Guide to Private Practice Referral Forms

Learn which client forms are essential when launching your wellness practice.

One of the first, and most important, steps to building a private practice is to create your new client intake forms. Essentially, this paperwork consists of the policies and agreements that you would like each new patient to complete prior to working together. Many providers feel like they can’t launch their wellness practice until they have their intake forms finalized.

New client forms are essential: they protect your wellness practice by collecting signed policies and forms from patients that outline expectations, legal practices and financial agreements. Operating without these necessary intake forms puts your business at risk, both financially and legally.

In this guide, we’re breaking down this barrier to launching by outlining which client forms you really need for your new wellness practice. Plus, we’re sharing sample copies of each client form for you to leverage in your wellness practice.

Table of Contents:

  • HIPAA Notice of Privacy Form
  • Financial Agreement Form
  • Cancellation Policy Form
  • Medical Release Form
  • Nutrition Counseling Referral Form
  • Testimonial Waiver Form

Already a Healthie member? These forms, as well as many other practice forms, are automatically included for free in your Forms Library.

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