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Client Intake Form

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Monica Faux-Kota Client Intake Form - Pregnancy Massage

Personal Information:

Name:    Referred by:

Address:    Zip code:    Phone #:

E-mail Address:

Today’s Date:    Birth date:    Occupation:

General Information:

It is our intention to provide you a safe and nurturing experience during or after your pregnancy. We need to be aware of conditions you have experienced in order to modify your session(s) in the best interest of you and your baby. Please carefully review and complete the information on the intake and release forms with your healthcare provider and obtain the necessary signatures before arriving at your first massage appointment.

Massage therapy during pregnancy or postpartum is not intended to replace prenatal and postpartum care. Used as a form of adjunctive healthcare, potential benefits include:

• Reduces stress and promotes relaxation and normal blood pressure

• Relieves muscle spasms, cramps, and myofascial pain, especially in the back, hips and legs.

• Increases blood and lymph circulation and supports the physiological process of pregnancy.

• Reduces stress on weight-bearing joints and eases musculoskeletal strain and pain.

• Provides emotional support and physical nurturance

• Enhances a woman’s kinesthetic awareness and her ability to relax deeply which may be helpful during delivery.

• Offers labor supportive techniques that may increase comfort during labor.

• Promotes shorter, less painful labors and reduction of complications, including prematurity, and interventions.

• Assists postpartum restoration of abdomen and weight-bearing muscles and joints.

• Provides new mothers postpartum support with the physical and emotional aspects of infant care.

• Promotes healing, including post-cesarean scars.

Prenatal Intake and Health History

1. What discomforts, pain, or other needs are you hoping to have addressed through massage therapy?

2. In what week of your pregnancy are you? What is your estimated due date?

Week:    Estimated due date:

3. Who is your birth partner?

4. Please describe your birth vision:

5. Do you have any medical conditions or current surgeries / procedures unrelated to pregnancy that I should be aware of?

6. Are you currently experiencing any infection or disorder?

7. Please list any medications you may be taking:

8. Is there other relevant information about this pregnancy, a previous pregnancy, or about you that I should know?

9. Please list any parts of your body that you do not want massaged:

Please indicate any of the high-risk factors, complications, or conditions listed below, and discuss your condition with your maternity healthcare provider.

Postpartum massage can begin 24 hours after delivery. If there were complications or a cesarean delivery, you must have written release from your healthcare provider if you wish to receive massage in the first six weeks postpartum.

High risk factors (please check all that apply):

Pregnancy Complications (please check all that apply):

Non-pregnancy related complications (please check all that apply):

Contraindicated for affected areas only:

To: Client

Re: Release

I verify that I have discussed with my maternity healthcare provider the health concerns that I have about massage therapy and that (check one):

It has been made very clear to me that massage therapy is not a substitute for medical examination and/or diagnosis and that it is recommended that I see a physician and my maternity healthcare provider for any physical ailment and concerns with my pregnancy.

I, the undersigned, am aware that my therapist is associated with Monica Faux Kota Massage. I release Monica Faux Kota Massage and my therapist from any liability associated with my or my child’s massage therapy sessions. Because my therapist must be made aware of existing physical conditions, I have stated all my known medical conditions and take it upon myself to keep the therapist updated on my physical health and any changes in my pregnancy.

Massage therapy can sometimes trigger emotional releases that are associated with emotional, physical, mental, social and spiritual life experiences. It is very normal to feel sensitive and emotional during and/or after a massage. Also, in my interest to serve a variety of needs I have received advanced training in supporting survivors of abuse.

Please know that you are welcome to discuss any of your concerns with me.

Print Name:

Signature:    Date:

To: Maternity Healthcare Providers

Re: Release for Therapeutic Massage During Pregnancy/Postpartum

Your Patient, , has requested therapeutic massage by a certified Pre- and Perinatal Massage therapist (certification requires completion of a comprehensive hands on training program as well as passing both a written and practical exam).

