Patient Management & Recordkeeping Samples
Record Keeping Checklist
New Patient Intake Checklist
Consent to Treatment Form
Patient Management Communication Risks Discussion
Clinic Sign-in Sheet
Sample Format for a History and Exam
Sample of Additions to Chart Notes
Progress Report and Samples
Herbal Therapy Only Consult Form
Avoiding Sexual Impropriety Lawsuits
Patient Communication Tips
Patient’s Understanding is the Key to Success
Patient Health History
Patient Confidential Information
SOAP Notes Format
Clinic Financial Policy Form
Herb Instruction (bulk,patent)
Hardship Waiver Form
2013 Federal Poverty Guidelines. These guidelines are updated every year, but are easy to find online.
Infertility Patient Intake Form
Form for Doing a Free Consultation
Terminating a Clinical Relationship Legally