206+ Free Healthcare Templates

Healthcare Form Templates

Browse 206+ ready-to-use, HIPAA-ready form templates for every medical specialty. Fully customizable and ready in minutes.

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206+ Templates · 8 Categories · Every Specialty

Showing 206 templates

Mental Health Intake Form
Patient Demographics
Reason for Seeking Treatment
Mood Assessment (PHQ-9)
Anxiety Assessment (GAD-7)
Previous Therapy/Counseling
Current Medications (Psychiatric)
+
Add
Substance Use History
Safety Assessment
Submit
Intake
Popular

Mental Health Intake Form

Specialized intake for behavioral health and therapy practices. Includes mood assessment (PHQ-9/GAD-7 style), treatment history, substance use screening, safety assessment, and therapy goals.

3 pages18 fieldsHIPAA-ready
New Patient Intake Form
Full Name
Date of Birth
Phone Number
Email Address
Home Address
Emergency Contact
Insurance Information
Current Medications
+
Add
Submit
Intake
Popular

New Patient Intake Form

Comprehensive intake form with demographics, insurance, medical history, and consent. The most popular template for primary care, specialty clinics, and multi-provider practices.

4 pages24 fieldsHIPAA-ready
Child's Name & Date of Birth
Parent/Guardian Information
Birth History (Weight, Delivery Type)
Developmental Milestones
Immunization Records
Allergies
Current Medications
+
Add
School & Grade Level
Submit
Intake
Popular

Pediatric Intake Form

Child-specific intake form with developmental milestones, immunization records, birth history, school information, and parent/guardian details. Designed for pediatric and family medicine practices.

3 pages20 fieldsHIPAA-ready
Acupuncture Intake Form
Patient Demographics
Date of Birth
Primary Reason for Treatment
Pain Location & Intensity
TCM Review of Systems
Sleep & Energy Assessment
Digestion & Appetite Patterns
Emotional & Stress Assessment
Submit
Intake

Acupuncture Intake Form

Acupuncture-specific intake covering chief complaint, TCM constitution assessment, pain mapping, lifestyle and emotional health, and treatment history. For licensed acupuncturists and integrative medicine clinics.

3 pages18 fieldsHIPAA-ready
Addiction Medicine Intake Form
Patient Demographics
Date of Birth
Primary Substance of Use
Select...
Substance Use History
Withdrawal Symptom Assessment
Prior Overdose History
Prior Treatment Episodes
MAT History
Submit
Intake

Addiction Medicine Intake Form

Addiction medicine intake covering substance use history, withdrawal risk assessment, medication-assisted treatment screening, mental health comorbidities, recovery support systems, and treatment readiness. For addiction medicine practices and MAT programs.

3 pages18 fieldsHIPAA-ready
Allergy & Immunology Intake Form
Patient Information
Allergy History (Food/Drug/Environmental)
Reaction Descriptions & Severity
Environmental Triggers
Seasonal Symptom Patterns
Select...
Previous Allergy Testing
Immunodeficiency Screening
Current Allergy Medications
+
Add
Submit
Intake

Allergy & Immunology Intake Form

Allergy and immunology intake with detailed allergy history, environmental triggers, reaction severity, immunodeficiency screening, and medication/immunotherapy history. For allergists and immunologists.

3 pages16 fieldsHIPAA-ready
Annual Wellness Visit Form
Changes Since Last Visit
New Medications
+
Add
Preventive Screenings Due
Vaccination History
Current Health Concerns
Health Goals
Submit
Intake

Annual Wellness Visit Form

Pre-visit form for annual physicals and wellness exams. Covers health changes since last visit, preventive screenings due, vaccination history, and current health goals.

2 pages10 fieldsHIPAA-ready
Bariatric Surgery Intake Form
Patient Demographics
Date of Birth
Current Weight & Height
Weight History Timeline
Obesity-Related Comorbidities
Diabetes & Metabolic Status
Sleep Apnea & CPAP Status
Select...
Prior Weight Loss Attempts
Submit
Intake

Bariatric Surgery Intake Form

Bariatric surgery-specific intake covering weight history, BMI documentation, obesity-related comorbidities, prior weight loss attempts, nutritional assessment, and psychological readiness screening. For bariatric surgery programs and metabolic centers.

3 pages20 fieldsHIPAA-ready
Behavioral Health Intake Form
Patient Demographics
Date of Birth
Presenting Concerns
Behavioral Health Symptom Screen
Substance Use History
Trauma Exposure Screening
Psychosocial History
Housing & Employment Status
Select...
Submit
Intake

Behavioral Health Intake Form

Behavioral health intake covering presenting concerns, substance use screening, trauma history, psychosocial assessment, and treatment readiness. For behavioral health agencies, community mental health centers, and outpatient counseling practices.

4 pages22 fieldsHIPAA-ready
Cardiology Intake Form
Patient Demographics
Date of Birth
Chest Pain Assessment
Cardiac Symptom Checklist
Cardiovascular Risk Factors
Blood Pressure History
Prior Cardiac Testing
Previous Cardiac Procedures
Submit
Intake

Cardiology Intake Form

Cardiology-specific intake covering cardiac symptoms, chest pain assessment, heart disease risk factors, and cardiovascular history. Designed for cardiologists, electrophysiologists, and heart failure clinics.

3 pages18 fieldsHIPAA-ready
Chiropractic Intake Form
Patient Information
Primary Complaint
Pain Pattern & Frequency
Select...
Pain Location
Aggravating/Relieving Factors
Previous Chiropractic Care
Imaging History (X-ray/MRI)
Lifestyle Assessment
Submit
Intake

Chiropractic Intake Form

Chiropractic-specific intake covering spinal complaints, pain patterns, lifestyle factors, previous chiropractic care, and X-ray/imaging history. Built for chiropractic and wellness practices.

3 pages17 fieldsHIPAA-ready
Concierge Medicine Intake Form
Patient Demographics
Date of Birth
Health Goals & Priorities
Complete Medical History
Family Health History
Preventive Screening History
Current Medications & Supplements
+
Add
Lifestyle Assessment
Submit
Intake

Concierge Medicine Intake Form

Concierge medicine intake covering comprehensive health history, wellness goals, executive health screening, lifestyle assessment, family medical history, and care preferences. For concierge practices, direct primary care, and executive wellness programs.

3 pages20 fieldsHIPAA-ready
Employee Full Name
Date of Birth
Email Address
Employer & Department
Biometric Measurements
Blood Pressure & Heart Rate
Lifestyle & Health Habits Assessment
Tobacco, Alcohol & Substance Use
Submit
Intake

Corporate Wellness Screening Form

Corporate wellness screening form for employers, occupational health providers, and workplace wellness programs. Captures employee demographics, biometric measurements, health risk factors, lifestyle assessment, medical conditions checklist, and participation consent.

2 pages12 fieldsHIPAA-ready
Dental Patient Intake Form
Patient Information
Dental History
Last Dental Visit
Previous Dental Work
Dental Anxiety Level
TMJ/Jaw Pain Symptoms
Oral Hygiene Habits
Select...
Medical Conditions Affecting Dental
Submit
Intake

Dental Patient Intake Form

Dental-specific intake covering oral health history, dental anxiety assessment, previous dental work, TMJ symptoms, and dental insurance verification. For general dentistry, orthodontics, and oral surgery.

2 pages16 fieldsHIPAA-ready
Dermatology Intake Form
Patient Information
Primary Skin Concern
Duration of Concern
Select...
Sun Exposure History
Skin Cancer Risk Factors
Previous Skin Treatments
Current Skincare Routine
Photo Upload (Affected Area)
Take photo
Submit
Intake

Dermatology Intake Form

Dermatology-specific intake with skin concern history, sun exposure assessment, skin cancer screening questions, cosmetic treatment history, and photo upload for lesion documentation.

2 pages14 fieldsHIPAA-ready
Endocrinology Intake Form
Patient Demographics
Date of Birth
Primary Endocrine Concern
Diabetes History & Management
Glucose Monitoring Method
Select...
Thyroid Symptom Assessment
Hormonal Symptom Checklist
Prior Endocrine Lab Results
Submit
Intake

Endocrinology Intake Form

Endocrinology-specific intake covering diabetes management, thyroid disorders, hormonal symptoms, metabolic screening, and endocrine medication history. For endocrinologists and diabetes care centers.

4 pages20 fieldsHIPAA-ready
ENT (Ear, Nose & Throat) Intake Form
Patient Demographics
Date of Birth
Primary ENT Concern
Ear Symptom Assessment
Hearing Loss History
Nasal & Sinus Symptoms
Throat & Voice Symptoms
Balance & Dizziness History
Submit
Intake

ENT (Ear, Nose & Throat) Intake Form

ENT-specific intake covering hearing loss, sinus symptoms, throat complaints, balance disorders, and allergy history. For otolaryngologists, audiologists, and head and neck surgery practices.

3 pages18 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Partner Information
Duration of Infertility
Pregnancy History
Menstrual Cycle Documentation
Prior Fertility Treatments
Prior Fertility Test Results
Submit
Intake

Fertility Clinic Intake Form

Fertility clinic-specific intake covering reproductive history, menstrual cycle documentation, prior fertility treatments, partner information, and psychosocial screening. For reproductive endocrinology, IVF centers, and fertility practices.

4 pages20 fieldsHIPAA-ready
Follow-Up Visit Form
Changes Since Last Visit
Current Symptoms
Current Medications
+
Add
New Concerns or Questions
Pain Level (0-10)
Submit
Intake

Follow-Up Visit Form

Short pre-visit form for return patients. Captures treatment progress, symptom changes, medication updates, and new concerns since the last appointment.

1 page5 fieldsHIPAA-ready
Patient Information
Date of Birth
Health Timeline & Symptom History
Current Conditions
Environmental Exposure Assessment
Diet & Nutrition Log
Current Supplements & Nutraceuticals
+
Add
Sleep Quality & Circadian Rhythm
Select...
Submit
Intake

Functional Medicine Intake Form

A comprehensive functional medicine patient intake form for integrative and holistic health practices, capturing health timeline, environmental exposures, diet and nutrition, supplements, sleep and stress assessment, gut health, and toxin exposure history.

2 pages14 fieldsHIPAA-ready
Gastroenterology Intake Form
Patient Demographics
Date of Birth
Primary GI Concern
Abdominal Pain Assessment
Digestive Symptom Checklist
Bowel Habit Changes
Prior GI Procedures
Surgical History
Submit
Intake

Gastroenterology Intake Form

GI-specific intake covering digestive symptoms, bowel habit assessment, prior endoscopic procedures, liver and pancreatic history, and dietary factors. For gastroenterologists and hepatology practices.

3 pages19 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Activities of Daily Living (ADLs)
Instrumental ADLs
Fall History & Risk Factors
Mobility & Gait Assessment
Select...
Cognitive & Memory Concerns
Mood Screening (GDS-15)
Submit
Intake

Geriatrics Intake Form

Geriatrics-specific intake covering functional assessment, fall risk screening, cognitive evaluation, polypharmacy review, advance directives, and caregiver information. For geriatricians and senior care practices.

4 pages22 fieldsHIPAA-ready
Hand & Upper Extremity Surgery Intake Form
Patient Demographics
Date of Birth
Hand Dominance
Primary Hand/Wrist Complaint
Symptom Location & Affected Digits
Injury Mechanism & Date
Numbness & Tingling Assessment
Functional Limitations
Submit
Intake

Hand & Upper Extremity Surgery Intake Form

Hand and upper extremity surgery intake covering hand and wrist symptoms, functional limitations, injury mechanism, nerve and tendon assessment, prior hand surgeries, and occupational demands. For hand surgeons and upper extremity specialists.

2 pages16 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Hearing Loss History
Affected Ear(s)
Associated Symptoms
Noise Exposure History
Communication Difficulties
Current Hearing Aids
Submit
Intake

Hearing Aid Evaluation Form

Hearing aid evaluation and audiology intake form for audiologists, ENT practices, and hearing clinics. Captures hearing history, noise exposure, communication difficulties, current hearing aids, insurance verification, and appointment scheduling for hearing assessments.

