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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.

First page of the Client Intake and Consent Form template
PDF, 2 pages, 11 KB
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.