It is our policy to work on her in consultation with her maternity healthcare provider. Please review this request with her. In addition, if her pregnancy is high-risk, or she has experienced any complications or contraindicated conditions, we require a written release from her healthcare provider stating any specific limitations or precautions that you feel to be appropriate.

Please verify your clearance of this request by your signature below. This verification can be modified or withdrawn at any time should your patient’s health status change. Thank you for your time and assistance.

Patient’s pregnancy is (please circle one):

Specific limitations or precautions:

You may contact me directly for clarification or concerns regarding this patient.

 / 

Signature:    MD CNM DEM Other    Date:

Printed Name:    Office Phone:

Enter text✕

What the Client Intake Form Is and how it’s used

A Client Intake Form is a structured document used to collect essential information from new or prospective clients, such as legal name, contact details, identification, scope of work, billing data, and necessary consents. Organizations use it to standardize onboarding, document initial representations, and support identity verification and risk screening. When completed and retained correctly, the form provides an auditable record for internal workflows, regulatory compliance, and downstream document generation. Fields may be adapted to industry requirements such as HIPAA authorizations, tax forms, or education permissions.

Why a consistent intake form matters for compliance and operations

A consistent Client Intake Form speeds onboarding, reduces follow-up questions, and documents client consent and representations. It improves data quality for billing and legal review, supports ESIGN/UETA acceptance of electronic signatures, and creates a reliable record for audits and dispute resolution.

Why a consistent intake form matters for compliance and operations

Who completes and manages the Client Intake Form

Typical users who complete or manage the Client Intake Form include both internal staff and external clients in pre-engagement workflows.

  • Law firms and paralegals managing new client intake and conflict checks for engagements.
  • Healthcare offices collecting patient demographics and HIPAA authorization details securely during registration.
  • Real estate agents and property managers using intake for lease applications, tenant screening, and identity verification.

Use these user profiles to align permissions, authentication strength, and routing so the intake process fits organizational roles and regulatory obligations.

Core sections every professional Client Intake Form should include

A professional intake form balances clarity, compliance, and automation so teams capture reliable client data and feed downstream workflows and audits.

Contact

Collect full legal name, mailing and email addresses, phone numbers, preferred contact method, and emergency contact where relevant to reduce delivery failures and support electronic communications under ESIGN.

Identification

Record government ID details, date of birth, and taxpayer identification when required and retain copies per retention policy to enable identity proofing and verification checks.

Scope

Describe services, deliverables, timelines, and client responsibilities clearly, and include change control provisions to reduce scope disputes and clarify billing triggers.

Billing

Capture billing address, payment method, invoicing preferences, and tax classification; accurate billing details help avoid backup withholding and streamline accounts receivable.

Consent

Include consumer disclosures, privacy notices, and explicit electronic consent language required by ESIGN and by industry laws such as HIPAA or FERPA when applicable.

Attachments

Provide fields for supporting documents (IDs, licenses, insurance certificates) and specify accepted file types and secure upload channels to speed verification.

Step-by-step: completing and finalizing a Client Intake Form

Follow these sequential steps to collect, verify, and finalize intake reliably across digital and paper workflows.

  • 01
    Prepare: Gather forms, required IDs, disclosures, and supporting documents.
  • 02
    Send: Transmit via secure portal or eSignature link for the signer to access.
  • 03
    Verify: Authenticate identity and confirm that entered data matches submitted IDs.
  • 04
    Store: Save the signed document and audit trail to secure, access-controlled storage.

Typical digital intake workflow overview

A standard online intake workflow uses uploaded templates, field placement, signer authentication, and audit logs to ensure a defensible signing process.

  • Upload: Upload the intake PDF or DOCX to the signing platform.
  • Place Fields: Add text, signature, date, conditional, and required fields as needed.
  • Invite: Send the signer a secure link or email with authentication steps.
  • Complete: Collect signatures, attach supporting files, and generate a completion certificate.

Suggested online workflow settings for client intake

Configure authentication, routing, retention, and notifications to match risk profiles and internal approval requirements.