2 pages14 fieldsHIPAA-ready
Home Health Intake Form
Patient Demographics
Date of Birth
Homebound Status Justification
Hospital Discharge Information
Primary Diagnosis & Orders
Functional ADL Assessment
Mobility & Fall Risk
Cognitive & Communication Status
Select...
Submit
Intake

Home Health Intake Form

Home health intake covering homebound status, functional assessment, fall risk, medication management, caregiver support, and home safety evaluation. For home health agencies, visiting nurse services, and home-based primary care programs.

5 pages24 fieldsHIPAA-ready
Patient Information
Date of Birth
Phone Number
Symptom Severity Assessment
Hormone Treatment History
Medical Conditions Screening
Current Medications & Supplements
+
Add
Known Allergies
Submit
Intake

Hormone Replacement Therapy Intake Form

A hormone replacement therapy intake form for HRT clinics and endocrine practices, capturing symptom assessment, hormone treatment history, current medications, lab results, treatment goals, and informed consent.

2 pages13 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Primary Diagnosis & Prognosis
Functional Status Assessment
Select...
Symptom Burden Assessment
Pain Assessment
Current Medications
+
Add
Advance Directives Status
Submit
Intake

Hospice & Palliative Care Intake Form

Hospice and palliative care intake covering terminal diagnosis, symptom burden assessment, advance directives, caregiver information, spiritual and psychosocial needs, and goals of care. For hospice agencies, palliative care programs, and end-of-life care teams.

3 pages18 fieldsHIPAA-ready
Infectious Disease Intake Form
Patient Demographics
Date of Birth
Referring Physician
Presenting Infection & Symptoms
Symptom Timeline
Travel History
Exposure Risk Assessment
Immunization Records
Submit
Intake

Infectious Disease Intake Form

Infectious disease-specific intake covering infection history, travel and exposure assessment, immunization records, antimicrobial therapy history, and immune status evaluation. For ID consultations, HIV clinics, and tropical medicine practices.

3 pages18 fieldsHIPAA-ready
Insurance Verification Form
Insurance Information
Subscriber Name
Insurance Card Front
Upload file
Insurance Card Back
Upload file
Submit
Intake

Insurance Verification Form

Collect insurance card photos (front and back), policy details, group number, and subscriber information. Enables pre-visit insurance verification to reduce claim denials.

1 page6 fieldsHIPAA-ready
Patient Information
Date of Birth
Phone Number
Email Address
Current Symptoms & Hydration Status
Health Screening & Contraindications
Known Allergies
Current Medications
+
Add
Submit
Intake

IV Hydration Therapy Intake Form

IV hydration therapy intake form for mobile IV services, IV vitamin drip bars, and infusion wellness clinics. Covers health screening, allergies, current medications, hydration package selection, payment processing, and informed consent.

2 pages14 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Psychiatric Diagnosis History
Current Symptom Severity
Previous Treatment History
Current Medications
+
Add
Substance Use History
Cardiovascular Screening
Submit
Intake

Ketamine Therapy Intake Form

Ketamine therapy intake form for clinics offering ketamine infusions and psychedelic-assisted therapy. Covers mental health history, contraindications screening, current medications, treatment goals, emergency contact, and informed consent for ketamine treatment.

3 pages14 fieldsHIPAA-ready
Parent / Mother Information
Parent Date of Birth
Phone Number
Baby Name & Date of Birth
Birth Details & Delivery Method
Current Feeding Method & Schedule
Feeding History & Supplementation
Current Breastfeeding Concerns
Submit
Intake

Lactation Consultation Intake Form

Lactation consultation intake form for IBCLCs, breastfeeding consultants, and lactation support practices. Captures mother and baby information, birth details, feeding history, current concerns, medications, insurance verification, and appointment scheduling.

3 pages14 fieldsHIPAA-ready
Male Fertility & Andrology Intake Form
Patient Demographics
Date of Birth
Duration of Infertility
Partner Reproductive History
Prior Semen Analysis Results
Upload file
Sexual Health Assessment
Genitourinary History
Hormonal Testing History
Submit
Intake

Male Fertility & Andrology Intake Form

Male fertility and andrology intake covering reproductive history, semen analysis results, hormonal assessment, sexual health, lifestyle factors, and prior fertility treatments. For reproductive urology, andrology, and fertility clinics.

3 pages16 fieldsHIPAA-ready
Massage Therapy Intake Form
Client Information
Date of Birth
Phone Number
Areas of Tension & Pain
Pain Intensity
Pressure Preference
Select...
Treatment Goals
Areas to Avoid
Submit
Intake

Massage Therapy Intake Form

Massage therapy intake covering areas of tension and pain, pressure preferences, contraindication screening, treatment goals, and health history. For licensed massage therapists and bodywork practices.

2 pages15 fieldsHIPAA-ready
Med Spa / Aesthetics Intake Form
Client Information
Date of Birth
Aesthetic Areas of Concern
Treatment Goals & Expectations
Fitzpatrick Skin Type
Select...
Prior Aesthetic Treatments
Injectable History (Botox/Filler)
Current Skincare Regimen
Submit
Intake

Med Spa / Aesthetics Intake Form

Med spa intake covering aesthetic goals, skin type assessment, treatment history (injectables, laser, chemical peels), contraindication screening, and photo consent. For medical spas, aesthetics practices, and cosmetic dermatology clinics.

3 pages18 fieldsHIPAA-ready
Nephrology Intake Form
Patient Demographics
Date of Birth
Primary Kidney Concern
Kidney Function History (GFR/Creatinine)
CKD Stage & Cause
Select...
Renal Symptom Checklist
Dialysis History & Access
Fluid & Dietary Restrictions
Submit
Intake

Nephrology Intake Form

Nephrology-specific intake covering kidney function history, CKD staging, dialysis access, fluid and diet management, and renal medication reconciliation. For nephrologists, dialysis centers, and kidney transplant programs.

4 pages20 fieldsHIPAA-ready
Neurology Intake Form
Patient Demographics
Date of Birth
Primary Neurological Concern
Headache Assessment
Seizure History
Neurological Symptom Checklist
Cognitive & Memory Concerns
Prior Neurological Testing
Submit
Intake

Neurology Intake Form

Neurology-specific intake with headache assessment, seizure history, cognitive screening, neurological symptom checklist, and prior imaging review. For neurologists, headache centers, and epilepsy clinics.

4 pages20 fieldsHIPAA-ready
OB/GYN Intake Form
Patient Demographics
Menstrual History
Pregnancy History (G/P)
Contraceptive Use
Select...
Gynecological Symptoms
Pap Smear & Mammogram Dates
STI Screening History
Surgical/Gynecological History
Submit
Intake

OB/GYN Intake Form

Obstetrics and gynecology intake with menstrual history, pregnancy history, contraceptive use, gynecological symptoms, and reproductive health screening. For OB/GYN and women's health practices.

4 pages22 fieldsHIPAA-ready
Occupational Therapy Intake Form
Patient Demographics
Date of Birth
Referring Diagnosis
Self-Care ADL Assessment
Home Management Activities
Hand & Upper Extremity Concerns
Fine Motor Skill Assessment
Workplace & Ergonomic Concerns
Submit
Intake

Occupational Therapy Intake Form

OT-specific intake covering functional limitations, ADL assessment, hand and upper extremity evaluation, workplace ergonomics, and treatment goals. For occupational therapists, hand therapy, and rehabilitation clinics.

3 pages19 fieldsHIPAA-ready
Oncology Intake Form
Patient Demographics
Date of Birth
Cancer Diagnosis & Stage
Date of Diagnosis
Prior Cancer Treatments
Chemotherapy Regimen History
Current Cancer Symptoms
Pain Assessment
Submit
Intake

Oncology Intake Form

Oncology-specific intake covering cancer diagnosis details, treatment history, chemotherapy regimens, symptom management, and psychosocial screening. For medical oncology, radiation oncology, and cancer centers.

4 pages22 fieldsHIPAA-ready
Ophthalmology Intake Form
Patient Information
Current Vision Symptoms
Glasses/Contact Lens Prescription
Previous Eye Surgeries
Family Eye Disease History
Screen Time & Occupational Use
Select...
Eye Medications (Drops/Ointments)
+
Add
Dry Eye Symptoms
Submit
Intake

Ophthalmology Intake Form

Eye care intake form with vision history, current symptoms, eye surgery history, contact lens/glasses prescription, and family eye disease history. For ophthalmology and optometry practices.

2 pages15 fieldsHIPAA-ready
Orthopedics Intake Form
Patient Information
Primary Complaint
Injury Mechanism
Select...
Date of Injury/Onset
Pain Level (0-10)
Joint Function Assessment
Imaging History (X-ray/MRI/CT)
Previous Orthopedic Surgeries
Submit
Intake

Orthopedics Intake Form

Orthopedic intake covering musculoskeletal complaints, injury mechanism, imaging history, joint function assessment, and surgical history. For orthopedic surgeons and sports medicine practices.

3 pages18 fieldsHIPAA-ready
Pain Management Intake Form
Patient Demographics
Date of Birth
Pain Location & Body Map
Pain Intensity Rating (0-10)
Pain Character & Quality
Pain Timeline & Duration
Functional Impact Assessment
Prior Pain Treatments
Submit
Intake

Pain Management Intake Form

Pain management intake with pain mapping, numeric rating scales, functional assessment, opioid risk screening, and interventional procedure history. For pain medicine, spine, and chronic pain clinics.

4 pages20 fieldsHIPAA-ready
Pediatric Dentistry Intake Form
Child's Information
Date of Birth
Parent/Guardian Information
Child's Dental History
Dental Anxiety Level
Oral Habits Assessment
Dietary & Bottle Habits
Fluoride Exposure History
Select...
Submit
Intake

Pediatric Dentistry Intake Form

Pediatric dentistry intake covering child's dental history, oral development milestones, dental anxiety assessment, dietary habits, fluoride exposure, and parent/guardian consent. For pediatric dental practices and children's oral health programs.

2 pages16 fieldsHIPAA-ready
Patient Information
Date of Birth
Phone Number
Referring Provider
Bladder & Urinary Symptoms
Bowel Function Assessment
Pain Location & Intensity
Obstetric & Birth History
Submit
Intake

Pelvic Floor Therapy Intake Form

Pelvic floor therapy intake form for pelvic floor physical therapists and pelvic rehabilitation specialists. Covers bladder and bowel symptoms, obstetric and surgical history, pain assessment, current medications, insurance verification, and treatment consent.

3 pages14 fieldsHIPAA-ready
Physical Therapy Intake Form
Patient Information
Referring Physician
Injury/Condition Description
Date of Injury/Onset
Pain Location (Body Map)
Select...
Pain Level (VAS 0-10)
Functional Limitations
Previous PT/Treatment
Submit
Intake

Physical Therapy Intake Form

PT-specific intake with injury mechanism, pain assessment (VAS scale), functional limitations, range of motion goals, and treatment expectations. For physical therapy, sports medicine, and rehabilitation clinics.

2 pages15 fieldsHIPAA-ready
Plastic Surgery Intake Form
Patient Demographics
Date of Birth
Areas of Concern
Desired Outcome & Goals
Prior Cosmetic Procedures
Body Dysmorphia Screening
Medical History & Clearance
Smoking & Nicotine Use
Submit
Intake

Plastic Surgery Intake Form

Plastic surgery intake covering cosmetic goals, procedure history, medical clearance, body dysmorphia screening, and photo consent. For plastic surgeons, cosmetic surgery centers, and reconstructive practices.

3 pages18 fieldsHIPAA-ready
Podiatry Intake Form
Patient Demographics
Date of Birth
Primary Foot/Ankle Concern
Foot Pain Location & Severity
Foot & Ankle Symptom Checklist
Diabetic Foot Screening
Footwear & Orthotics History
Activity Level & Gait Concerns
Submit
Intake

Podiatry Intake Form

Podiatry-specific intake covering foot and ankle symptoms, diabetic foot screening, gait assessment, footwear history, and prior podiatric procedures. For podiatrists, foot and ankle surgeons, and diabetic foot care clinics.

3 pages17 fieldsHIPAA-ready
Psychiatry Intake Form
Patient Demographics
Date of Birth
Primary Psychiatric Concern
Mood Symptom Assessment
Anxiety Symptom Screening
PHQ-9 Depression Scale
Prior Medication Trials
+
Add
Psychiatric Hospitalization History
Submit
Intake

Psychiatry Intake Form

Psychiatry-specific intake covering psychiatric history, medication trials, substance use assessment, safety screening, and psychosocial evaluation. For psychiatrists, psychiatric nurse practitioners, and medication management clinics.

