lot of useful information that will help you determine whether a customer is a good fit for your company or not.

    Also, this will help you to provide a better idea of their companys identity and attract them to your business by mirroring their terms and approach to relationship building.

  • Client pain points
  • Clients goals
  • Information about the budget
  • Read Also: King Kong Massage Chair For Sale

    Notifying The Client About The Policies

    While the policies of the therapist will be mentioned in the disclaimer section of the intake form, notifying the client about the policies in person is a good thing for the therapist to do. The therapist should make it clear to the client that he/she is not a doctor and wont prescribe medicine or diagnose illness. By doing this, the therapist will ensure that he/she is safe from legal liability in the future.

    The Importance Of Client Intake

    Provided the procedure is performed appropriately, client or massage intake can help clients in a number of ways. By establishing clear boundaries, a client intake form protects massage therapists from potential unethical clients. Moreover, the form helps the therapist to protect his/her reputation. Client intake forms treat all clients the same way and ask them the same questions. By putting nervous clients at ease, a well-drafted and properly worded massage intake form helps therapists to build a professional rapport with them right away.

    In addition to the above, an intake form allows the therapist to know how his/her client wants to proceed with the upcoming massage therapy session. However, it is important that massage therapists revisit the intake procedures with continuing clients. By updating the details in the massage intake form, therapists will keep themselves aware of the clients ever changing health. This, in turn, will allow them to take care of the client appropriately. Following are some of the reasons a massage intake form is important.

    Recommended Reading: Absolute Touch Massage Hollywood Fl

    Small Business Client Intake Form Template

    Are you just starting a business and wondering where or how to start with the delivery of services?

    This small-business client intake form template can be used to capture your clients valuable information. It doesnt restrict you by sector or department. All you need to do is to personalize the document by replacing the logo, color, and name.

    A Complete Handback In Editing Massage Intake Form Word Doc On G Suite

    Body Massage Consultation Form Template

    Intergating G Suite with PDF services is marvellous progess in technology, with the power to streamline your PDF editing process, making it quicker and more cost-effective. Make use of CocoDoc’s G Suite integration now.

    Editing PDF on G Suite is as easy as it can be

    • Visit Google WorkPlace Marketplace and find out CocoDoc
    • install the CocoDoc add-on into your Google account. Now you are in a good position to edit documents.
    • Select a file desired by pressing the tab Choose File and start editing.
    • After making all necessary edits, download it into your device.

    Recommended Reading: Massage Envy In Chester Nj

    Making The Therapist Aware Of The Things To Avoid

    The client intake form is a great way for clients to inform therapists what they should avoid during the treatment. For instance, by informing the therapist about any allergies, injuries or accidents the client may have suffered, the intake form ensures that the therapist is extra careful when treating a client who has suffered an allergy, injury, or accident.

    As seen above, there are many benefits of using a client intake form. If youre not sure about what to include in the intake form, you can take a look at a massage intake form template. Talking about templates, youll find templates of many medical forms other than the massage intake form online. Some of the medical form templates that youll find online include the medical release form template, and the emergency contact form template. Now that weve discussed the importance of a client intake form, its time to look at what a printable massage intake form should contain.

    Popular Articles
    Related news