Medical Intake Form

There aren’t exactly hard and fast medical intake form rules that determine the information that needs to be in these documents. Because intake forms are designed to make your life easier, you get to have a lot of say in what goes in them. Nevertheless, there are a few areas that we think are absolutely necessary for intake forms, including:

• Patient’s personal and contact details
• Past medical history (including family history)
• Why the patient is seeking treatment at your practice
• Goals for treatment
• Insurance information

After the intake forms have been completed, you should store the data somewhere accessible and secure. The information is protected and you need to adhere to HIPAA guidelines. The best way to guarantee that patient privacy remains protected is to use an online system, like an EHR or practice management platform. These systems are integrated with electronic and physical safeguards that protect patient data round-the-clock, preventing any possibility of a data leak or hack.

We recommend giving the intake form template to a patient a few days before their first appointment. This will give them enough time to complete the form and get it back to you before the day of their appointment. By having the data uploaded into the system prior to when the patient comes in the practice, the onboarding process will be much more seamless.