4 pages22 fieldsHIPAA-ready
Pulmonology Intake Form
Patient Demographics
Date of Birth
Primary Respiratory Concern
Breathing Difficulty Assessment
Cough & Sputum History
Respiratory Symptom Checklist
Smoking & Vaping History
Environmental Exposures
Submit
Intake

Pulmonology Intake Form

Pulmonology-specific intake covering respiratory symptoms, asthma and COPD assessment, smoking history, pulmonary function testing, and oxygen therapy documentation. For pulmonologists and respiratory care clinics.

3 pages19 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Primary Rheumatologic Concern
Joint Pain & Swelling Map
Morning Stiffness Duration
Select...
Autoimmune Symptom Screening
Fatigue & Systemic Symptoms
Prior Rheumatologic Labs
Submit
Intake

Rheumatology Intake Form

Rheumatology-specific intake covering joint symptoms, autoimmune screening, morning stiffness assessment, prior biologic therapy, and functional limitations. For rheumatologists and autoimmune disease clinics.

4 pages19 fieldsHIPAA-ready
Sleep Medicine Intake Form
Patient Demographics
Date of Birth
Primary Sleep Concern
Sleep Schedule (Weekday/Weekend)
Epworth Sleepiness Scale
STOP-BANG Sleep Apnea Screen
Insomnia Symptom Assessment
Snoring & Breathing Symptoms
Submit
Intake

Sleep Medicine Intake Form

Sleep medicine intake covering sleep habits, insomnia assessment, sleep apnea screening (STOP-BANG), Epworth Sleepiness Scale, CPAP history, and circadian rhythm evaluation. For sleep centers and pulmonary sleep clinics.

4 pages20 fieldsHIPAA-ready
Applicant Full Name
Date of Birth
Phone Number
Employment & Income Status
Select...
Legal / Probation Status
Substance Use History
Sobriety Date
Treatment History
Submit
Intake

Sober Living Intake Form

Sober living and recovery housing intake form for halfway houses, sober living homes, and transitional housing programs. Captures personal history, substance use timeline, treatment history, current medications, emergency contact, and house rules consent agreement.

3 pages14 fieldsHIPAA-ready
Speech Therapy Intake Form
Patient Demographics
Date of Birth
Primary Communication Concern
Speech & Articulation Assessment
Language Development History
Fluency / Stuttering Assessment
Voice Quality Concerns
Swallowing / Dysphagia Screening
Submit
Intake

Speech Therapy Intake Form

Speech therapy intake covering communication concerns, speech and language development, swallowing assessment, voice disorders, and treatment history. For speech-language pathologists and communication disorder clinics.

4 pages20 fieldsHIPAA-ready
Sports Medicine Intake Form
Athlete Information
Sport & Position
Competition Level
Select...
Current Injury/Complaint
Mechanism of Injury
Select...
Previous Sports Injuries
Concussion History
Training Regimen
Submit
Intake

Sports Medicine Intake Form

Sports medicine intake with athletic history, sport-specific injury assessment, training regimen, concussion history, and return-to-play goals. For sports medicine and athletic training facilities.

3 pages16 fieldsHIPAA-ready
Travel Medicine Intake Form
Patient Demographics
Date of Birth
Travel Destinations
Travel Dates & Duration
Purpose of Travel
Select...
Planned Activities & Exposures
Accommodation Type
Select...
Immunization History
Submit
Intake

Travel Medicine Intake Form

Travel medicine-specific intake covering itinerary details, destination risk assessment, immunization history, malaria prophylaxis planning, and chronic disease travel considerations. For travel clinics and international health practices.

3 pages16 fieldsHIPAA-ready
Urgent Care Intake Form
Patient Name & Date of Birth
Chief Complaint
Select...
Symptom Description
Symptom Onset
Select...
Allergies
Current Medications
+
Add
Relevant Medical History
Insurance Information
Submit
Intake

Urgent Care Intake Form

Streamlined intake for urgent care and walk-in clinics. Captures chief complaint, symptom timeline, vitals triage, allergies, and current medications in a fast-paced single-page format.

1 page10 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Primary Urologic Concern
Urinary Symptom Assessment
AUA Symptom Score
Incontinence Assessment
Select...
Kidney Stone History
Prostate Health History
Submit
Intake

Urology Intake Form

Urology-specific intake covering urinary symptoms, prostate health assessment, kidney stone history, sexual health screening, and prior urologic procedures. For urologists and men's health clinics.

3 pages18 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Vascular Disease History
Claudication & Symptom Assessment
Wound & Tissue Loss Documentation
Wound Photographs
Take photo
Prior Vascular Interventions
Vascular Lab Results (ABI/Duplex)
Submit
Intake

Vascular Surgery Intake Form

Vascular surgery-specific intake covering arterial and venous disease history, claudication assessment, wound evaluation, prior vascular interventions, and cardiovascular risk factor documentation. For vascular surgeons and endovascular specialists.

3 pages18 fieldsHIPAA-ready
Pet Owner Full Name
Phone Number
Email Address
Emergency Contact
Pet Name, Species & Breed
Pet Date of Birth / Age
Spay/Neuter Status & Weight
Select...
Vaccination History
Submit
Intake

Veterinary Clinic Intake Form

A veterinary patient intake form for vet clinics and animal hospitals, capturing pet owner demographics, pet species and breed, vaccination history, current medications, allergies, and reason for visit.

2 pages14 fieldsHIPAA-ready
Patient Information
Date of Birth
Current Weight, Height & BMI
Medical Conditions Screening
Current Medications & Supplements
+
Add
Known Allergies
Diet History & Eating Patterns
Exercise & Physical Activity Level
Select...
Submit
Intake

Weight Loss Program Intake Form

A medical weight loss program intake form for weight management clinics and obesity medicine practices, capturing health history, current weight and BMI, diet and exercise habits, medications, allergies, conditions, treatment goals, and payment.

2 pages14 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Wound Location & Duration
Wound Etiology / Type
Select...
Wound Size & Depth History
Pain Assessment
Prior Wound Treatments
Current Dressing Regimen
Submit
Intake

Wound Care Intake Form

Wound care intake covering wound history, etiology assessment, nutritional status, vascular evaluation, pain assessment, and prior wound treatment documentation. For wound care centers, vascular clinics, and home health wound management.

4 pages20 fieldsHIPAA-ready
Patient Information
Drug Allergies
Food Allergies
Environmental Allergies
Contact Allergies (Latex, etc.)
Reaction Severity & Type
Select...
Allergy Testing Results
Current Immunotherapy
Submit
Medical History

Allergy History Form

Focused allergy documentation form capturing drug, food, environmental, and contact allergies with reaction severity, onset, and management history. Critical for patient safety and prescribing decisions.

1 page10 fieldsHIPAA-ready
Dental History Form
Patient Information
Last Dental Visit Date
Prior Dental Treatments
Periodontal Health History
TMJ/TMD Symptoms
Orthodontic History
Oral Hygiene Routine
Dental Anxiety Level
Submit
Medical History

Dental History Form

Comprehensive dental history form capturing prior dental treatments, periodontal conditions, orthodontic history, oral surgery, TMJ symptoms, and dental anxiety assessment. Designed for dental and oral health practices.

2 pages12 fieldsHIPAA-ready
Family Medical History Form
Patient Information
Cancer History (by Type)
Cardiovascular Disease History
Diabetes History
Neurological Conditions
Autoimmune Disorders
Mental Health History
Relative Details (Who/Age of Onset)
Submit
Medical History

Family Medical History Form

Structured family history form covering hereditary conditions across first and second-degree relatives. Organized by condition category for genetic risk screening and preventive care planning.

2 pages10 fieldsHIPAA-ready
Genetic & Hereditary Screening Form
Patient Information
Three-Generation Family Pedigree
Hereditary Conditions in Family
Prior Genetic Tests Performed
Genetic Test Results
Variants Identified
Pharmacogenomic Results
Carrier Screening Results
Submit
Medical History

Genetic & Hereditary Screening Form

Genetic and hereditary screening form capturing family pedigree information, prior genetic test results, carrier status, pharmacogenomic data, and hereditary cancer or disease risk assessments. Designed for genetics counseling and genomic medicine programs.

3 pages16 fieldsHIPAA-ready
Patient Information
Date of Birth
Childhood Vaccinations
Adult Vaccinations
Influenza Vaccination History
COVID-19 Vaccination Series
Adverse Reactions to Vaccines
Titer Results / Immunity Evidence
Submit
Medical History

Immunization History Form

Comprehensive immunization record capturing childhood and adult vaccinations, booster schedules, adverse reactions, and exemption documentation. Essential for preventive care and compliance tracking.

2 pages12 fieldsHIPAA-ready
Medical History Questionnaire
Past Medical Conditions
Surgical History
Current Medications
+
Add
Medication Allergies
+
Add
Food & Environmental Allergies
Family History
Social History (Smoking/Alcohol)
Select...
Current Symptoms
Submit
Medical History

Medical History Questionnaire

Detailed medical history form covering past conditions, current medications, allergies, surgical history, and family medical history. Essential for new patients and annual updates.

3 pages14 fieldsHIPAA-ready
Medication Reconciliation Form
Patient Information
Prescription Medications
+
Add
Over-the-Counter Medications
+
Add
Vitamins & Supplements
Medication Allergies
+
Add
Adherence Assessment
Pharmacy Information
Provider Verification Signature
Sign here
Submit
Medical History

Medication Reconciliation Form

Structured medication list form with dosage, frequency, prescribing physician, pharmacy information, and adherence assessment. Essential for transitions of care and preventing medication errors.

1 page8 fieldsHIPAA-ready
Patient Information
Psychiatric Diagnoses History
Current Psychiatric Medications
+
Add
Past Psychotropic Medications
+
Add
Therapy History & Modalities
Psychiatric Hospitalizations
Safety Assessment Screen
Substance Use History
Submit
Medical History

Mental Health History Form

Comprehensive mental health history form covering psychiatric diagnoses, medication history, therapy modalities, hospitalization records, substance use, trauma history, and current symptom assessment. Designed for behavioral health intake.

3 pages18 fieldsHIPAA-ready
Occupational Health History Form
Patient Information
Current Employer & Job Title
Employment History
Hazardous Substance Exposures
PPE Usage History
Work-Related Injuries
Workers' Compensation Claims
Respiratory Surveillance Results
Submit
Medical History

Occupational Health History Form

Occupational health history form documenting workplace exposures, prior work-related injuries, hazardous material contact, respiratory surveillance, and ergonomic assessments. Designed for occupational medicine and employee health programs.

2 pages14 fieldsHIPAA-ready
Patient Information
Inpatient Hospitalizations
Admission & Discharge Dates
Discharge Diagnoses
Procedures During Hospitalization
ICU Admission History
Emergency Department Visits
Post-Discharge Complications
Submit
Medical History

Past Hospitalization Record Form

Structured hospitalization history form documenting prior inpatient admissions, emergency department visits, discharge diagnoses, procedures performed, and post-discharge complications. Essential for continuity of care across providers.

1 page10 fieldsHIPAA-ready
Child's Name
Date of Birth
Parent / Guardian Name
Parent / Guardian Phone
Gestational Age at Birth
Select...
Delivery Method
Birth Weight
NICU Admission
Submit
Medical History

Pediatric Medical History Form

Gather complete medical history for pediatric patients including birth details, developmental milestones, childhood illnesses, and growth patterns. Tailored for pediatric and family medicine practices.

3 pages18 fieldsHIPAA-ready
Pregnancy & Obstetric History Form
Patient Information
Date of Birth
Gravidity & Parity (GTPAL)
Prior Pregnancy Details
Delivery Methods
Pregnancy Complications History
Last Menstrual Period (LMP)
Rh Factor & Blood Type
Select...
Submit
Medical History

Pregnancy & Obstetric History Form

Detailed obstetric history form documenting gravidity, parity, prior pregnancies, delivery methods, complications, and neonatal outcomes. Essential for prenatal care planning and risk stratification.

