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FREE TEMPLATE / HEALTHCARE, WELLNESS AND FITNESS

Client Intake and Consent Form

A new client form for a wellness or allied health practice that collects contact and health details and records consent to the service and the cancellation policy. Only the client signs.

For the United States, Canada, the United Kingdom and Australia.

The PDF is free to download. Centilio Sign is free to start.

HEALTHCARE, WELLNESS AND FITNESS / FREE TEMPLATEClient Intake and Consent FormDateDatePracticePracticeServiceServiceClientSignature: Ready
PDF, 2 pages, 11 KB
THE DOCUMENT

Read it, fill it in, print it

The whole document, exactly as it prints. Type your answers and they appear in the document as you go. When it reads right, print it or save it as a PDF.

Client Intake and Consent Form

A new client form for a wellness or health practice, with the client's consent to the service. Template v1.0.

Date: Date

Practice: Practice

Service: Service

Practitioner: Practitioner

1. Client details

The client (the Client) fills in this form before the first appointment with the practice named above (the Practice).

Date of birth (optional): Client fills this in when signing

Phone: Client fills this in when signing

Email: Client fills this in when signing

Emergency contact name and phone: Client fills this in when signing

2. Health information

This helps the practitioner give the service safely. The Client should mention anything that may matter, even if it seems minor.

Health conditions, injuries or allergies (optional): Client fills this in when signing

Medications and supplements (optional): Client fills this in when signing

The Practice keeps this information private and uses it only to provide care, as the privacy law where it operates requires.

The information on this form is true and complete, and the Client will tell the Practice about any change. Client

3. Consent

The practitioner will explain the service and check in during it. The Client may ask questions or ask for changes at any time.

The Client understands the service is not a substitute for diagnosis or treatment by a doctor, and that they may stop it at any time. Client

The Client consents to receive the service named above. Client

4. Cancellation policy

Please give at least 24 hours notice to cancel or move an appointment. Late cancellations and missed appointments may be charged the full fee.

The Client agrees to the cancellation policy above. Client

ClientSignatureNameDate
THE DOCUMENT

What it covers

The template has 4 parts.

  1. Client details
  2. Health information
  3. Consent
  4. Cancellation policy
BEFORE YOU START

What you will be asked

Have these details ready. The template needs them before anyone signs.

  • What service is the client booking?
  • Who is the practitioner?Optional
THE PEOPLE

Who signs

Everyone the template names, and what each one does.

  • ClientSigns
THE RIGHT TEMPLATE

Where it fits

For practices such as massage, physiotherapy, chiropractic, acupuncture or personal training taking on a new client. Medical clinics may need their own patient registration and treatment consent forms.

A CAREFUL CHECK

Before you rely on it

Original Centilio wording, not legal advice. Health privacy law where the practice is, such as HIPAA, PIPEDA and provincial health privacy acts, UK GDPR or the Australian Privacy Principles, may require a privacy notice and set rules for keeping these records. Check those and the consent rules for your profession before you approve it.