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Forms for Documentation and Insurance

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.