2 pages14 fieldsHIPAA-ready
Pregnancy & Obstetric History Form
Patient Name
Date of Birth
Number of Pregnancies (Gravida)
Number of Live Births (Para)
Miscarriages / Ectopic / Terminations
Prior Delivery Methods
Pregnancy Complications
Gestational Diabetes History
Submit
Medical History

Pregnancy & Obstetric History Form

Document detailed pregnancy and obstetric history including prior pregnancies, deliveries, and complications. Essential for OB/GYN practices managing prenatal and postpartum care.

3 pages16 fieldsHIPAA-ready
Social History Questionnaire
Patient Information
Tobacco Use History
Select...
Alcohol Use (AUDIT-C)
Recreational Drug Use
Occupation & Employer
Occupational Hazard Exposures
Exercise Habits
Select...
Dietary Patterns & Restrictions
Submit
Medical History

Social History Questionnaire

Comprehensive social history questionnaire covering substance use, occupation, living situation, exercise, diet, social determinants of health, and behavioral risk factors. Essential for holistic patient assessment.

2 pages16 fieldsHIPAA-ready
Patient Information
Previous Surgeries (List)
Anesthesia History & Reactions
Surgical Complications
Implanted Devices/Hardware
Blood Transfusion History
Current Blood Thinners
Recovery Pattern
Select...
Submit
Medical History

Surgical History Form

Detailed surgical history documentation covering past procedures, anesthesia reactions, complications, implanted devices, and blood transfusion history. Critical for pre-operative planning.

2 pages12 fieldsHIPAA-ready
Patient Information
Travel Destination(s)
Travel Dates
Type of Travel
Select...
Activities & Exposure Risks
Travel Vaccinations Received
Malaria Prophylaxis Regimen
Select...
Existing Medical Conditions
Submit
Medical History

Travel Health History Form

Travel health history form documenting international travel destinations, endemic disease exposures, prophylactic medications, travel-related vaccinations, and post-travel symptom assessment. Used for travel medicine consultations.

2 pages14 fieldsHIPAA-ready
HIPAA Consent & Authorization
Patient Name
HIPAA Privacy Notice & Consent
Sign
Communication Preferences
Select...
Date Signed
Submit
Consent
Popular

HIPAA Consent & Authorization

Standard HIPAA privacy notice with treatment consent, communication preferences, and authorization for use of protected health information. Required for all new patients under HIPAA regulations.

2 pages4 fieldsHIPAA-ready
Anesthesia Consent Form
Patient Information
Anesthesia Type Explanation
Anesthesia Risk Acknowledgment
Previous Anesthesia Reactions
Malignant Hyperthermia History
NPO/Fasting Instructions Acknowledged
Pre-Anesthesia Health Screening
Patient Signature
Sign here
Submit
Consent

Anesthesia Consent Form

Dedicated anesthesia consent covering anesthesia type options, risk acknowledgment, fasting instructions, and pre-anesthesia health screening. For anesthesiology departments and surgical centers.

2 pages8 fieldsHIPAA-ready
Blood Transfusion Consent Form
Patient Full Name
Date of Birth
Blood Products Authorized
Reason for Transfusion
Transfusion Risks Acknowledged
Alternatives Discussed
Religious or Personal Objections
Objection Details (if applicable)
Submit
Consent

Blood Transfusion Consent Form

An informed consent form for blood and blood product transfusions, covering transfusion risks, alternatives, and religious or personal objections.

2 pages14 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Treatment Areas Requested
Product Selection & Units/Syringes
Select...
Allergy Screening
Contraindication Checklist
Current Medications & Supplements
+
Add
Before-Treatment Photo
Take photo
Submit
Consent

Botox & Dermal Filler Consent Form

An informed consent form for Botox, dermal filler, and cosmetic injection treatments, covering treatment area selection, allergy screening, contraindication checklist, before-and-after photo documentation, and payment collection.

2 pages12 fieldsHIPAA-ready
Chiropractic Treatment Consent Form
Patient Full Name
Date of Birth
Chief Complaint
Areas to Be Treated
Treatment Techniques
Currently Pregnant
Risks of Spinal Manipulation Acknowledged
Consent to Diagnostic Imaging if Needed
Submit
Consent

Chiropractic Treatment Consent Form

An informed consent form for chiropractic care covering spinal adjustments, manipulation techniques, and associated risks including rare but serious complications.

2 pages14 fieldsHIPAA-ready
Cosmetic Procedure Consent Form
Patient Full Name
Date of Birth
Procedure Name
Treatment Area
Expected Outcomes
Known Risks and Complications
Pre-Procedure Photos Authorized
Post-Procedure Care Instructions Reviewed
Submit
Consent

Cosmetic Procedure Consent Form

An informed consent form tailored for cosmetic and aesthetic procedures, addressing expected outcomes, risks, and post-procedure care requirements.

3 pages15 fieldsHIPAA-ready
Patient Name
Date of Birth
Treating Dentist
Procedure Description
Teeth / Areas Involved
Anesthesia Type
Select...
Risks and Complications Acknowledged
Alternative Treatments Discussed
Submit
Consent

Dental Treatment Consent

Informed consent for dental procedures including restorative work, extractions, periodontal treatment, and oral surgery. Documents procedure-specific risks, anesthesia options, and post-care instructions acknowledgment.

2 pages13 fieldsHIPAA-ready
Emergency Treatment Consent
Patient Name
Date of Birth
Emergency Contact Name
Emergency Contact Phone
Known Allergies
Current Medications
+
Add
Existing Medical Conditions
Consent for Emergency Treatment
Sign
Submit
Consent

Emergency Treatment Consent

Consent for emergency medical treatment when standard informed consent processes may be abbreviated. Covers treatment authorization, blood product consent, and emergency contact notification.

1 page13 fieldsHIPAA-ready
General Treatment Consent Form
Patient Full Name
Date of Birth
Treating Provider
Proposed Treatment or Procedure
Risks and Complications
Alternative Treatments
Questions Answered Satisfactorily
Treatment Consent Agreement
Sign
Submit
Consent

General Treatment Consent Form

A comprehensive consent form for general medical treatment, covering patient acknowledgment of procedures, risks, and alternatives.

2 pages14 fieldsHIPAA-ready
Patient Name
Date of Birth
Test Type & Indication
Select...
Scope of Testing Explained
Potential Results & Limitations
Secondary Findings Preference
Family Implications Acknowledged
Genetic Privacy & GINA Rights
Submit
Consent

Genetic Testing Consent Form

Informed consent for genetic and genomic testing covering test purpose, potential findings, implications for family members, data privacy, and right to decline results. Required for clinical and predictive genetic testing.

2 pages14 fieldsHIPAA-ready
Patient Name
Date of Birth
Prescribing Provider
Medication Name and Dosage
+
Add
Condition Being Treated
Side Effects Reviewed
Drug Interactions Acknowledged
Lab Monitoring Schedule Agreed
Submit
Consent

High-Risk Medication Consent

Informed consent for high-risk medications including biologics, controlled substances, and teratogenic drugs. Documents risk acknowledgment, monitoring requirements, and patient education completion.

2 pages14 fieldsHIPAA-ready
High-Risk Medication Consent Form
Patient Name
Medication Name & Dosage
+
Add
Indication for Therapy
Contraindication Screening
REMS Enrollment Acknowledgment
Adverse Effects Acknowledged
Monitoring Schedule Reviewed
Emergency Instructions Reviewed
Submit
Consent

High-Risk Medication Consent Form

Informed consent for high-risk medication therapy covering drug-specific risks, required monitoring, REMS program enrollment, contraindications review, and patient acknowledgment. For controlled substances, biologics, and teratogenic agents.

2 pages12 fieldsHIPAA-ready
HIV Testing Consent Form
Patient Full Name
Date of Birth
Test Type
Select...
Pre-Test Information Reviewed
Confidentiality Protections Acknowledged
Counseling Services Offered
Preferred Results Notification Method
Select...
Right to Decline Testing Acknowledged
Submit
Consent

HIV Testing Consent Form

A consent form for HIV testing that addresses pre-test counseling acknowledgment, confidentiality protections, and the patient's right to decline testing.

2 pages12 fieldsHIPAA-ready
Mental Health Treatment Consent Form
Patient Full Name
Date of Birth
Therapist or Provider Name
Type of Treatment
Select...
Confidentiality Limits Acknowledged
Emergency Contact Name
Emergency Contact Phone
Cancellation Policy Acknowledged
Submit
Consent

Mental Health Treatment Consent Form

An informed consent form for mental health services covering therapy approaches, confidentiality limits, and patient rights in behavioral health treatment.

3 pages14 fieldsHIPAA-ready
Minor Treatment Consent Form
Child's Name & Date of Birth
Parent/Guardian Name
Relationship to Child
Select...
Minor Treatment Consent
Sign
Designated Responsible Adults
Submit
Consent

Minor Treatment Consent Form

Parental/guardian consent for treatment of minors. Includes treatment authorization, emergency medical authorization, and designated responsible adults for pickup and decision-making.

2 pages7 fieldsHIPAA-ready
Donor Name
Date of Birth
Donation Type
Select...
Surgical Risks Acknowledged
Psychological Evaluation Completed
Financial Disclosure Reviewed
Voluntary Participation & No Coercion
Right to Withdraw Acknowledged
Submit
Consent

Organ Donation Consent Form

Informed consent for organ and tissue donation covering donor evaluation, surgical risks, psychological screening acknowledgment, and post-donation care. For transplant centers and organ procurement organizations.

2 pages10 fieldsHIPAA-ready
Orthodontic Treatment Consent Form
Patient Full Name
Date of Birth
Parent or Guardian Name
Treatment Type
Select...
Estimated Treatment Duration
Risks and Complications Reviewed
Oral Hygiene Requirements Acknowledged
Dietary Restrictions Acknowledged
Submit
Consent

Orthodontic Treatment Consent Form

An informed consent form for orthodontic treatment including braces, aligners, and retainers, covering treatment duration, risks, and patient responsibilities.

2 pages14 fieldsHIPAA-ready
Pediatric Sedation Consent Form
Child's Name
Date of Birth
Child's Weight (kg)
Procedure Requiring Sedation
Sedation Level & Agent
Select...
NPO Fasting Status Verified
Allergy & Airway Assessment
Sedation Risks Acknowledged
Submit
Consent

Pediatric Sedation Consent Form

Informed consent for pediatric procedural sedation covering sedation level, agent selection, NPO status verification, monitoring plan, and parent/guardian authorization. For pediatric procedures, imaging, and dental sedation.

2 pages14 fieldsHIPAA-ready
Photo & Video Consent Form
Patient Name
Purpose of Photography/Video
Usage Authorization (Medical/Education/Marketing)
Storage & Retention Acknowledgment
Right to Revoke Consent
Sign
Patient Signature
Sign here
Submit
Consent

Photo & Video Consent Form

Authorization for clinical photography and video recording. Covers purpose of documentation, usage rights, storage and retention, and patient right to revoke consent. For medical documentation and marketing.

1 page6 fieldsHIPAA-ready
Patient Name
Cancer Diagnosis & Treatment Site
Radiation Modality
Select...
Prescribed Dose & Fractionation
Acute Toxicity Risks Acknowledged
Late Toxicity Risks Acknowledged
Fertility Preservation Discussion
Concurrent Chemotherapy Risks
Submit
Consent

Radiation Therapy Consent Form

Informed consent for radiation therapy covering treatment modality, fractionation schedule, acute and late toxicities, fertility preservation discussion, and simulation procedures. For radiation oncology departments and cancer centers.

2 pages14 fieldsHIPAA-ready
Radiology & Imaging Consent
Patient Name
Date of Birth
Ordering Provider
Imaging Study Ordered
Reason for Exam
Contrast Agent Required
Prior Contrast Reaction History
Kidney Function Concerns
Submit
Consent

Radiology & Imaging Consent

Informed consent for diagnostic imaging procedures including CT scans, MRI with contrast, fluoroscopy, and interventional radiology. Covers radiation exposure, contrast agent risks, and pregnancy screening.

2 pages15 fieldsHIPAA-ready
Research & Clinical Trial Consent
Participant Name
Study Title & Description
Research Participation Consent
Sign
Compensation Details
Investigator Signature
Sign here
Submit
Consent

Research & Clinical Trial Consent

Informed consent for research participation covering study description, risks/benefits, voluntary participation, data use, and right to withdraw. Compliant with IRB and FDA requirements.

