Upgrade your therapy practice with this Client Intake Form, specially created for physical therapists and occupational therapists. Delivered as a fillable, printable PDF, this form streamlines how you collect and manage new patient information—making paperwork efficient, professional, and stress-free.
Designed for busy therapy clinics and solo practitioners alike, this form reduces intake errors, speeds up onboarding, and improves client experience. It’s perfect for both in-person visits and virtual consultations.
By choosing this intake template, you’re investing in streamlined documentation, enhanced professionalism, and a smoother intake process that reflects the quality of care you provide.
✦ SECTIONS ✦
Patient Information
Primary Insurance
Secondary Insurance
Medical History (human outline included)
Pain Scale
Medications
Surgeries
Medical Conditions
Goals for Treatment
Additional Information
✦ FEATURES ✦
➔Printable - just print and start writing
➔Computer/Laptop/Tablet
- Tablet: reMarkable, iPad, etc.
- Apps: GoodNotes, Notability etc.
- Fillable PDF: get FREE Adobe Acrobat Reader https://get.adobe.com/reader/
➔Size - US Letter 8.5x11 & A4 8.27x11.69
REMINDER: This digital download is for personal use. If you would like to redistribute (make multiple copies) and share online, distribute as handouts for clients, groups and workshops etc., you can purchase the Redistribution License by CLICKING HERE. Purchase only ONE time and it’s good for ALL past and future purchases at CC Digital Studios Website, Etsy and TPT.
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