Patient intake forms are a must-have for every physical therapy clinic. In fact, you may even be required by law to have one. However, if you are busy starting your practice or need an update, then use this physical therapy patient Intake form template to create one and guarantee better patient care and services.
Patient intake forms are a must-have for every physical therapy clinic. In fact, you may even be required by law to have one.
However, if you're just getting started or want to revamp your intake paperwork, then this template will help.
Below you can download a Free Intake Form Template for Physical Therapy Patients.
What is a Physical Therapy New Patient Intake Form?
One of the most important documents your office will use is the physical therapy patient intake form. This document allows you to assess a patient's medical history, past treatment, and current condition. Intake forms also uncover details about a patient's insurance coverage and any prescription drugs they take. The information discovered on an intake form can be an essential tool in helping you develop an effective treatment plan for your patients.
Patient intake forms help your physical therapy practice make sure that each patient understands his or her obligations and gives consent to a course of treatment. Treatment consent, privacy practices and statement of financial obligations will be clearly communicated with patients.
The forms will be used to establish a system of accountability and responsibility between you and your patients. It is important to keep in mind that when patients sign their consent form, they are agreeing to participate in a course of treatment that may include the use of physical therapy modalities such as ultrasound, electrical stimulation and manual therapy.
What are the requirements for a Physical Therapy Intake Form?
A patient intake form, like an agreement between two parties, must state and clearly define all expectations—as well as the patient's current health conditions and history.
Let's look at the essential information that you must collect using your intake form.
1. Patient Information
The first section of the form should contain all relevant information about your patient that is important when it comes to contacting them. Here’s a list of personal questions you can include in yours:
First Name
Middle Name
Last Name
Sex at Birth
Gender Identity
Date of Birth
Home Phone Number
Mobile Phone Number
Address
Email
Preferred method of contact (email, sms, or phone)
2. Demographic Data
Collecting demographic data about the people you treat can help identify risks, lifestyle, and give insight into treatment possibilities.
Age
Marital Status (Single, Married, Separated, Divorced, Widower)
Employment Status (Employed, Unemployed, Part-time/Contractual worker, Self-Employed)
3. Medical History and Current Condition
Gathering information about your patients’ health and medical history is an essential part of providing quality care. While you want to ask all the appropriate questions, make sure that they are not too long or inconvenient so that people will actually fill them out!
Injury or Major Complaint:
Start Date
Cause
Location of Injury
How would you describe your pain?: Sharp/Shooting/Dull/Sore/Stiff
What is the current pain rating? (0-10):
What is the worst pain rating? (0-10):
What is the best pain rating? (0-10):
Pre-existing health conditions (Check all that apply)
Are any of these conditions hereditary? (If yes, give details)
List of surgeries, if any (Mention the year)
Allergies, if any (Check all that apply)
Are you currently pregnant? (Yes or No; If yes, mention due date)
Do you currently smoke? (Yes or No)
How often do you drink? (Never, Rarely, Socially, Regularly)
Do you consume any illicit drugs? (Yes or No; If yes, give details)
Any previous injuries? (Yes or No; If yes, give details)
4. Payment Details
Collecting insurance and payment details ahead of time will mitigate billing risks and insurance eligibility problems. Because this information is sensitive, it is recommended to use a secure digital patient forms software rather than collecting it on paper.
Do you have insurance? (Yes or No; If yes, give details)
Medicare (Yes or No)
Picture of insurance card (front and back)
How would you like to pay for your treatment? (credit card, invoice, etc.)
Credit Card details
Picture of Drivers License or ID card
5. Consent, Obligations and Signature
Intake forms act as an agreement or understanding between you and your patient. These obligations and authorizations should be clear to both parties. Consider the following when creating your intake forms.
Financial Policy
Cancellation Policy
Notice of Privacy Practices (NOPP)
Release of Protected Health Information
Consent for Treatment and Procedures
Digital Patient Intake Forms for Physical and Occupational Therapy
Not all therapy intake forms are created equal. The
found in a recent study that, “81% of patients surveyed prefer digital forms over paper and clipboards, with 83% stating they want to complete forms online before coming into the healthcare facility.”
Digital patient intake forms replaces the need for paper intake forms. Patient forms software enables patients to submit information electronically, which is then seamlessly integrated with the practice’s electronic health record (EHR) and practice management software.
A digital platform has substantial advantages of its paper predecessor including:
Faster Intake
Not printing/scanning
No manual data entry (typing) into your EHR
Improved Patient Experience
Learn more about Digital Patient Intake Forms for Physical Therapy or speak with one our representatives today.