Are you looking for forms? Do you need help documenting your work? We
have the forms you need!
In
the books listed here, you can find comprehensive packets
of frequently-used forms to keep your practice professional and
organized. If you take insurance cases, both Hands Heal and the Insurance
and Practice Building Books will help guarantee you get
paid! Documents are easily copied from paper masters or each
book’s enclosed CD-ROM. Forms are in .PDF files compatible
with Mac or Windows.

Appointment
Books & Organizers
The premier organizer designed for massage
therapists, also has intake forms, including a 13-month calendar
and much more.

Hands
Heal Essentials:
Documentation for Massage Therapists
By Diana L. Thompson
If
you do not bill insurance, this is the book for you.
This version of Diana Thompson’s
book provides all the documents you need for record-keeping.
It includes specific charts for table massage, chair
massage, energy work and spa therapies including health history,
SOAP charts and progress notes.
BLANK FORMS
1.
Health Information – Wellness Chart (short
version)
- Standard version: Female, Male, non-gender
- Seated version: non-gender only
- Sports version for events: non-gender
2. Health Information - (extended version)
Annual History
Form: non-gender
3. Health Report (Progress Summaries): Female, Male, non-gender
4. Wellness Charts (Progress Notes)
- Standard Version: Female, Male, non-gender
- Seated Version: non-gender only
- Sports Version (see Health Information)
5. SOAP Charts (Treatment Notes)
- Long Version: Female, Male, non-gender
- Short Version: Female, Male, non-gender
6. Range of Motion Chart: Test Notes

Hands Heal:
Communication, Documentation and Insurance Billing for Massage Therapists
By Diana L. Thompson
If you do insurance billing, this 3rd edition has the forms you need
for documenting your work and billing insurance. It includes health history
forms for both men and women, pain and disability index forms, in-depth
intake forms and much more. Includes many suggestions as well as sample
letters for communicating with medical and legal professionals, and case
studies showing how to use completed forms.
BLANK FORMS
1. Health Information (History and Intake)
- Health Information: Annual
History Form
- Wellness
Chart – Female, Male, non-gender, Seated (may also be used
as an Alternative to Health Information form for
Healthy Patients Seeking Wellness Care)
2. Injury Information
3. Billing Information: For billing
any 3rd party
4. Prescription Forms: To be
completed by care providers
5.
Health Reports, (Progress Summaries): Female, Male, non-gender
6. Pain Questionnaires (For Injured Clients)
- Neck Pain
and Disability Index (revised Vernon-Mior)
- Low Back
Pain and Disability Index (revised Oswestry)
- Functional
Rating Index
7.Initial Report (When Patient Does Not Receive Treatment)
8. SOAP Charts (Treatment Notes)
- Long Version,
Female, Male, non-gender
- Short Version, Female, Male, non-gender
9.Wellness Charts(Progress Notes)
- Standard
Version, Female, Male, non-gender
- Seated Version,
Non-gender only
- Sports version
for events, non-gender
10. Range of Motion Chart: Test Notes
11.
Patient’s
Release of Health Care Information (two versions)
12.
Insurance Status – Personal
Injury: To be
completed by attorney
13. Contractual Guarantee of Payment for Medical Services: Includes
protection statement
14. Insurance Verification (and Verification Worksheet)
15. Payment Log

Insurance
& Practice Building Books
By Vivian Madison-Mahoney
Two
books by this author, The Comprehensive Guide to Insurance
Billing and Manipulate Your Future provide many billing forms.
They include forms specific to personal injury and worker’s
compensation, late payment forms, and forms for use in communicating
with physicians and insurance companies. In both books,
the author coaches you through the process of billing. You also
receive free insurance email updates from the author for two years
after purchase.
BLANK
FORMS
Prescription/Letter of Referral
To be
completed by care providers
History/Intake Form
Release of Records and Agreement to Pay
Personal
Injury/Auto Accident or Slip & Fall Case
Includes
injury/billing information
Attorney Letter of Protection
Workers’ Compensation
Case
Includes
injury/billing information
Release of Medical Information
Notification of Florida Personal Injury Treatment
Phone Verification of Coverage
Confirmation of Phone Verification or Authorization
History/Initial Visit Report
Streamlined
SOAP notes
Patient Therapy Documentation
Muscles Involved in Treatment Session
Patients Daily Progress Notes
Interim Report (Progress Update and/or Muscle Testing Report)
Request for Copies
To Insurance
Company, Attorney or others who request copies
Attorney Letter of Protection/Payment Status
Delay
of Payment Notice (Florida Workers’ Compensation)
Insurance Company Late Payment
Unpaid Balance Due on Your Account
Authorization for Direct Payment of Insurance Benefits to Medical Provider
Understanding
Insurance & Payment Agreement
To be
completed by patient
Other Insurance Protection Notice to Patient
Standard
Disclosure and Acknowledgment Form (Personal Injury Protection – Initial
Treatment or Service Provided) – For Florida
Free Reproducible Office Forms
Available
from Cherie Sohnen-Moe,
author of Business
Mastery.
Visit
Sohnen-Moe's website to view these forms.