3 pages10 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Treatment Type & Biologic Product
Select...
Target Anatomy / Treatment Area
Diagnosis & Clinical Indication
Risks & Complications Acknowledged
Contraindication Screening
Current Medications
+
Add
Submit
Consent

Stem Cell & Regenerative Medicine Consent Form

Stem cell therapy consent form for regenerative medicine clinics offering stem cell injections, PRP therapy, and biologic treatments. Covers treatment details, risks and benefits, contraindications, photo documentation, payment, and informed consent.

3 pages14 fieldsHIPAA-ready
Substance Abuse Treatment Consent Form
Patient Full Name
Date of Birth
Treatment Program Type
Select...
Substances of Concern
Medication-Assisted Treatment Consent
Drug Testing Policy Acknowledged
42 CFR Part 2 Confidentiality Acknowledged
Emergency Contact Name
Submit
Consent

Substance Abuse Treatment Consent Form

A specialized consent form for substance abuse and addiction treatment programs, addressing 42 CFR Part 2 confidentiality protections and treatment modalities.

3 pages15 fieldsHIPAA-ready
Surgical Consent Form
Patient Name
Procedure Description
Surgical & Anesthesia Consent
Sign
Witness Signature
Sign here
Submit
Consent

Surgical Consent Form

Informed consent for surgical procedures including procedure description, risk acknowledgment, anesthesia consent, and e-signature capture. Required documentation for pre-operative workflows.

2 pages5 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Tattoo Location & Size
Ink Colors Present
Fitzpatrick Skin Type
Select...
Prior Removal Attempts
Medical History & Contraindications
Pre-Treatment Photo Documentation
Take photo
Submit
Consent

Tattoo Removal Consent Form

Tattoo removal consent form for laser tattoo removal clinics and dermatology practices. Covers treatment area documentation, skin type assessment, photo authorization, risks acknowledgment, payment collection, and informed consent for laser procedures.

2 pages12 fieldsHIPAA-ready
Telehealth Consent for Minors Form
Minor Patient Full Name
Patient Date of Birth
Parent or Guardian Full Name
Guardian Phone Number
Guardian Email Address
Patient Location During Visit
Technology and Privacy Risks Acknowledged
Limitations of Telehealth Acknowledged
Submit
Consent

Telehealth Consent for Minors Form

A parental or guardian consent form for providing telehealth services to minor patients, covering technology requirements, privacy considerations, and limitations of virtual care.

3 pages15 fieldsHIPAA-ready
Telehealth Consent Form
Patient Name
Telehealth Consent & Privacy Agreement
Sign
Emergency Contact & Location
Submit
Consent

Telehealth Consent Form

Consent for telehealth and virtual visit services. Covers technology requirements, privacy expectations, emergency protocols, and authorization for remote healthcare delivery.

1 page3 fieldsHIPAA-ready
Vaccination Consent Form
Patient Full Name
Date of Birth
Vaccine(s) Requested
Allergies to Vaccine Components
Currently Pregnant or Immunocompromised
Recent Illness or Fever
Previous Adverse Reaction to Vaccines
VIS Received and Reviewed
Submit
Consent

Vaccination Consent Form

A consent form for vaccine administration that captures patient screening questions, vaccine information acknowledgment, and authorization to immunize.

2 pages16 fieldsHIPAA-ready
ACE (Adverse Childhood Experiences) Screening
Patient Name
Date of Birth
Emotional Abuse
Physical Abuse
Sexual Abuse
Emotional Neglect
Physical Neglect
Domestic Violence in Household
Submit
Screening

ACE (Adverse Childhood Experiences) Screening

Standardized Adverse Childhood Experiences (ACE) screening questionnaire assessing 10 categories of childhood adversity. Used to identify trauma history and inform trauma-informed care approaches.

2 pages14 fieldsHIPAA-ready
Activities of Daily Living (ADL) Assessment Form
Patient Name
Date of Assessment
Bathing Independence
Dressing Independence
Toileting Independence
Transferring (Bed to Chair)
Continence Status
Feeding Independence
Submit
Screening

Activities of Daily Living (ADL) Assessment Form

Assess patient independence in activities of daily living (ADLs) and instrumental activities (IADLs) including bathing, dressing, mobility, meal preparation, and medication management.

2 pages14 fieldsHIPAA-ready
AUDIT Alcohol Screening Form
Patient Name
Date of Screening
Drinking Frequency
Typical Drinks Per Session
Binge Drinking Frequency
Unable to Stop Drinking
Failed Expectations Due to Drinking
Morning Drinking
Submit
Screening

AUDIT Alcohol Screening Form

WHO Alcohol Use Disorders Identification Test (AUDIT) screening form to identify hazardous drinking, harmful alcohol use, and potential alcohol dependence in patients.

1 page12 fieldsHIPAA-ready
Autism M-CHAT Screening Form
Child's Name
Date of Birth
Child's Age (months)
Parent/Guardian Name
Points to Show Interest
Interest in Other Children
Responds to Name
Makes Eye Contact
Submit
Screening

Autism M-CHAT Screening Form

Modified Checklist for Autism in Toddlers (M-CHAT) screening form for early detection of autism spectrum disorder in children aged 16 to 30 months.

2 pages24 fieldsHIPAA-ready
Blood Pressure Log Form
Patient Name
Date and Time of Reading
Systolic Pressure (mmHg)
Diastolic Pressure (mmHg)
Heart Rate (bpm)
Measurement Arm
Select...
BP Classification
Select...
Symptoms or Notes
Submit
Screening

Blood Pressure Log Form

Structured blood pressure monitoring log for tracking systolic and diastolic readings, heart rate, and symptoms across multiple measurement sessions.

1 page8 fieldsHIPAA-ready
BMI & Body Composition Form
Patient Name
Date of Measurement
Weight (lbs/kg)
Height (in/cm)
BMI recording
BMI Classification
Select...
Waist Circumference
Body Fat Percentage
Submit
Screening

BMI & Body Composition Form

BMI calculation and body composition tracking form for monitoring weight status, waist circumference, and body fat percentage across patient visits.

1 page10 fieldsHIPAA-ready
CAGE Alcohol Screening Questionnaire
Patient Name
Date of Birth
Date of Screening
Have you felt you should Cut down on drinking?
Have people Annoyed you by criticizing your drinking?
Have you felt Guilty about your drinking?
Have you had a morning Eye-opener drink?
Current Drinking Frequency
Select...
Submit
Screening

CAGE Alcohol Screening Questionnaire

Classic four-question CAGE alcohol screening tool for rapid identification of potential alcohol use disorders. Simple, validated instrument widely used in primary care and emergency settings.

1 page10 fieldsHIPAA-ready
Patient Name
Date of Injury
Mechanism of Injury
Loss of Consciousness
Amnesia Duration
Select...
Symptom Severity Checklist
Headache Severity (0-6)
Dizziness Severity (0-6)
Submit
Screening

Concussion SCAT Assessment Form

Sport Concussion Assessment Tool (SCAT) form for standardized sideline and clinical evaluation of suspected concussions following head injuries.

3 pages20 fieldsHIPAA-ready
Patient Name
Date of Birth
Age
Alcohol Use in Past 12 Months
Cannabis Use in Past 12 Months
Other Substance Use in Past 12 Months
Ridden in a Car with impaired driver?
Used substances to Relax?
Submit
Screening

CRAFFT Adolescent Substance Abuse Screening

CRAFFT 2.1 screening tool designed for adolescents aged 12-21 to identify substance use risks including alcohol, cannabis, and other drugs. Validated brief screening instrument recommended by the AAP.

2 pages14 fieldsHIPAA-ready
DAST-10 Drug Abuse Screening
Patient Name
Date of Screening
Used drugs other than for medical reasons?
Abused prescription drugs?
Able to stop using drugs when you want?
Blackouts or flashbacks from drug use?
Feel guilty about drug use?
Spouse or parents complain about drug use?
Submit
Screening

DAST-10 Drug Abuse Screening

Drug Abuse Screening Test (DAST-10) for rapid identification of drug use disorders. Ten validated yes/no questions assessing drug-related problems, consequences, and loss of control over the past 12 months.

1 page12 fieldsHIPAA-ready
DAST-10 Drug Abuse Screening Test
Patient Name
Date of Screening
Used drugs other than for medical reasons?
Abused prescription drugs?
Able to stop using drugs when you want?
Blackouts or flashbacks from drug use?
Feel guilty about drug use?
Spouse or family complains about drug use?
Submit
Screening

DAST-10 Drug Abuse Screening Test

DAST-10 Drug Abuse Screening Test for identifying drug use problems in clinical settings. Ten validated yes/no questions with structured scoring and severity-level classification.

1 page14 fieldsHIPAA-ready
Patient Name
Date of Birth
Current Weight & Height
Weight History
Dieting & Food Preoccupation
Binge Eating Behavior
Purging & Compensatory Behaviors
Exercise Patterns
Submit
Screening

Eating Disorder Screening Form

Eating disorder screening form based on EAT-26 style validated questions for identifying anorexia, bulimia, binge eating, and disordered eating patterns. Includes weight history, body image assessment, dietary pattern evaluation, and emergency contact collection.

2 pages12 fieldsHIPAA-ready
Edinburgh Postnatal Depression Scale Form
Patient Name
Date of Screening
Baby's Date of Birth
Able to Laugh and See Funny Side
Looked Forward to Things with Enjoyment
Blamed Self Unnecessarily
Anxious or Worried for No Good Reason
Felt Scared or Panicky
Submit
Screening

Edinburgh Postnatal Depression Scale Form

Edinburgh Postnatal Depression Scale (EPDS) screening form for identifying postnatal and postpartum depression in new mothers during the perinatal period.

1 page12 fieldsHIPAA-ready
Epworth Sleepiness Scale
Patient Name
Date of Birth
Sitting and Reading
Watching Television
Sitting Inactive in a Public Place
As a Passenger in a Car for an Hour
Lying Down to Rest in Afternoon
Sitting and Talking to Someone
Submit
Screening

Epworth Sleepiness Scale

Epworth Sleepiness Scale (ESS) questionnaire measuring daytime sleepiness across eight common situations. Validated screening tool for identifying excessive sleepiness and potential sleep disorders.

1 page12 fieldsHIPAA-ready
Fall Risk Screening Form
Patient Information
Fall History (Past 12 Months)
Select...
Fall Circumstances & Injuries
Current Medications (Count)
High-Risk Medications
+
Add
Balance & Mobility Confidence
Vision Concerns
Home Environmental Hazards
Submit
Screening

Fall Risk Screening Form

Fall risk assessment for older adults covering fall history, medication review, mobility assessment, environmental hazards, and fear of falling. Based on CDC STEADI protocol for fall prevention.

2 pages10 fieldsHIPAA-ready
Functional Capacity Evaluation Form
Patient Name
Date of Evaluation
Referring Provider
Job Title / Occupation
Lifting Capacity (Floor to Waist)
Carrying Tolerance
Standing Tolerance (minutes)
Walking Tolerance (minutes)
Submit
Screening

Functional Capacity Evaluation Form

Functional Capacity Evaluation (FCE) form for assessing a patient's physical functional abilities, work capacity, and activity tolerance for disability and return-to-work determinations.

3 pages16 fieldsHIPAA-ready
GAD-7 Anxiety Screening
Patient Information
Feeling nervous, anxious, or on edge
Not being able to stop worrying
Worrying too much about different things
Trouble relaxing
Being so restless that it's hard to sit still
Becoming easily annoyed or irritable
Feeling afraid something awful might happen
Submit
Screening

GAD-7 Anxiety Screening

Standardized GAD-7 anxiety screening questionnaire with structured scoring, severity levels, and clinical guidance. Validated tool for generalized anxiety disorder screening in clinical settings.

1 page10 fieldsHIPAA-ready
Geriatric Depression Scale (GDS) Form
Patient Name
Date of Birth
Date of Screening
Satisfied with Life
Dropped Activities and Interests
Feel Life is Empty
Often Get Bored
In Good Spirits Most of the Time
Submit
Screening

Geriatric Depression Scale (GDS) Form

Geriatric Depression Scale (GDS) screening form designed specifically for older adults, using age-appropriate yes/no questions to identify depressive symptoms in elderly patients.

