Free Massage & Reiki Intake Form Template
Encourage honest discussion & helpful record keeping through a comprehensive intake form template.
Simple intake form to seamlessly incorporate into your client onboarding.
What is a Client Intake Form?
The main purpose of a massage client intake form is to set clear expectations between you and your client. It gathers essential details about your client, including basic personal information, specific areas of discomfort, medical conditions that could affect the massage session, and any additional information that might be relevant to their treatment.
Your massage intake form doesn't have to be limited to a traditional paper format. Storing and organizing digital documents is more efficient than managing physical files, and it also streamlines the onboarding process for your client, allowing them to complete the forms in the comfort of their own home prior to the appointment.
What to include in a massage intake form?
A massage intake form shouldn't be overly lengthy. It should provide a thorough understanding of a client's expectations and individual needs, without going into excessive detail. There are a few core sections that should be included:
- Personal information
- Medical information including prior treatment
- Protecting client information
Frequently Asked Questions (FAQs)
In many areas, a massage client intake form is legally required to ensure client safety and informed consent. This form serves as a tool to collect crucial information about the client's health history, current conditions, and their consent to receive massage therapy. The legal requirement for this form depends on several factors, including state regulations, the therapist's scope of practice, and the specific services provided.
Similarly to the massage client intake form there are a few core sections including personal information, medical information, and protecting client information. Additionally, you can add questions regarding the client's preferred communication style, an special sensitivities or accommodations, and their physical interaction preference.
No matter what path you take, keep in mind that all client medical information is protected under HIPAA regulations. It’s crucial to take extra measures to ensure compliance with these guidelines, as HIPAA violations can result in substantial fines and harm your reputation.
- Keep your physical records in a locked location
- Upgrade to digital record keeping with HIPAA compliant protocols
Commonly massage therapists & reiki practitioners do combine the intake form and liability waiver. Although combined into one form they still have separate intentions. If you choose to combine these forms to create a more seamless document progression make sure they follow best practices. You wouldn't want to fall into a situation where you have a loose waiver that doesn't actually protect you.
Additionally, that is where massage insurance can come in and help bring you the peace of mind to do your job confidently.
How much does massage insurance cost?
FULL time
1 Year
$179
Full time
2 Year (saves you $29!)
$329
Student
1 Year
$60
Student Policy Notice: to be eligible for the student policy, you must be currently enrolled in your first YTT. Pro tip: students can buy the $60 student insurance policy from NACAMS on the last day of their training, and that policy is good for the next 364 days, even if you are teaching full-time!