SD–RET–03 · United States · not scoped to any state · intake, consent and session records
46-page form set · 13 sections · plus fill-in checklist, how-to guide and sources · 88 pages across 4 files
The studio's intake and consent paperwork was copied off the internet years ago, and nobody has checked what it actually records.
Tick the box above to continue. The button stays off until you do.
Blank business paperwork: fillable PDF forms a business prints or types into. It contains no medical, health or clinical advice, gives no treatment guidance, and states no opinion about any person's condition or care. The practitioner or business owner supplies all clinical content. A complete intake, consent and session-record set for a therapist in solo or small-studio practice: a 46-line health-history intake, an informed consent that records what was actually explained and by whom, a draping and boundaries acknowledgement covering 26 areas of the body and signed on its own page, a four-part session-note template, and a cancellation-policy acknowledgement agreed before the first appointment. 990 fill-in blanks across 14 sections. It contains no health or clinical guidance of any kind, no scope of practice and no record-retention period for anywhere, and it takes no position on which health-information privacy rules apply to your practice: it asks the question, lists the facts that decide it, and records who answered it. It cites no regulation.
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What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what a spa & wellness centre is asked to carry.
Spa & wellness centreSeven items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell five of the other six; one we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistMassage therapy practiceSix items on the list, one of them a multi-file kit rather than a single document. You are looking at one of them. We sell four of the other five; one we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
Your state can add to this. We have written down one place where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The form set itself, 14 sections with 990 fill-in fields, as a fill-in PDF you can type into
02A 26-question page on the rules where you practise, covering scope, records, consent, draping, minors and how a client complains
03An 18-line page that asks the health-information question and records who answered it and when, without answering it for you
04A 46-line health history whose right-hand column is filled by the therapist in advance, from her own training
05An informed consent that records what was explained, what was asked, what was answered, and what the client excluded
06A draping and boundaries acknowledgement covering 26 areas of the body, each with a policy, a draping method and a per-client agreement, signed on its own page
07A four-part session note, a 12-row session register and a course-of-work review
08A cancellation policy with 20 decisions in it and an acknowledgement signed before the first appointment
Plain-English Monday actions
Reference sources, not government
These are published sources, not government ones. Nobody checked this document against a rule, because there is no rule to check it against. Each link goes to the page itself so you can read who says it.
Exclusions
Before you buy
When the law behind this forms moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this forms edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank forms and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