2 pages18 fieldsHIPAA-ready
Glucose Monitoring Log Form
Patient Name
Date and Time of Reading
Glucose Level (mg/dL)
Measurement Timing
Select...
Insulin Type and Dose
Oral Medications Taken
+
Add
Most Recent HbA1c
Hypoglycemic Episode
Submit
Screening

Glucose Monitoring Log Form

Blood glucose monitoring log for tracking fasting and postprandial glucose levels, insulin dosing, and diabetes management metrics over time.

1 page10 fieldsHIPAA-ready
Nutritional Assessment Form
Patient Name
Date of Birth
Current Weight
Height
BMI Calculation
Unintentional Weight Change
Dietary Restrictions
Daily Meal Frequency
Select...
Submit
Screening

Nutritional Assessment Form

Evaluate patient nutritional status, dietary habits, and risk factors for malnutrition or nutritional deficiencies with this comprehensive dietary assessment form.

2 pages14 fieldsHIPAA-ready
Pain Assessment Form
Patient Name
Date of Assessment
Pain Intensity (VAS 0-10)
Pain Location
Pain Quality
Select...
Pain Duration
Select...
Aggravating Factors
Relieving Factors
Submit
Screening

Pain Assessment Form

Comprehensive pain evaluation form using the Visual Analog Scale (VAS), body pain diagram, and functional impact assessment for acute and chronic pain patients.

2 pages12 fieldsHIPAA-ready
Patient Name
Date of Screening
Repeated disturbing memories
Repeated disturbing dreams
Suddenly feeling as if the event were happening again
Feeling upset when reminded of the event
Physical reactions when reminded
Avoiding memories or thoughts
Submit
Screening

PCL-5 PTSD Screening Checklist

PTSD Checklist for DSM-5 (PCL-5) screening instrument with 20 items assessing post-traumatic stress symptoms across four DSM-5 symptom clusters. Validated tool for PTSD screening, diagnosis, and treatment monitoring.

2 pages22 fieldsHIPAA-ready
Child's Name
Date of Birth
Child's Age (months)
Parent/Guardian Name
Gestational Age at Birth
Select...
Communication Milestones
Gross Motor Skills
Fine Motor Skills
Submit
Screening

Pediatric Developmental Screening Form

Age-appropriate developmental milestone screening form for pediatric patients, assessing communication, motor skills, social-emotional development, and cognitive milestones.

3 pages16 fieldsHIPAA-ready
PHQ-9 Depression Screening
Patient Information
Little interest or pleasure in doing things
Feeling down, depressed, or hopeless
Trouble falling or staying asleep
Feeling tired or having little energy
Poor appetite or overeating
Feeling bad about yourself
Trouble concentrating
Submit
Screening

PHQ-9 Depression Screening

Standardized PHQ-9 depression screening questionnaire with scoring, severity interpretation, and clinical action recommendations. Validated screening tool used in primary care and behavioral health.

1 page12 fieldsHIPAA-ready
Patient Name
Date of Screening
Brief Trauma Description
Repeated, disturbing memories
Repeated, disturbing dreams
Suddenly feeling as if the event were happening again
Avoiding memories, thoughts, or feelings
Avoiding external reminders
Submit
Screening

PTSD Checklist (PCL-5) Screening

PCL-5 screening questionnaire for post-traumatic stress disorder based on DSM-5 criteria. Twenty validated items assessing intrusion, avoidance, cognition/mood changes, and arousal/reactivity symptoms.

3 pages24 fieldsHIPAA-ready
Social Determinants of Health Screening
Patient Information
Food Security
Housing Stability
Utility Difficulties
Transportation Access
Financial Strain
Personal Safety
Social Isolation
Submit
Screening

Social Determinants of Health Screening

SDOH screening covering food security, housing stability, transportation access, financial strain, personal safety, and social isolation. Based on CMS-recommended screening tools for value-based care.

2 pages12 fieldsHIPAA-ready
Patient Name
Date of Birth
Do you Snore loudly?
Do you feel Tired or sleepy during the day?
Has anyone Observed you stop breathing?
Do you have high blood Pressure?
BMI Greater Than 35?
Age Over 50?
Submit
Screening

STOP-BANG Sleep Apnea Screening

STOP-BANG questionnaire for rapid screening of obstructive sleep apnea risk. Eight-item validated tool assessing snoring, tiredness, observed apneas, blood pressure, BMI, age, neck circumference, and gender.

1 page10 fieldsHIPAA-ready
Patient Name
Date of Birth
Do you Snore loudly?
Do you often feel Tired during the day?
Has anyone Observed you stop breathing during sleep?
Are you treated for high Blood Pressure?
BMI greater than 35?
Age over 50 years?
Submit
Screening

STOP-BANG Sleep Apnea Screening

STOP-BANG questionnaire for obstructive sleep apnea risk screening. Eight validated yes/no questions assessing snoring, tiredness, observed apnea, blood pressure, BMI, age, neck circumference, and gender.

1 page12 fieldsHIPAA-ready
Substance Use Screening (CAGE-AID)
Patient Information
Have you felt you should cut down?
Have people annoyed you about your use?
Have you felt guilty about your use?
Have you used first thing in the morning?
Alcohol Use Frequency
Select...
Drug Use Frequency
Select...
Tobacco/Nicotine Use
Select...
Submit
Screening

Substance Use Screening (CAGE-AID)

Substance use screening based on CAGE-AID adapted for drugs and alcohol. Includes frequency assessment, impact evaluation, and readiness for change. For primary care and behavioral health screening.

2 pages12 fieldsHIPAA-ready
Vanderbilt ADHD Assessment
Child's Name
Date of Birth
Relationship to Child
Select...
Fails to give attention to details
Difficulty sustaining attention in tasks
Does not seem to listen when spoken to
Difficulty organizing tasks and activities
Easily distracted by extraneous stimuli
Submit
Screening

Vanderbilt ADHD Assessment

Vanderbilt ADHD Diagnostic Assessment Scale for evaluating attention deficit hyperactivity disorder symptoms in children and adolescents. Covers DSM-5 inattention, hyperactivity-impulsivity, and performance domains.

2 pages18 fieldsHIPAA-ready
Vanderbilt ADHD Assessment Screening
Child's Name
Date of Birth
Child's Age
Grade Level
Select...
Parent/Guardian Name
Difficulty sustaining attention
Does not seem to listen
Easily distracted
Submit
Screening

Vanderbilt ADHD Assessment Screening

Vanderbilt ADHD Assessment Scale for evaluating attention deficit hyperactivity disorder symptoms in children ages 6-12. Parent-reported questionnaire covering inattention, hyperactivity, and behavioral comorbidities.

3 pages18 fieldsHIPAA-ready
Advance Directive Form
Patient Full Name
Date of Birth
Healthcare Proxy Name
Proxy Phone Number
Proxy Relationship
Select...
CPR Preference
Mechanical Ventilation Preference
Artificial Nutrition Preference
Submit
Registration

Advance Directive Form

Document patient advance directive preferences including healthcare proxy designation, living will provisions, and end-of-life care wishes.

3 pages16 fieldsHIPAA-ready
Appointment Request Form
Patient Full Name
Date of Birth
Phone Number
Email Address
New or Returning Patient
Visit Type
Select...
Appointment Booking
9:00
10:00
11:00
Reason for Visit
Submit
Registration

Appointment Request Form

Let patients request appointments online by specifying their preferred dates, times, providers, and reason for visit to streamline your scheduling workflow.

2 pages13 fieldsHIPAA-ready
Clinical Trial Enrollment Form
Full Legal Name
Date of Birth
Phone Number
Email Address
Home Address
Study Name / Protocol Number
Primary Care Physician
Current Medications
+
Add
Submit
Registration

Clinical Trial Enrollment Form

Enroll patients in clinical research studies by collecting eligibility criteria, medical history, informed consent, and study-specific demographic data in a structured multi-page form.

3 pages18 fieldsHIPAA-ready
Emergency Contact Form
Patient Full Name
Date of Birth
Primary Emergency Contact Name
Relationship to Patient
Select...
Primary Contact Phone
Primary Contact Email
Secondary Emergency Contact Name
Secondary Contact Phone
Submit
Registration

Emergency Contact Form

Collect primary and secondary emergency contact details along with authorized representatives for medical decision-making and information release.

2 pages14 fieldsHIPAA-ready
Full Name
Date of Birth
Phone Number
Email Address
Preferred Session Date
Health Topics of Interest
Group Format Preference
Accommodation Needs
Submit
Registration

Group Visit Registration Form

Register patients for group medical visits, shared appointments, and wellness sessions by collecting attendee information, health topics of interest, and participation consent.

1 page10 fieldsHIPAA-ready
Medical Records Release Form
Patient Full Name
Date of Birth
Phone Number
Release Records To (Name/Facility)
Recipient Address
Recipient Fax or Email
Purpose of Disclosure
Select...
Types of Records to Release
Submit
Registration

Medical Records Release Form

Authorize the release of protected health information to specified recipients with HIPAA-compliant consent and detailed scope of disclosure.

2 pages16 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Phone Number
Email Address
Current Diagnosis
Current Treating Physician
Proposed Treatment Plan
Specific Questions & Concerns
Submit
Registration

Medical Second Opinion Request Form

Medical second opinion request form for patients seeking an independent review of their diagnosis or treatment plan. Captures current diagnosis, treatment history, medical records upload, insurance verification, appointment booking, and consent for records release.

3 pages14 fieldsHIPAA-ready
Medication Refill Request Form
Patient Full Name
Date of Birth
Phone Number
Medication Name
+
Add
Dosage and Frequency
Prescribing Provider
Preferred Pharmacy
Pharmacy Phone Number
Submit
Registration

Medication Refill Request Form

Allow patients to submit medication refill requests electronically, reducing phone call volume and streamlining prescription management workflows.

2 pages14 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Date of Accident
Accident Location
Were You the Driver or Passenger
Were You Wearing a Seatbelt
Did Airbags Deploy
Describe How the Accident Occurred
Submit
Registration

Motor Vehicle Accident Intake Form

Document motor vehicle accident details, injury specifics, and auto insurance information for comprehensive personal injury evaluation and treatment.

3 pages22 fieldsHIPAA-ready
Patient Demographics Form
Full Legal Name
Date of Birth
Phone Number
Email Address
Home Address
Gender Identity
Select...
Marital Status
Select...
Preferred Language
Select...
Submit
Registration

Patient Demographics Form

Collect essential patient demographic information including personal details, contact information, and insurance data for new patient registration.

2 pages18 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Email for Portal Access
Mobile Phone Number
Preferred Username
Identity Verification (Last 4 SSN)
Communication Preferences
Appointment Reminder Method
Select...
Submit
Registration

Patient Portal Registration Form

Enroll patients in your online patient portal by collecting account setup information, identity verification, and communication preferences.

2 pages12 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Phone Number
Email Address
Patient Address
Current Provider / Facility
Receiving Provider / Facility
Records Requested
Submit
Registration

Patient Transfer Request Form

A patient transfer request form for healthcare practices, capturing current and receiving provider details, specific records requested, insurance information, and HIPAA-compliant consent for release of medical records.

2 pages14 fieldsHIPAA-ready
Referral Request Form
Patient Full Name
Date of Birth
Phone Number
Insurance Provider
Referring Provider
Referred-To Specialty
Select...
Reason for Referral
Urgency Level
Submit
Registration

Referral Request Form

Streamline the referral process by collecting all necessary patient information and clinical details needed to coordinate specialist consultations.

2 pages15 fieldsHIPAA-ready
School Physical Examination Form
Student Full Name
Date of Birth
School Name
Grade Level
Select...
Parent / Guardian Name
Parent Phone Number
Parent Email
Home Address
Submit
Registration

School Physical Examination Form

Complete school physical examination registration including student demographics, immunization history, medical conditions, and parent/guardian authorization. Meets standard school entry requirements.

3 pages17 fieldsHIPAA-ready
School Physical Examination Form
Student Full Name
Date of Birth
Parent/Guardian Name
Parent/Guardian Phone
School Name and Grade
Immunization Records
Known Allergies
Current Medications
+
Add
Submit
Registration

School Physical Examination Form

Complete school-required physical examination documentation including student demographics, immunization history, medical conditions, and provider clearance for school attendance.

2 pages16 fieldsHIPAA-ready
Self-Pay Patient Registration Form
Full Legal Name
Date of Birth
Phone Number
Email Address
Home Address
Reason for Visit
Online Payment
Pay
Emergency Contact
Submit
Registration

Self-Pay Patient Registration Form

Register self-pay and uninsured patients with transparent fee disclosure, payment method collection, and financial screening to streamline out-of-pocket billing from the first visit.

