Client Identification
Full legal name, date of birth, address, phone, and emergency contact for reliable identification and follow-up.
A complete consent form reduces clinical and legal risk by documenting client disclosures, informed consent, and agreed limits of care. It clarifies responsibilities, supports treatment decisions, and helps meet privacy and recordkeeping obligations such as HIPAA where medical information is collected.
The consent form is completed by the client prior to the first treatment or when health information changes, and by the therapist when recording session notes or treatment modifications.
Keep the form accessible in the client record and update it whenever a material health change, new treatment modality, or legal requirement arises.
Full legal name, date of birth, address, phone, and emergency contact for reliable identification and follow-up.
Questions about diagnoses, surgeries, medications, blood clots, recent injuries, pregnancy, and other conditions affecting massage safety.
Explicit consent for massage, scope of techniques allowed or declined, pressure preferences, and permission to modify during sessions.
Statement on how health information is used and protected; include HIPAA notice when PHI is collected in covered settings.
List common risks and a space for client acknowledgement of known contraindications or adverse reaction history.
Signature block for client and practitioner with printed names and MM/DD/YYYY date to document mutual agreement.
| Field | Configuration |
|---|---|
| Signature Field | Require signer authentication and date field; make signature mandatory. |
| Conditional Questions | Show follow-up fields only when a client selects relevant medical conditions. |
| PDF Export | Enable locked PDF export that includes an audit trail. |
| Access Controls | Restrict file access by role (front desk, therapist, admin). |
Choose a platform that supports secure authentication, audit trails, and the file formats you use for client records.
Ensure the platform you select can produce tamper-evident signed copies and integrates with your practice management or storage systems.
| 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 trial | Varies by plan | Varies by plan | Free trial available | Free trial available |
| Bulk Send | Yes (Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |
A new client completed a digital intake before the first visit and disclosed anticoagulant use.
A multi-therapist clinic uses a standardized consent form with conditional fields for pregnancy and implants.