Field Configuration
Authentication Email by default; enable SMS code or KBA for higher-assurance cases.
Routing Set signer order and conditional approval branches for multi-step reviews.
Retention Auto-archive signed records with retention tags and access controls.
Notifications Send email alerts for pending items, signed copies, and overdue tasks.

Technical and integration considerations for digital intake

Ensure the platform supports required file types, integrations, and compliance certifications before enabling e-signatures for intake.

  • File Types: Support PDF, DOCX, and image uploads.
  • Integrations: Connect to CRM, cloud storage, and ERP systems.
  • Compliance: Offer AES-256 at rest, TLS 1.2/1.3 in transit, and SOC 2 controls.

Timelines and time-sensitive actions related to intake data

Different elements of intake data create deadlines for tax reporting, employment retention, and health records; note required timeframes when you collect specific information.

Immediate Actions:

Verify identity and capture consent at initial contact.

Tax Forms:

If collecting TINs, provide or request a W-9 when required by the payer.

I-9 Retention:

Keep I-9s per federal employment retention rules for hire and termination periods.

HIPAA Records:

Store signed HIPAA authorizations according to medical record retention policies.

Client Follow-up:

Set reminders for missing fields and schedule follow-ups for incomplete intake items.

Common mistakes to avoid when preparing intake forms

  • Collecting nicknames or informal names that do not match government IDs, which complicates identity proofing and can delay onboarding.
  • Failing to capture a taxpayer identification number or recording it incorrectly, leading to backup withholding or IRS notice requirements.
  • Neglecting to include explicit electronic consent or consumer disclosure when the intake collects consumer-facing financial or healthcare data.
  • Omitting required attachments or using unsupported file types, causing verification delays and repeated requests to clients.

Key penalties and legal risks to watch for

Missing TIN: Backup withholding at 24% may apply.
Incorrect Filings: Information return penalties escalate per-form.
I-9 Violations: Civil fines for paperwork errors.
HIPAA Noncompliance: Potential civil penalties and corrective action.
Notary Errors: Improper notarization can invalidate documents.
Intentional Misrepresentation: Higher penalties and possible criminal exposure.

Comparing basic pricing and core features for eSignature providers

Basic plan pricing and selected feature differences among common eSignature vendors. signNow is listed first for a direct feature and price comparison.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial, no credit card required Free trial available on select plans Free trial available for new accounts Free trial available for new accounts Free trial available for new users
Bulk Send Yes, available on paid plans Yes, available on paid plans Yes, available on paid plans Yes, available on paid plans No, not supported
Audit Trail Yes, full audit trail included Yes, full audit trail included Yes, full audit trail included Yes, audit trail available Yes, audit trail available
HIPAA Compliant Yes, BAA available on request Yes, BAA available on request Yes, BAA available on request No BAA typically No BAA typically
Envelope Cap No envelope cap or per-user limit Limited to 100 envelopes/user/year Limits vary by plan and contract Limits vary by plan and contract Limits vary by plan and contract

Real-world examples of intake forms and eSignature in use

Case examples show how organizations adapt intake forms, capture signatures, and retain auditable records to meet operational and regulatory needs.

Optica Ventures LLC

Optica Ventures centralized client intake to speed investor and client onboarding with digital forms.

  • Customers found the interface easy to use and intuitive.
  • By standardizing intake fields and attaching supporting documents, the firm reduced follow-ups, enforced consistent KYC checks, and maintained auditable records that supported portfolio management and compliance workflows.

Martin Properties

Martin Properties moved lease and tenant intake online to support remote closings and mobile signing.

  • Enabled mobile and offline signing workflows.
  • This eliminated routine in-person trips for lease execution, shortened turnaround times, and allowed secure storage of signed leases tied to property records for audits and renewals.

Frequently asked questions about Client Intake Forms and digital signing

Answers to common questions about completing, authenticating, and storing Client Intake Forms in digital workflows and eSignature platforms.


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