2 pages12 fieldsHIPAA-ready
Athlete Full Name
Date of Birth
Sport and Position
Parent/Guardian Name
Parent/Guardian Phone
Cardiac Symptom Screening
Family Cardiac History
Concussion History
Submit
Registration

Sports Physical Clearance Form

Evaluate and clear student athletes for sports participation with a pre-participation physical examination form covering cardiac screening, musculoskeletal assessment, and medical history.

2 pages16 fieldsHIPAA-ready
Workers' Compensation Intake Form
Patient Full Name
Date of Birth
Employer Name
Employer Phone
Job Title
Date of Injury
How Did the Injury Occur
Body Part(s) Injured
Submit
Registration

Workers' Compensation Intake Form

Capture detailed workplace injury information, employer details, and claim data required for workers' compensation evaluation and documentation.

3 pages20 fieldsHIPAA-ready
Patient Information
Assessment Date
Sensory Perception
Moisture Exposure
Activity Level
Mobility
Nutrition Status
Friction & Shear
Submit
Assessment

Braden Scale Pressure Injury Risk Assessment

A standardized pressure injury risk assessment form using the Braden Scale, evaluating sensory perception, moisture, activity, mobility, nutrition, and friction/shear to determine patient risk level.

2 pages15 fieldsHIPAA-ready
Patient Information
Sensory Perception
Moisture Exposure
Activity Level
Mobility
Nutrition
Friction & Shear
Total Braden Score & Risk Level
Submit
Assessment

Braden Scale Pressure Injury Risk Assessment

A standardized Braden Scale assessment form for evaluating pressure injury risk across six subscales: sensory perception, moisture, activity, mobility, nutrition, and friction/shear.

1 page8 fieldsHIPAA-ready
Patient Information
Date of Assessment
Blood Pressure (Both Arms)
Lipid Panel Values
Diabetes Status
Smoking Status
Select...
Family History of Premature ASCVD
Risk-Enhancing Factors
Submit
Assessment

Cardiac Risk Assessment Form

A comprehensive cardiac risk assessment form incorporating ASCVD risk calculation, Framingham risk factors, cardiac symptom evaluation, and cardiovascular disease prevention planning.

2 pages16 fieldsHIPAA-ready
Patient Information
Assessment Date
Educational Background
Select...
Orientation (Time & Place)
Immediate Recall
Attention & Calculation
Delayed Recall
Language & Repetition
Submit
Assessment

Cognitive Assessment (MMSE/MoCA)

A structured cognitive assessment form based on the Mini-Mental State Examination (MMSE) and Montreal Cognitive Assessment (MoCA) frameworks, evaluating orientation, memory, attention, language, and visuospatial function.

2 pages15 fieldsHIPAA-ready
Fall Risk Assessment (Morse Fall Scale)
Patient Information
Assessment Date
History of Falling
Secondary Diagnoses
Ambulatory Aid Used
Select...
IV Access / Heparin Lock
Gait Assessment
Select...
Mental Status
Select...
Submit
Assessment

Fall Risk Assessment (Morse Fall Scale)

A standardized fall risk assessment form based on the Morse Fall Scale, evaluating history of falling, secondary diagnoses, ambulatory aids, IV access, gait, and mental status to stratify patient fall risk.

2 pages14 fieldsHIPAA-ready
Functional Independence Measure (FIM)
Patient Information
Assessment Date
Assessment Type
Select...
Primary Diagnosis
Self-Care (Eating/Grooming/Bathing)
Self-Care (Dressing/Toileting)
Sphincter Control
Transfers (Bed/Toilet/Tub)
Submit
Assessment

Functional Independence Measure (FIM)

A comprehensive Functional Independence Measure (FIM) assessment form evaluating self-care, sphincter control, transfers, locomotion, communication, and social cognition to quantify functional disability and rehabilitation progress.

3 pages18 fieldsHIPAA-ready
Infertility / IVF Intake Form
Patient Demographics
Partner Information
Menstrual History
Obstetric History
Previous Fertility Treatments
Reproductive Surgery History
Current Medications/Supplements
+
Add
Lifestyle Factors
Submit
Assessment

Infertility / IVF Intake Form

A detailed fertility treatment intake form covering reproductive history, menstrual and obstetric history, previous treatments, partner information, and treatment goals for IVF and assisted reproduction.

4 pages22 fieldsHIPAA-ready
Mental Status Examination (MSE)
Patient Information
Examination Date
Presenting Complaint
Appearance & Behavior
Psychomotor Activity
Select...
Speech Characteristics
Mood (Patient Report)
Affect (Observed)
Select...
Submit
Assessment

Mental Status Examination (MSE)

A comprehensive Mental Status Examination (MSE) form documenting appearance, behavior, speech, mood, affect, thought process, thought content, perception, cognition, insight, and judgment for psychiatric evaluation.

2 pages16 fieldsHIPAA-ready
Newborn Information
Date & Time of Birth
Gestational Age
Birth Weight / Length / Head Circumference
APGAR Score (1 min)
APGAR Score (5 min)
Delivery Method
Select...
Maternal History
Submit
Assessment

Neonatal Assessment Form

A comprehensive neonatal assessment form capturing APGAR scoring, gestational age determination, newborn physical examination, vital signs, and initial feeding and bonding documentation.

3 pages18 fieldsHIPAA-ready
Orthopedic Injury Assessment Form
Patient Information
Date & Time of Injury
Mechanism of Injury
Select...
Injury Location / Anatomy
Select...
Inspection Findings
Range of Motion
Strength Testing (MRC Scale)
Select...
Provocative Tests
Submit
Assessment

Orthopedic Injury Assessment Form

A structured orthopedic injury assessment form documenting mechanism of injury, musculoskeletal examination findings, neurovascular status, imaging results, and orthopedic treatment planning.

2 pages14 fieldsHIPAA-ready
Pediatric Asthma Severity Assessment
Patient Information
Date of Birth / Age
Assessment Date
Daytime Symptom Frequency
Select...
Nighttime Awakenings
Select...
Rescue Inhaler Use
Select...
Activity Limitation
Select...
Peak Flow / Spirometry
Submit
Assessment

Pediatric Asthma Severity Assessment

A pediatric asthma severity and control assessment form evaluating symptom frequency, nighttime awakenings, rescue inhaler use, activity limitation, and lung function to classify asthma severity and guide treatment.

2 pages14 fieldsHIPAA-ready
Post-Operative Assessment Form
Patient Information
Procedure Performed
Surgery Date
Pain Level (0-10 Scale)
Wound/Incision Status
Select...
Vital Signs
Mobility Assessment
Select...
Nausea/Vomiting Assessment
Select...
Submit
Assessment

Post-Operative Assessment Form

A structured post-surgical recovery monitoring form that tracks pain levels, wound status, mobility, potential complications, and discharge readiness criteria.

2 pages16 fieldsHIPAA-ready
Patient Information
Scheduled Procedure
Surgeon/Provider
Surgery Date
Medical History Review
Current Medications
+
Add
Allergy Verification
Anesthesia Risk Assessment (ASA)
Select...
Submit
Assessment

Pre-Operative Assessment Form

A comprehensive pre-surgical evaluation form covering medical history, anesthesia risk classification, medication review, laboratory results, and overall surgical readiness.

3 pages18 fieldsHIPAA-ready
Rehabilitation Intake Form
Patient Demographics
Referring Provider
Diagnosis/Condition
Date of Onset/Injury
Prior Level of Function
Select...
Current Functional Status
Select...
Mobility Assessment
Select...
ADL Independence Level
Select...
Submit
Assessment

Rehabilitation Intake Form

A comprehensive rehabilitation intake form for patients entering inpatient or outpatient rehab programs, covering functional status, mobility, cognition, and individualized recovery goals.

3 pages20 fieldsHIPAA-ready
Respiratory Assessment
Patient Information
Assessment Date & Time
Respiratory Rate & Pattern
Oxygen Saturation (SpO2)
Supplemental O2 Method/Flow
Select...
Work of Breathing
Select...
Lung Sounds (Bilateral)
Airway Status
Select...
Submit
Assessment

Respiratory Assessment

A comprehensive respiratory assessment form evaluating breathing pattern, lung sounds, oxygen saturation, airway status, cough characteristics, and respiratory interventions for patients with pulmonary conditions.

2 pages15 fieldsHIPAA-ready
Patient Information
Fitzpatrick Skin Phototype
Select...
Chief Dermatologic Complaint
Lesion Location
Select...
Lesion Morphology
Select...
ABCDE Criteria Evaluation
Lesion Dimensions
Dermatologic History
Submit
Assessment

Skin & Dermatology Assessment Form

A detailed dermatologic assessment form for documenting skin lesion characteristics, full-body skin examinations, ABCDE criteria evaluation, and dermatologic treatment plans.

2 pages12 fieldsHIPAA-ready
Patient Information
Symptom Onset / Last Known Well
Level of Consciousness
LOC Questions (Orientation)
LOC Commands
Best Gaze
Visual Fields
Facial Palsy
Submit
Assessment

Stroke Assessment (NIH Stroke Scale)

A structured stroke assessment form based on the NIH Stroke Scale (NIHSS), evaluating level of consciousness, motor function, sensory deficits, visual fields, language, and neglect to quantify stroke severity.

3 pages17 fieldsHIPAA-ready
Suicide Risk Assessment (Columbia Protocol)
Patient Information
Assessment Date & Setting
Suicidal Ideation Severity
Ideation Intensity (Frequency/Duration)
Select...
Intent to Act
Specific Plan
Preparatory Behaviors
Lifetime Attempt History
Submit
Assessment

Suicide Risk Assessment (Columbia Protocol)

A structured suicide risk assessment form based on the Columbia Suicide Severity Rating Scale (C-SSRS), evaluating suicidal ideation severity, intent, plan, behavior history, and protective factors.

3 pages16 fieldsHIPAA-ready
Swallowing & Dysphagia Assessment Form
Patient Information
Referring Provider
Relevant Medical History
Current Diet Texture Level
Select...
Oral Motor Examination
Cranial Nerve Assessment
Swallowing Trials - Thin Liquids
Swallowing Trials - Puree/Soft
Submit
Assessment

Swallowing & Dysphagia Assessment Form

A comprehensive swallowing and dysphagia assessment form documenting oral motor examination, swallowing trials across IDDSI texture levels, aspiration risk indicators, and diet texture recommendations.

2 pages14 fieldsHIPAA-ready
Wound Assessment & Documentation
Patient Information
Assessment Date
Wound Type/Etiology
Select...
Anatomical Location
Wound Dimensions (L x W x D)
Wound Bed Tissue
Exudate Type & Amount
Select...
Periwound Skin Condition
Submit
Assessment

Wound Assessment & Documentation

A comprehensive wound assessment and documentation form for evaluating wound type, dimensions, tissue characteristics, drainage, and healing progress across all care settings.

2 pages16 fieldsHIPAA-ready
Assignment of Benefits Form
Patient Name
Insurance Provider
Policy Number
Group Number
Authorization Statement
Release of Information Consent
Sign
Patient Signature
Sign here
Date
Submit
Billing

Assignment of Benefits Form

Authorize insurance reimbursement payments to be sent directly to the healthcare provider, ensuring faster claims processing and reducing out-of-pocket burden on patients.

1 page8 fieldsHIPAA-ready
Charity Care Application Form
Patient Name
Date of Birth
Phone Number
Home Address
Household Size
Employment Status
Select...
Gross Annual Household Income
Sources of Income
Submit
Billing

Charity Care Application Form

Process patient applications for charity care and financial assistance programs by collecting income verification, household details, hardship documentation, and eligibility acknowledgment.

2 pages16 fieldsHIPAA-ready
Financial Agreement Form
Patient Name
Account Number
Insurance Status
Select...
Payment Plan Options
Estimated Costs
Online Payment
Pay
Billing Address
Financial Agreement
Sign
Submit
Billing

Financial Agreement Form

Establish clear financial expectations between patients and your practice by documenting payment responsibility, billing policies, and available payment plan options.

