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Moasis Therapeutic Massage Client Intake Form

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Moasis Therapeutic Massage
Client Intake Form

Personal Information:

Name Date of First Visit

Cell Phone Home Phone Work Phone

Address

City/State/Zip

Email Date of Birth Occupation

Emergency Contact Phone

How did you hear about us?

     

  

The following information will be used to help plan safe and effective massage sessions.

Please answer the questions to the best of your knowledge.

1. Have you had a professional massage before?

If yes, how often do you receive massage therapy?

2. Do you have any difficulty lying on your front, back, or side?

If yes, please explain

3. Do you have any allergies to oils, lotions, or ointments?

If yes, please explain

4. Are you wearing contact lenses ( ) a hearing aid ( ) ?

  

5. Do you sit for long hours at a workstation, computer, or driving?

If yes, please describe

6. Is there a particular area of the body where you are experiencing tension, stiffness, pain or other discomfort?

If yes, please identify

7. Do you have any particular goals in mind for this massage session?

If yes, please explain

Circle any specific areas you would like the massage therapist to concentrate on during the session:

[Body diagram area as shown on page 1]

Medical History - In order to plan a massage session that is safe and effective, I need some general information about your medical history.

8. Are you currently under medical supervision?

If yes, please explain

9. Do you see a chiropractor? If yes, how often?

10. Are you currently taking any medication?

If yes, please list

11. Any recent surgeries?

If yes, please explain

12. Please check any condition listed below that applies to you:





























Please explain any condition that you have marked above

13. Is there anything else about your health history that you think would be useful for your massage practitioner to know to plan a safe and effective massage session for you?

Clients under the age of 17 must be accompanied by a parent or legal guardian during the entire session.

Informed written consent must be provided by parent or legal guardian for any client under the age of 17.

I, (print name) understand that the massage I receive is provided for the basic purpose of relaxation and relief of muscular tension. If I experience any pain or discomfort during this session, I will immediately inform the therapist so that the pressure and/or strokes may be adjusted to my level of comfort. I further understand that massage should not be construed as a substitute for medical examination, diagnosis, or treatment and that I should see a physician, chiropractor or other qualified medical specialist for any mental or physical ailment that I am aware of. I understand that massage therapists are not qualified to perform spinal or skeletal adjustments, diagnose, prescribe, or treat any physical or mental illness, and that nothing said in the course of the session given should be construed as such. Because massage should not be performed under certain medical conditions, I affirm that I have stated all my known medical conditions, and answered all questions honestly. I also understand that any illicit or sexually suggestive remarks or advances made by me will result in immediate termination of the session, and I will be liable for payment of the scheduled appointment. I agree to keep the therapist updated as to any changes in my medical profile and understand that there shall be no liability on the therapist’s part should I fail to do so.

Signature of client Date

Enter text✕

What the Moasis Therapeutic Massage Client Intake Form is and who it serves

The Moasis Therapeutic Massage Client Intake Form is a structured client intake and consent document used by massage therapists and wellness providers to collect contact details, medical history, current medications, pain locations, treatment preferences, emergency contacts, and consent for care. It centralizes client eligibility screening, risk disclosures, and privacy notices so therapists can assess contraindications and document informed consent before hands-on treatment. The form also supports billing and insurance details, recordkeeping for continuity of care, and a signed acknowledgment of practice policies, cancellation terms, and COVID-19 or communicable-disease advisories where applicable.

Why a complete intake form matters for clinic safety and compliance

A thorough Moasis Therapeutic Massage Client Intake Form documents medical history, consent, and triage information that reduce clinical risk and support accurate treatment planning, billing, and legal defensibility.

Why a complete intake form matters for clinic safety and compliance

Who typically completes the Moasis intake and how each role uses it

Completed forms support continuity of care, insurance claims, and defensible records in the event of a dispute or clinical question.

  • Clients — complete medical history, list medications, report pain or contraindications before first session.
  • Front-desk staff — verify identity, collect insurance and billing details, and confirm contact information.
  • Therapists — review the form to plan techniques, note contraindications, and document consent for treatment.

Step-by-step: how to complete the intake form before treatment

Follow these steps to ensure the intake form is complete, reviewed by a clinician, and stored correctly.

  • 01
    1. Provide details: Enter personal and medical history fields completely.
  • 02
    2. Disclose concerns: Mark pain areas and contraindications clearly.
  • 03
    3. Review with therapist: Therapist confirms suitability and documents modifications.
  • 04
    4. Sign consent: Client signs, dates, and confirms understanding of policies.

Configuring an online intake workflow for Moasis forms

Map each form field to a workflow step and assign responsibilities for review and storage.

Field Configuration
Personal Details Required; validated address and DOB formats
Medical History Optional text blocks with required checkboxes for high-risk items
Consent Signature field + date; consent disclosure shown before signing
Storage Auto-save to secure patient record after signature

Typical routing: where the completed intake goes next

A clear routing path ensures the therapist sees completed information before treatment and administrative staff complete billing steps.

  • Client completes form: Via tablet, kiosk, or secure link prior to appointment.
  • Administrative review: Front desk confirms insurance and contact details.
  • Clinician review: Therapist screens for contraindications and documents plan.
  • Archive: Signed copy stored in the client record and audit log.

Digital delivery and technical requirements for electronic intake

Use a platform that supports audit trails, encryption in transit and at rest, and optional HIPAA Business Associate Agreements for patient health information.

  • File formats: PDF, DOCX supported
  • Integrations: Works with EMR or cloud storage
  • Authentication: Email or SMS codes

Timing: when completed forms should be collected and reviewed

Set internal deadlines to ensure intake is reviewed and signed before hands-on therapy begins.

Before first visit:

Collect and sign intake prior to any treatment.

Updates on change:

Client updates medical history when conditions change.

Annual review:

Review and re-consent at least once per year.

HIPAA retention trigger:

Retention calculations begin at record creation.

Emergency contacts:

Verify correctness at each visit for safety.

Key milestones from intake completion to secure archiving

Track these milestones to maintain clinical continuity, billing readiness, and compliance.

01

Form Issued

Client receives form link or tablet at booking confirmation.

02

Form Submitted

Client submits all required fields and signs electronically.

03

Clinician Verification

Therapist reviews, documents contraindications, and signs off.

04

Record Archived

Signed document stored in secure patient file with audit trail.

Common mistakes to avoid when preparing intake forms

  • Incomplete medical history or missing medication lists that conceal contraindications for massage techniques.
  • Using free-text consent without clear treatment scope or cancellation policy, which complicates dispute resolution.
  • Collecting signatures without a dated consent or without an auditable authentication method for electronic signatures.
  • Storing signed forms on unsecured personal drives that lack encryption or access controls.

Risks and regulatory consequences of deficient intake or recordkeeping

HIPAA exposure: Breach fines and corrective action under 45 CFR §164.530(j)
Professional liability: Malpractice claims if contraindications were not documented
Insurance denial: Claims denied for missing or unsigned intake
State licensing action: Discipline for poor recordkeeping or unsafe practice
Client disputes: Difficulty defending treatment choices without signed consent
Data security fines: Penalties under state privacy laws for inadequate protection

Pricing comparison for eSignature options that support intake forms

Basic pricing and feature availability for commonly used eSignature providers; signNow is listed first per comparison conventions.

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 Varies by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes (Business Premium) Varies Varies Varies Varies
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Yes Yes No No

Frequently asked questions about the intake form and electronic signing

Answers to common operational and legal questions when using the Moasis intake form and eSignature options.


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