Intake templates

Learn about each client's health and preferences before their first treatment. It asks about medications, allergies, injuries, skin type, stress level and session goals, and ends with a signature.

Collect your clients' medical background so every massage is safe and tailored. It covers emergency contact, medical conditions, medications, surgeries, allergies, pregnancy and focus areas, with a signature.

Gather each client's personal details, pain history and areas of discomfort before their massage session. Built for therapists and spas who want to plan a tailored treatment and schedule the visit in the same step.

Capture contact information, an emergency contact, medications and the discomfort history of people coming to your massage therapy practice. It helps you understand habits, sleep posture and affected areas before the first session.

Gather each party's personal, family, employment and financial background before the first session. Built for family and divorce mediators who want a clear picture of the case and the likely points of disagreement from day one.

Captures the presenting problem, personal and family history, physical exam notes, allergies and current medicines with dosages on one sheet. Suits pharmacies and practices that want a quick patient snapshot.

Gather a new patient's full history in one form. It spans personal details, tuberculosis screening, vaccinations, allergies, sexual health, family and surgical history, specialty histories, medications and supplements.

Insurance advisors collect a client's current coverage, Medicare enrollment, prescriptions, doctors and income, plus the same for a spouse, ahead of the meeting. With that in hand they can recommend the Medicare plan that best suits each household.

Prepare a first men's health visit with a complete history. It gathers personal and contact details, tobacco and alcohol use, hormonal and urinary symptoms, sleep, diet, medications, and personal and family medical history.

A careful, unhurried intake for mental health services, written with empathetic language.

Captures a new patient's full history before their first mental health appointment. It covers current symptoms, self-harm risk, medical and psychiatric background, family history, habits and personal circumstances.

Gathers each incoming student's studies, career goals, interests and availability for the mentoring program. Helps the mentor know their mentee from the first meeting and offer better support.

Learn about each client's skin, past treatments and expectations before their first microdermabrasion session. Helps beauty studios plan a safe, tailored treatment.

Reviews a client's medical history, recent treatments and allergies before booking a microdermabrasion session. Each yes answer opens room for details, and the client signs a declaration at the end.

Helps skincare professionals decide whether a client is a good candidate for microneedling. It asks about skin concerns, past treatments and health, and lets the client pick a consultation date and time.

Opens a file for every new client with contact details, birthday and any past reaction to colour products. It also captures how they found the studio and a signature accepting the booking policy. Built for stylists and beauty studios that run on appointments.

Register new patients ahead of their first in-person or telehealth visit. It collects contact details, insurance with card photos, symptoms, chronic conditions, medications, allergies and lifestyle habits, plus an e-signature.

A new-patient questionnaire that gathers allergies, current medication, family and social background, previous surgery and lifestyle habits. It then maps where the pain sits, how severe it is and what triggers it, along with every therapy, injection and imaging study already attempted. Clinical staff receive an organised record before the first appointment.

A multi-page intake that reveals extra questions for new patients.

Gather every drug a patient currently takes in one place, along with allergies and habits such as tobacco, alcohol or caffeine. Gives doctors and practices a complete picture before prescribing anything new.

Capture the first details from families contacting your pediatric therapy clinic. It notes the child's age, any diagnosis, insurance, preferred location and the next step for your staff.

Gathers personal details, an emergency contact and health background from each client ahead of a permanent makeup procedure. The client signs to confirm the information is accurate.

Onboard a new traffic-ticket client by recording the citation, court date, driving history and insurance record. Signature blocks for the client and a firm representative formalize the engagement.

Owner and pet details, history, and reason for visit for veterinary clinics.

Capture the main goal, measurements, city and budget of anyone starting a weight management programme. Wellness coaches and nutrition advisers use it to screen requests and prepare the first call. It takes under two minutes to fill in from a phone.