2 pages10 fieldsHIPAA-ready
Good Faith Estimate Form
Patient Name
Date of Birth
Patient Address
Scheduled Service Date
Primary Service Description
Diagnosis Code (ICD-10)
Service Billing Codes (CPT/HCPCS)
Estimated Charge per Service
Submit
Billing

Good Faith Estimate Form

Provide uninsured and self-pay patients with an itemized, upfront estimate of expected charges for scheduled healthcare services in compliance with the No Surprises Act.

2 pages14 fieldsHIPAA-ready
Patient Full Name
Date of Birth
Phone Number
Patient Account Number
Original Payment Date & Amount
Original Payment Method
Select...
Reason for Refund
Select...
Detailed Explanation
Submit
Billing

Patient Refund Request Form

A patient refund request form for healthcare billing departments, capturing original payment details, reason for refund, supporting documentation, and preferred refund method for efficient processing.

2 pages12 fieldsHIPAA-ready
Patient Name
Account Number
Total Balance Owed
Monthly Payment Amount
Number of Installments
Payment Start Date
Online Payment
Pay
Payment Plan Agreement
Sign
Submit
Billing

Payment Plan Agreement Form

Formalize installment payment arrangements between patients and your practice by documenting the total balance owed, monthly payment amount, schedule, accepted methods, and default terms.

1 page10 fieldsHIPAA-ready
Patient Demographics
Date of Birth
Insurance Information
Requesting Provider
Provider NPI Number
Diagnosis Code (ICD-10)
Procedure / Medication Requested
+
Add
CPT / HCPCS / NDC Code
Submit
Billing

Prior Authorization Request Form

Prior authorization request form for submitting insurance pre-authorization requests for medications, procedures, and specialist referrals. Captures patient demographics, insurance details, clinical justification, diagnosis codes, and supporting documentation uploads.

2 pages14 fieldsHIPAA-ready
Prior Authorization Request Form
Patient Information
Insurance Provider
Policy/Group Number
Diagnosis Code (ICD-10)
Procedure/Service Requested
CPT Code
Medical Necessity Justification
Supporting Documentation Upload
Upload file
Submit
Billing

Prior Authorization Request Form

Streamline the insurance prior authorization process for medical procedures, diagnostic tests, and medications with a structured request form that captures all required clinical and administrative details.

2 pages14 fieldsHIPAA-ready
Patient Name
Date of Birth
Phone Number
Household Size
Employment Status
Select...
Employer Name
Gross Annual Household Income
Sources of Income
Submit
Billing

Sliding Scale Fee Application

Application form for patients requesting income-based sliding scale fees, collecting household size, income documentation, employment status, and hardship details to determine eligibility for reduced-cost care.

2 pages14 fieldsHIPAA-ready
Superbill / Encounter Form
Patient Name
Date of Service
Insurance Information
Rendering Provider
Place of Service
Select...
Primary Diagnosis (ICD-10)
Secondary Diagnosis (ICD-10)
Procedure Codes (CPT/HCPCS)
Submit
Billing

Superbill / Encounter Form

Standardized superbill and encounter form for documenting services rendered, diagnosis codes, procedure codes, and charges at the point of care. Streamlines claims submission and reduces billing errors for medical practices.

2 pages16 fieldsHIPAA-ready
Patient Name
Date of Service
Account Number
Rendering Provider
Visit Type
Select...
Primary Diagnosis (ICD-10)
Secondary Diagnosis (ICD-10)
Procedures Performed (CPT)
Submit
Billing

Superbill / Encounter Form

Document encounter details, diagnosis codes, and procedure codes on a standardized superbill to streamline insurance claim submission and patient billing after each visit.

2 pages16 fieldsHIPAA-ready
Date of Last Annual Visit
General Health Perception
Health Changes Since Last Visit
Exercise Frequency
Select...
Nutrition Quality Self-Rating
Tobacco / Alcohol Use
Sleep Quality
Mood & Anxiety Screening
Submit
Survey

Annual Wellness Check-In Survey

Yearly wellness survey capturing patients' self-reported health status, lifestyle habits, preventive care compliance, mental health screening, and health goals. Supports proactive care planning and population health management.

3 pages14 fieldsHIPAA-ready
Appointment Feedback Survey
Scheduling Ease
Appointment Availability
Pre-Visit Communication
Check-In Experience
Wait Time Rating
Waiting Room Comfort
Staff Communication About Delays
Check-Out Process
Submit
Survey

Appointment Feedback Survey

Appointment-focused feedback survey covering scheduling ease, check-in process, wait times, and overall office experience. Helps practices optimize patient flow and operational efficiency.

1 page10 fieldsHIPAA-ready
Caregiver Name
Relationship to Care Recipient
Select...
Care Recipient's Primary Condition
Caregiving Hours Per Week
Select...
Types of Care Provided
Emotional Burden Assessment
Social Isolation & Relationship Impact
Financial Strain Assessment
Submit
Survey

Caregiver Burnout Assessment Survey

Caregiver burnout and stress assessment survey based on Zarit Burden Interview style questions. Evaluates caregiver burden, emotional exhaustion, caregiving situation, self-care habits, support needs, and resource referral consent for family and professional caregivers.

2 pages12 fieldsHIPAA-ready
Discharge Survey
Patient Name
Discharge Date
Discharge Instruction Clarity
Medication Understanding
Follow-Up Plan Clarity
Warning Signs Explained
Caregiver Included in Education
Readiness to Manage Care at Home
Submit
Survey

Discharge Survey

Discharge feedback survey for patients leaving a hospital or facility stay. Covers discharge instruction clarity, medication understanding, follow-up planning, and readiness to manage care at home.

2 pages12 fieldsHIPAA-ready
Department / Role
Select...
Years at Organization
Select...
Overall Physical Health Rating
Overall Mental Health Rating
Stress Level at Work
Average Sleep Quality
Weekly Exercise Frequency
Select...
Musculoskeletal Pain or Discomfort
Submit
Survey

Employee Health & Wellness Survey

Comprehensive employee health and wellness survey designed for healthcare organizations to assess staff physical health, mental wellbeing, workplace ergonomics, and access to wellness resources. Helps identify burnout risks and improve employee retention.

2 pages14 fieldsHIPAA-ready
Confidence Reading Medical Materials
Understanding Prescription Labels
Filling Out Health Forms Independently
Understanding Lab Results and Numbers
Need Help Reading Hospital Materials
Comfort Asking Questions During Visits
Preferred Health Information Format
Language Preference for Materials
Select...
Submit
Survey

Health Literacy Assessment Survey

Health literacy assessment survey evaluating patients' ability to understand medical instructions, navigate the healthcare system, and make informed health decisions. Based on validated health literacy screening approaches.

1 page10 fieldsHIPAA-ready
Net Promoter Score (NPS) Survey
Likelihood to Recommend (0-10)
Primary Reason for Score
How Long a Patient
Select...
What We Do Well
What We Could Improve
Contact Permission
Submit
Survey

Net Promoter Score (NPS) Survey

Streamlined Net Promoter Score survey measuring patient loyalty through the standard 0-10 recommendation question, supplemented with reason drivers and open comments. Quick to complete with high response rates.

1 page6 fieldsHIPAA-ready
Visit Date
How Did You Find Us
Select...
Scheduling Ease
Pre-Visit Instructions Clarity
Registration / Paperwork Experience
Front Desk Staff Helpfulness
Wait Time Satisfaction
Provider Communication Quality
Submit
Survey

New Patient Onboarding Feedback Survey

Gather feedback from new patients about their onboarding experience including registration ease, staff helpfulness, wait times, communication clarity, and overall first impressions. Essential for optimizing the new patient journey.

2 pages12 fieldsHIPAA-ready
Patient Satisfaction Survey
Overall Care Rating
Provider Communication
Staff Friendliness
Wait Time Satisfaction
Facility Cleanliness
Ease of Scheduling
Treatment Explanation Clarity
Billing Transparency
Submit
Survey

Patient Satisfaction Survey

Comprehensive patient satisfaction survey measuring overall care quality, provider communication, office environment, and likelihood to recommend. Aligned with CAHPS standards for healthcare quality improvement.

2 pages14 fieldsHIPAA-ready
Post-Visit Follow-Up Survey
Patient Name
Visit Date
Current Symptom Status
Medication Adherence
Side Effects Experienced
Prescriptions Filled
Follow-Up Tests Scheduled
Pain Level
Submit
Survey

Post-Visit Follow-Up Survey

Post-visit follow-up survey to check on patient status, medication adherence, symptom changes, and care plan compliance after a recent appointment. Supports proactive care continuity.

1 page10 fieldsHIPAA-ready
Provider Rating Survey
Provider Name
Visit Date
Listening and Attentiveness
Explanation Clarity
Time Spent with Patient
Empathy and Bedside Manner
Shared Decision-Making
Confidence in Provider
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Survey

Provider Rating Survey

Provider-focused rating survey measuring individual clinician performance across communication, empathy, clinical competence, and trust. Supports provider development and performance reviews.

1 page10 fieldsHIPAA-ready
Referral Feedback Survey
Referring Provider
Specialist Seen
Referral Reason Clarity
Scheduling Assistance
Wait Time for Specialist
Select...
Records Available at Specialist
Care Coordination Rating
Comments on Referral Experience
Submit
Survey

Referral Feedback Survey

Referral experience survey evaluating how smoothly patients transitioned from their primary provider to a specialist. Covers referral coordination, wait times, and information transfer quality.

1 page8 fieldsHIPAA-ready
Staff Satisfaction Survey
Department / Unit
Select...
Employment Type
Leadership Satisfaction
Communication Quality
Compensation & Benefits Satisfaction
Professional Development Opportunities
Team Culture & Collaboration
Safety Raising Concerns
Submit
Survey

Staff Satisfaction Survey

Measure staff satisfaction across key workplace dimensions including leadership, communication, compensation, professional development, and team dynamics. Built for healthcare organizations seeking to improve retention and workplace culture.

2 pages12 fieldsHIPAA-ready
Telehealth Experience Survey
Visit Date
Technology Ease of Use
Audio Quality
Video Quality
Technical Difficulties
Provider Engagement
Privacy Comfort Level
Effectiveness vs In-Person
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Survey

Telehealth Experience Survey

Telehealth-specific survey evaluating the virtual visit experience including technology usability, audio/video quality, provider engagement, and overall satisfaction with remote care delivery.

1 page10 fieldsHIPAA-ready
Telehealth Readiness Assessment Survey
Patient Name
Available Device Type
Internet Connection Type
Select...
Internet Reliability Rating
Private Space for Video Visit
Prior Video Call Experience
Comfort with Health Apps / Portals
Able to Upload Documents / Photos
Submit
Survey

Telehealth Readiness Assessment Survey

Assess patient readiness for telehealth visits by evaluating technology access, device availability, internet connectivity, digital literacy, and comfort level with virtual healthcare. Helps practices identify patients who need support before their first virtual visit.

2 pages12 fieldsHIPAA-ready
Treatment Outcome Survey
Treatment Received
Treatment Date
Symptom Improvement Rating
Pain Level Compared to Baseline
Functional Status Change
Daily Activity Ability
Side Effects Experienced
Sleep Quality Change
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Survey

Treatment Outcome Survey

Patient-reported outcome survey measuring treatment effectiveness, symptom improvement, functional status changes, and overall satisfaction with treatment results. Supports PRO data collection for quality programs.

2 pages12 fieldsHIPAA-ready
Wait Time Feedback Survey
Appointment Time
Arrival to Check-In Wait
Select...
Check-In to Exam Room Wait
Select...
Exam Room to Provider Wait
Select...
Were You Informed of Delays
Wait Time Acceptability
Impact on Overall Experience
Suggestions to Reduce Wait
Submit
Survey

Wait Time Feedback Survey

Focused survey on patient wait times throughout the visit, from arrival through check-out. Identifies bottlenecks in patient flow and measures the impact of wait times on overall satisfaction.

1 page8 fieldsHIPAA-ready

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Why use healthcare form templates?

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Every Formisoft template is designed specifically for healthcare. That means HIPAA-ready field types, proper data handling for protected health information (PHI), and built-in compliance features like audit logging and encryption. Unlike generic form builders, our templates understand healthcare workflows out of the box.

All templates are fully customizable. Add or remove fields, rearrange pages, set up conditional logic (like showing medication details only when a patient indicates they take medications), and apply your practice’s branding — your logo, colors, and fonts. Or skip templates entirely and build with AI.